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iShares California Muni Bond ETF

308 hedge funds and large institutions have $2.38B invested in iShares California Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 135 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$7.85M
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$7.3M
CWM
53
Certus Wealth Management
California
$7.26M
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$6.9M
OIA
55
OneDigital Investment Advisors
Kansas
$6.64M
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$6.63M
Raymond James Financial
57
Raymond James Financial
Florida
$6.28M
Kayne Anderson Rudnick Investment Management
58
Kayne Anderson Rudnick Investment Management
California
$6.15M
FAT
59
First American Trust
California
$5.88M
SAM
60
Strive Asset Management
Ohio
$5.74M
SFFS
61
Stonehage Fleming Financial Services
Jersey
$5.73M
MML Investors Services
62
MML Investors Services
Massachusetts
$5.59M
Deutsche Bank
63
Deutsche Bank
Germany
$5.5M
CFC
64
Client First Capital
California
$5.28M
SOWAS
65
Silver Oak Wealth Advisors Services
California
$5.24M
RIG
66
RiverFront Investment Group
Virginia
$5.19M
Jones Financial Companies
67
Jones Financial Companies
Missouri
$4.99M
EFG
68
Ehrlich Financial Group
California
$4.95M
NL
69
NDWM LLC
California
$4.54M
MWM
70
Mission Wealth Management
California
$4.51M
AFG
71
Atomi Financial Group
New York
$4.51M
BPA
72
Beacon Pointe Advisors
California
$4.45M
SHGA
73
Sand Hill Global Advisors
California
$4.42M
US Bancorp
74
US Bancorp
Minnesota
$4.38M
VA
75
Valmark Advisers
Ohio
$4.37M