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iShares California Muni Bond ETF

312 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 27 funds opening new positions, 137 increasing their positions, 95 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
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
SA
55
Sanctuary Advisors
Indiana
$6.89M
GC
56
Garde Capital
Washington
$6.79M
OIA
57
OneDigital Investment Advisors
Kansas
$6.64M
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$6.63M
Raymond James Financial
59
Raymond James Financial
Florida
$6.28M
Kayne Anderson Rudnick Investment Management
60
Kayne Anderson Rudnick Investment Management
California
$6.15M
FAT
61
First American Trust
California
$5.88M
SAM
62
Strive Asset Management
Ohio
$5.74M
SFFS
63
Stonehage Fleming Financial Services
Jersey
$5.73M
MML Investors Services
64
MML Investors Services
Massachusetts
$5.59M
Deutsche Bank
65
Deutsche Bank
Germany
$5.5M
CFC
66
Client First Capital
California
$5.28M
SOWAS
67
Silver Oak Wealth Advisors Services
California
$5.24M
RIG
68
RiverFront Investment Group
Virginia
$5.19M
Jones Financial Companies
69
Jones Financial Companies
Missouri
$4.99M
EFG
70
Ehrlich Financial Group
California
$4.95M
NL
71
NDWM LLC
California
$4.54M
MWM
72
Mission Wealth Management
California
$4.51M
AFG
73
Atomi Financial Group
New York
$4.51M
BPA
74
Beacon Pointe Advisors
California
$4.45M
SHGA
75
Sand Hill Global Advisors
California
$4.42M