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iShares California Muni Bond ETF

311 hedge funds and large institutions have $2.69B invested in iShares California Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 113 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+8
Holders Change %
+2.64%
% of All Funds
4.17%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
35
Increased
113
Reduced
113
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Raymond James Financial
51
Raymond James Financial
Florida
$7.3M -$2.76M -49,544 -27%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$6.96M -$5.56M -99,701 -44%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$6.87M +$951K +17,070 +16%
GC
54
Guggenheim Capital
Illinois
$6.76M +$2.68M +48,038 +66%
Kayne Anderson Rudnick Investment Management
55
Kayne Anderson Rudnick Investment Management
California
$6.75M -$36.5K -655 -0.5%
GC
56
Garde Capital
Washington
$6.63M -$186K -3,331 -3%
NA
57
NewEdge Advisors
Louisiana
$6.49M -$463K -8,306 -7%
MMA
58
Miracle Mile Advisors
California
$6.49M -$189K -3,394 -3%
OIA
59
OneDigital Investment Advisors
Kansas
$6.22M -$3.04M -54,511 -33%
BPA
60
Beacon Pointe Advisors
California
$6.2M +$326K +5,856 +6%
Goldman Sachs
61
Goldman Sachs
New York
$5.62M +$5.28M +94,664 +1,522%
SAM
62
Strive Asset Management
Ohio
$5.61M
NL
63
NDWM LLC
California
$5.38M +$2.95M +52,893 +121%
FAT
64
First American Trust
California
$5.33M +$391K +7,009 +8%
CFC
65
Client First Capital
California
$5.16M
SHGA
66
Sand Hill Global Advisors
California
$4.98M +$4.98M +89,315 New
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$4.9M -$1.78M -31,978 -27%
EFG
68
Ehrlich Financial Group
California
$4.83M -$71.5K -1,283 -1%
CCWA
69
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.77M +$974K +17,467 +26%
MML Investors Services
70
MML Investors Services
Massachusetts
$4.74M +$1.12M +20,098 +31%
AAS
71
Avantax Advisory Services
Texas
$4.48M +$1.14M +20,383 +34%
MWM
72
Mission Wealth Management
California
$4.48M -$1.04M -18,716 -19%
Deutsche Bank
73
Deutsche Bank
Germany
$4.48M -$1.99M -35,770 -31%
SOWAS
74
Silver Oak Wealth Advisors Services
California
$4.43M +$3.09M +55,410 +230%
TW
75
Traveka Wealth
California
$4.2M -$153K -2,749 -4%