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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
US Bancorp
76
US Bancorp
Minnesota
$4.38M +$562K +10,052 +15%
VA
77
Valmark Advisers
Ohio
$4.37M +$337K +6,032 +9%
FCH
78
Freestone Capital Holdings
Washington
$4.33M +$246K +4,398 +6%
CL
79
Choreo LLC
Illinois
$4.28M -$4.08K -73 -0.1%
PCIA
80
Prime Capital Investment Advisors
Kansas
$4.2M +$9.34K +167 +0.2%
OFG
81
Omega Financial Group
California
$4.05M -$219K -3,910 -5%
UB
82
Umpqua Bank
Oregon
$4M +$484K +8,650 +14%
HighTower Advisors
83
HighTower Advisors
Illinois
$3.85M +$258K +4,620 +7%
STA
84
Summit Trail Advisors
New York
$3.75M
EWM
85
Elmwood Wealth Management
California
$3.74M -$32.4K -580 -0.9%
WA
86
Westfuller Advisors
New York
$3.7M +$18.7K +335 +0.5%
TW
87
Traveka Wealth
California
$3.61M -$672K -12,019 -16%
Citadel Advisors
88
Citadel Advisors
Florida
$3.59M +$1.62M +28,945 +85%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$3.46M +$2.4M +42,958 +243%
AC
90
Apella Capital
Connecticut
$3.43M +$264K +4,722 +9%
Comerica Bank
91
Comerica Bank
Texas
$3.3M +$180K +3,225 +6%
WSWA
92
Warren Street Wealth Advisors
California
$3.26M +$34.2K +611 +1%
MCM
93
MAI Capital Management
Ohio
$3.16M +$1.56M +27,945 +102%
LPAM
94
Lodestar Private Asset Management
California
$3.16M -$288K -5,139 -8%
WT
95
Whittier Trust
California
$3.07M -$72.2K -1,290 -2%
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$2.95M +$651K +11,629 +29%
OCM
97
One Capital Management
California
$2.95M -$79.4K -1,420 -3%
GKWIM
98
Gerber Kawasaki Wealth & Investment Management
California
$2.85M +$1.52M +27,251 +120%
DC
99
DeDora Capital
California
$2.8M +$50.6K +905 +2%
BOS
100
Bank of Stockton
California
$2.75M -$1.37M -24,569 -34%