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iShares California Muni Bond ETF

336 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 44 funds opening new positions, 159 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 70

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

13% more capital invested

Capital invested by funds: $2.39B → $2.71B (+$321M)

7% more funds holding

Funds holding: 315336 (+21)

1.04% more ownership

Funds ownership: 70.6%71.65% (+1%)

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
336
Holders Change
+21
Holders Change %
+6.67%
% of All Funds
4.09%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.17%
New
44
Increased
159
Reduced
70
Closed
21
Calls
Puts
$1.03M
Net Calls
-$1.03M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
76
Atomi Financial Group
New York
$4.91M +$370K +6,438 +8%
UB
77
Umpqua Bank
Oregon
$4.64M +$639K +11,125 +16%
NL
78
NDWM LLC
California
$4.64M +$70.9K +1,235 +2%
FCH
79
Freestone Capital Holdings
Washington
$4.47M +$109K +1,891 +2%
SHGA
80
Sand Hill Global Advisors
California
$4.33M -$124K -2,152 -3%
CL
81
Choreo LLC
Illinois
$4.31M -$7.46K -130 -0.2%
MWM
82
Mission Wealth Management
California
$4.28M -$268K -4,669 -6%
PCIA
83
Prime Capital Investment Advisors
Kansas
$4.25M +$18K +314 +0.4%
Comerica Bank
84
Comerica Bank
Texas
$4.05M +$725K +12,628 +22%
EFG
85
Ehrlich Financial Group
California
$3.96M -$1.03M -17,897 -21%
EWM
86
Elmwood Wealth Management
California
$3.91M +$140K +2,445 +4%
OFG
87
Omega Financial Group
California
$3.89M -$196K -3,423 -5%
STA
88
Summit Trail Advisors
New York
$3.78M
WA
89
Westfuller Advisors
New York
$3.76M +$35.8K +623 +1%
HighTower Advisors
90
HighTower Advisors
Illinois
$3.73M -$144K -2,504 -4%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$3.73M +$3.71M +64,612 +26,589%
Corient Private Wealth
92
Corient Private Wealth
Florida
$3.7M +$3.14M +54,730 +570%
TW
93
Traveka Wealth
California
$3.65M +$10.7K +186 +0.3%
AC
94
Apella Capital
Connecticut
$3.6M +$174K +3,036 +5%
SFFS
95
Stonehage Fleming Financial Services
Jersey
$3.58M -$2.19M -38,178 -38%
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$3.56M +$582K +10,142 +20%
VA
97
Valmark Advisers
Ohio
$3.23M -$1.17M -20,404 -27%
MCM
98
MAI Capital Management
Ohio
$3.19M +$8.32K +145 +0.3%
WSWA
99
Warren Street Wealth Advisors
California
$3.13M -$159K -2,773 -5%
OCM
100
One Capital Management
California
$3.11M +$136K +2,366 +5%