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iShares California Muni Bond ETF

316 hedge funds and large institutions have $2.7B invested in iShares California Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 115 increasing their positions, 114 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Certus Wealth Management
California
$7.92M
Raymond James Financial
52
Raymond James Financial
Florida
$7.3M
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$6.96M
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$6.87M
GC
55
Guggenheim Capital
Illinois
$6.76M
Kayne Anderson Rudnick Investment Management
56
Kayne Anderson Rudnick Investment Management
California
$6.75M
GC
57
Garde Capital
Washington
$6.63M
NA
58
NewEdge Advisors
Louisiana
$6.49M
MMA
59
Miracle Mile Advisors
California
$6.49M
OIA
60
OneDigital Investment Advisors
Kansas
$6.22M
BPA
61
Beacon Pointe Advisors
California
$6.2M
Goldman Sachs
62
Goldman Sachs
New York
$5.62M
SAM
63
Strive Asset Management
Ohio
$5.61M
NL
64
NDWM LLC
California
$5.38M
FAT
65
First American Trust
California
$5.33M
CFC
66
Client First Capital
California
$5.16M
SHGA
67
Sand Hill Global Advisors
California
$4.98M
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$4.9M
EFG
69
Ehrlich Financial Group
California
$4.83M
CCWA
70
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.77M
MML Investors Services
71
MML Investors Services
Massachusetts
$4.74M
AAS
72
Avantax Advisory Services
Texas
$4.48M
MWM
73
Mission Wealth Management
California
$4.48M
Deutsche Bank
74
Deutsche Bank
Germany
$4.48M
SOWAS
75
Silver Oak Wealth Advisors Services
California
$4.43M