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iShares California Muni Bond ETF

303 hedge funds and large institutions have $2.96B invested in iShares California Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 108 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+5
Holders Change %
+1.68%
% of All Funds
4.12%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
30
Increased
109
Reduced
108
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
51
Affinity Capital Advisors
California
$8.11M +$1.18M +21,604 +17%
CWM
52
Certus Wealth Management
California
$7.9M +$112K +2,014 +1%
NA
53
NewEdge Advisors
Louisiana
$7.02M -$363K -6,448 -5%
GC
54
Garde Capital
Washington
$6.89M +$6.89M +122,339 New
Kayne Anderson Rudnick Investment Management
55
Kayne Anderson Rudnick Investment Management
California
$6.84M -$58.5K -1,040 -0.8%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$6.75M -$35M -621,456 -84%
MMA
57
Miracle Mile Advisors
California
$6.74M -$128K -2,275 -2%
Deutsche Bank
58
Deutsche Bank
Germany
$6.54M
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$5.98M +$5.98M +106,189 New
BPA
60
Beacon Pointe Advisors
California
$5.93M -$976K -17,334 -14%
UCFA
61
United Capital Financial Advisors
Texas
$5.7M +$864K +15,350 +18%
SAM
62
Strive Asset Management
Ohio
$5.66M +$5.66M +100,564 New
CL
63
Choreo LLC
Illinois
$5.61M -$191K -3,394 -3%
MWM
64
Mission Wealth Management
California
$5.58M -$346K -6,151 -6%
CFC
65
Client First Capital
California
$5.21M
FAT
66
First American Trust
California
$4.99M -$962K -17,101 -16%
RI
67
Rinkey Investments
California
$4.96M -$5.21M -92,518 -51%
EFG
68
Ehrlich Financial Group
California
$4.95M -$442K -7,857 -8%
PA
69
Parallel Advisors
California
$4.88M +$7.15K +127 +0.1%
PCIA
70
Prime Capital Investment Advisors
Kansas
$4.73M +$213K +3,776 +5%
AF
71
Amara Financial
California
$4.46M -$905K -16,081 -17%
TW
72
Traveka Wealth
California
$4.4M -$12.6K -224 -0.3%
BOS
73
Bank of Stockton
California
$4.32M -$114K -2,022 -3%
OFG
74
Omega Financial Group
California
$4.22M -$50.3K -893 -1%
BIA
75
Bell Investment Advisors
California
$4.17M +$560K +9,946 +15%