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iShares California Muni Bond ETF

303 hedge funds and large institutions have $2.96B invested in iShares California Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 108 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 108

2.06% less ownership

Funds ownership: 80.56%78.5% (-2.1%)

Holders
303
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
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
GC
76
Guggenheim Capital
Illinois
$4.12M
VA
77
Valmark Advisers
Ohio
$3.97M
FCH
78
Freestone Capital Holdings
Washington
$3.88M
CCWA
79
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.83M
EWM
80
Elmwood Wealth Management
California
$3.67M
MML Investors Services
81
MML Investors Services
Massachusetts
$3.65M
SFFS
82
Stonehage Fleming Financial Services
Jersey
$3.63M
LPAM
83
Lodestar Private Asset Management
California
$3.63M
WA
84
Westfuller Advisors
New York
$3.63M
AAS
85
Avantax Advisory Services
Texas
$3.38M
US Bancorp
86
US Bancorp
Minnesota
$3.36M
WANY
87
Wealthspire Advisors (New York)
New York
$3.33M
WSWA
88
Warren Street Wealth Advisors
California
$3.16M
AFG
89
Atomi Financial Group
New York
$3.14M
TC
90
TownSquare Capital
Utah
$3.13M
SW
91
SteelPeak Wealth
California
$3.12M
HighTower Advisors
92
HighTower Advisors
Illinois
$3.07M
BOC
93
Blue Oak Capital
California
$3.02M
WT
94
Whittier Trust
California
$2.97M
CCMI
95
Creative Capital Management Investments
California
$2.85M
GAM
96
Gould Asset Management
California
$2.75M
HWMC
97
Heritage Wealth Management (California)
California
$2.74M
GS
98
GWN Securities
Florida
$2.74M
DC
99
DeDora Capital
California
$2.57M
NL
100
NDWM LLC
California
$2.45M