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iShares California Muni Bond ETF

315 hedge funds and large institutions have $2.39B invested in iShares California Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 137 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 97

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

1% less funds holding

Funds holding: 318315 (-3)

4.81% less ownership

Funds ownership: 75.42%70.6% (-4.8%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

11% less capital invested

Capital invested by funds: $2.7B → $2.39B (-$310M)

Holders
315
Holders Change
-3
Holders Change %
-0.94%
% of All Funds
4.13%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
28
Increased
137
Reduced
97
Closed
22
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 +$708K +12,658 +10%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$7.3M +$269K +4,804 +4%
CWM
53
Certus Wealth Management
California
$7.26M -$827K -14,787 -10%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$6.9M +$1.85M +33,042 +38%
SA
55
Sanctuary Advisors
Indiana
$6.89M +$4.39M +78,519 +185%
GC
56
Garde Capital
Washington
$6.79M
OIA
57
OneDigital Investment Advisors
Kansas
$6.64M +$274K +4,903 +4%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$6.63M -$1.95M -34,930 -23%
Raymond James Financial
59
Raymond James Financial
Florida
$6.28M -$1.17M -20,932 -16%
Kayne Anderson Rudnick Investment Management
60
Kayne Anderson Rudnick Investment Management
California
$6.15M -$724K -12,934 -11%
FAT
61
First American Trust
California
$5.88M +$415K +7,412 +8%
SAM
62
Strive Asset Management
Ohio
$5.74M
SFFS
63
Stonehage Fleming Financial Services
Jersey
$5.73M +$2.01M +35,915 +56%
MML Investors Services
64
MML Investors Services
Massachusetts
$5.59M +$729K +13,029 +15%
Deutsche Bank
65
Deutsche Bank
Germany
$5.5M +$897K +16,030 +20%
CFC
66
Client First Capital
California
$5.28M
SOWAS
67
Silver Oak Wealth Advisors Services
California
$5.24M +$693K +12,384 +16%
RIG
68
RiverFront Investment Group
Virginia
$5.19M +$1.47M +26,200 +40%
Jones Financial Companies
69
Jones Financial Companies
Missouri
$4.99M +$1.32M +23,683 +37%
EFG
70
Ehrlich Financial Group
California
$4.95M +$6.77K +121 +0.1%
NL
71
NDWM LLC
California
$4.54M -$948K -16,944 -18%
MWM
72
Mission Wealth Management
California
$4.51M -$72.7K -1,300 -2%
AFG
73
Atomi Financial Group
New York
$4.51M +$661K +11,806 +18%
BPA
74
Beacon Pointe Advisors
California
$4.45M -$1.85M -33,151 -30%
SHGA
75
Sand Hill Global Advisors
California
$4.42M -$664K -11,862 -13%