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iShares California Muni Bond ETF

329 hedge funds and large institutions have $2.71B invested in iShares California Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 156 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.9% more ownership

Funds ownership: 70.57%71.47% (+0.9%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.03M

Holders
329
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$1.03M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCG
51
Financial Connections Group
California
$9.04M
Osaic Holdings
52
Osaic Holdings
Arizona
$8.97M
Raymond James Financial
53
Raymond James Financial
Florida
$8.81M
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$8.77M
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$8.12M
Jane Street
56
Jane Street
New York
$8.1M
FFA
57
Farther Finance Advisors
California
$7.56M
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$7.41M
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$7.16M
Jones Financial Companies
60
Jones Financial Companies
Missouri
$7.08M
OIA
61
OneDigital Investment Advisors
Kansas
$7.08M
SA
62
Sanctuary Advisors
Indiana
$6.96M
BPA
63
Beacon Pointe Advisors
California
$6.65M
FAT
64
First American Trust
California
$6.57M
Renaissance Technologies
65
Renaissance Technologies
New York
$6.47M
AF
66
Align Financial
Minnesota
$6.32M
MML Investors Services
67
MML Investors Services
Massachusetts
$5.94M
TWML
68
THRYVE WEALTH MANAGEMENT LLC
Texas
$5.83M
DWM
69
Ducere Wealth Management
California
$5.6M
Kayne Anderson Rudnick Investment Management
70
Kayne Anderson Rudnick Investment Management
California
$5.59M
Deutsche Bank
71
Deutsche Bank
Germany
$5.54M
US Bancorp
72
US Bancorp
Minnesota
$5.51M
CFC
73
Client First Capital
California
$5.32M
SOWAS
74
Silver Oak Wealth Advisors Services
California
$5.31M
FA
75
Fullerton Advisors
California
$5.03M