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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
AFG
76
Atomi Financial Group
New York
$4.91M
UB
77
Umpqua Bank
Oregon
$4.64M
NL
78
NDWM LLC
California
$4.64M
FCH
79
Freestone Capital Holdings
Washington
$4.47M
SHGA
80
Sand Hill Global Advisors
California
$4.33M
CL
81
Choreo LLC
Illinois
$4.31M
MWM
82
Mission Wealth Management
California
$4.28M
PCIA
83
Prime Capital Investment Advisors
Kansas
$4.25M
Comerica Bank
84
Comerica Bank
Texas
$4.05M
EFG
85
Ehrlich Financial Group
California
$3.96M
EWM
86
Elmwood Wealth Management
California
$3.91M
OFG
87
Omega Financial Group
California
$3.89M
STA
88
Summit Trail Advisors
New York
$3.78M
WA
89
Westfuller Advisors
New York
$3.76M
HighTower Advisors
90
HighTower Advisors
Illinois
$3.73M
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$3.73M
TW
92
Traveka Wealth
California
$3.65M
AC
93
Apella Capital
Connecticut
$3.6M
SFFS
94
Stonehage Fleming Financial Services
Jersey
$3.58M
OSAM
95
O'Shaughnessy Asset Management
Connecticut
$3.56M
VA
96
Valmark Advisers
Ohio
$3.23M
MCM
97
MAI Capital Management
Ohio
$3.19M
WSWA
98
Warren Street Wealth Advisors
California
$3.13M
OCM
99
One Capital Management
California
$3.11M
WT
100
Whittier Trust
California
$3.11M