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iShares California Muni Bond ETF

303 hedge funds and large institutions have $2.96B invested in iShares California Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 108 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 108

2.06% less ownership

Funds ownership: 80.56%78.5% (-2.1%)

Holders
303
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
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
RIG
101
RiverFront Investment Group
Virginia
$2.43M
VBFG
102
Vishria Bird Financial Group
Tennessee
$2.39M
WN
103
Williams & Novak
California
$2.38M
WIM
104
Westside Investment Management
California
$2.35M
AC
105
Apella Capital
Connecticut
$2.34M
OSAM
106
O'Shaughnessy Asset Management
Connecticut
$2.13M
OCM
107
One Capital Management
California
$2.11M
Citadel Advisors
108
Citadel Advisors
Florida
$2.09M
ALA
109
Atlas Legacy Advisors
California
$2.09M
IWC
110
Integrated Wealth Concepts
Massachusetts
$2.08M
UB
111
Umpqua Bank
Oregon
$2.05M
W
112
WealthCollab
Washington
$2M
ECM
113
Evergreen Capital Management
Washington
$1.92M
EWM
114
Empirical Wealth Management
Washington
$1.91M
MCM
115
MAI Capital Management
Ohio
$1.84M
Jones Financial Companies
116
Jones Financial Companies
Missouri
$1.77M
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$1.76M
MWM
118
McNaughton Wealth Management
California
$1.72M
ME
119
McIlrath & Eck
Washington
$1.72M
WS
120
Wedbush Securities
California
$1.69M
Stifel Financial
121
Stifel Financial
Missouri
$1.69M
JBA
122
Johnson Bixby & Associates
Washington
$1.67M
FCIM
123
Fairview Capital Investment Management
California
$1.65M
RF
124
RHS Financial
California
$1.62M
DAS
125
Dynamic Advisor Solutions
Arizona
$1.62M