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iShares California Muni Bond ETF

348 hedge funds and large institutions have $2.87B invested in iShares California Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

78% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 89

6% more capital invested

Capital invested by funds: $2.71B → $2.87B (+$155M)

4% more funds holding

Funds holding: 336348 (+12)

1.72% less ownership

Funds ownership: 71.65%69.92% (-1.7%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
348
Holders Change
+12
Holders Change %
+3.57%
% of All Funds
4.28%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.16%
New
39
Increased
158
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
101
MAI Capital Management
Ohio
$2.95M -$212K -3,675 -7%
2WWM
102
21 West Wealth Management
California
$2.84M +$46K +797 +2%
TW
103
Traveka Wealth
California
$2.83M -$799K -13,845 -22%
DC
104
DeDora Capital
California
$2.79M -$6.98K -121 -0.2%
ME
105
McIlrath & Eck
Washington
$2.76M +$280K +4,845 +11%
ATPW
106
Ashton Thomas Private Wealth
Arizona
$2.74M +$169K +2,936 +6%
W
107
WealthCollab
Washington
$2.64M +$139K +2,408 +5%
DWM
108
Destination Wealth Management
California
$2.59M +$111K +1,918 +4%
SW
109
SteelPeak Wealth
California
$2.57M -$29.4K -510 -1%
JSW
110
Journey Strategic Wealth
New Jersey
$2.51M +$138K +2,388 +6%
WIM
111
Westside Investment Management
California
$2.44M +$88.2K +1,529 +4%
GAM
112
Gould Asset Management
California
$2.43M -$146K -2,535 -6%
MFG
113
Merit Financial Group
Georgia
$2.38M +$59.4K +1,030 +3%
Citadel Advisors
114
Citadel Advisors
Florida
$2.32M +$1.17M +20,227 +99%
IWC
115
Integrated Wealth Concepts
Massachusetts
$2.32M +$1.29M +22,443 +123%
BOS
116
Bank of Stockton
California
$2.25M -$452K -7,834 -17%
EPW
117
Evolve Private Wealth
California
$2.22M +$465K +8,052 +26%
SAI
118
Savvy Advisors Inc
New York
$2.21M +$272K +4,718 +14%
Empower Advisory Group
119
Empower Advisory Group
Colorado
$2.19M +$86.1K +1,492 +4%
Allspring Global Investments
120
Allspring Global Investments
North Carolina
$2.12M +$504K +8,730 +31%
CF
121
Conquis Financial
California
$2.09M -$916K -15,878 -30%
EWM
122
Empirical Wealth Management
Washington
$2M -$233K -4,034 -10%
VT
123
Vise Technologies
New York
$1.95M
ECM
124
Evergreen Capital Management
Washington
$1.92M +$115K +1,990 +6%
BIA
125
Bell Investment Advisors
California
$1.92M +$223K +3,862 +13%