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iShares California Muni Bond ETF

313 hedge funds and large institutions have $2.69B invested in iShares California Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 114 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
HWMC
101
Heritage Wealth Management (California)
California
$2.62M
Osaic Holdings
102
Osaic Holdings
Arizona
$2.59M
WANY
103
Wealthspire Advisors (New York)
New York
$2.54M
UCFA
104
United Capital Financial Advisors
Texas
$2.43M
GAM
105
Gould Asset Management
California
$2.39M
WIM
106
Westside Investment Management
California
$2.24M
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$2.24M
MFG
108
Merit Financial Group
Georgia
$2.2M
W
109
WealthCollab
Washington
$2.18M
ECM
110
Evergreen Capital Management
Washington
$2.13M
Stifel Financial
111
Stifel Financial
Missouri
$2.11M
OMC
112
Old Mission Capital
Illinois
$2.11M
JSW
113
Journey Strategic Wealth
New Jersey
$2.11M
IWC
114
Integrated Wealth Concepts
Massachusetts
$1.91M
Citadel Advisors
115
Citadel Advisors
Florida
$1.9M
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$1.89M
CCMI
117
Creative Capital Management Investments
California
$1.81M
WIM
118
WealthPlan Investment Management
Nebraska
$1.79M
ME
119
McIlrath & Eck
Washington
$1.77M
FCIM
120
Fairview Capital Investment Management
California
$1.71M
WS
121
Wedbush Securities
California
$1.71M
2WWM
122
21 West Wealth Management
California
$1.62M
SPIA
123
Steward Partners Investment Advisory
New York
$1.58M
FF
124
Foronjy Financial
California
$1.57M
RPCA
125
Running Point Capital Advisors
California
$1.55M