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iShares California Muni Bond ETF

311 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 35 funds opening new positions, 113 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+8
Holders Change %
+2.64%
% of All Funds
4.17%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
35
Increased
113
Reduced
113
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HWMC
101
Heritage Wealth Management (California)
California
$2.62M -$95K -1,705 -3%
Osaic Holdings
102
Osaic Holdings
Arizona
$2.59M -$9M -158,050 -78%
WANY
103
Wealthspire Advisors (New York)
New York
$2.54M -$759K -13,616 -23%
UCFA
104
United Capital Financial Advisors
Texas
$2.43M -$3.21M -57,670 -57%
GAM
105
Gould Asset Management
California
$2.39M -$338K -6,060 -12%
WIM
106
Westside Investment Management
California
$2.24M -$81.1K -1,455 -3%
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$2.24M +$129K +2,318 +6%
MFG
108
Merit Financial Group
Georgia
$2.2M +$2.2M +39,443 New
W
109
WealthCollab
Washington
$2.18M +$204K +3,664 +10%
ECM
110
Evergreen Capital Management
Washington
$2.13M +$226K +4,050 +12%
Stifel Financial
111
Stifel Financial
Missouri
$2.11M +$437K +7,836 +26%
OMC
112
Old Mission Capital
Illinois
$2.11M +$1.6M +28,653 +313%
JSW
113
Journey Strategic Wealth
New Jersey
$2.11M +$1.13M +20,284 +116%
IWC
114
Integrated Wealth Concepts
Massachusetts
$1.91M -$153K -2,749 -7%
Citadel Advisors
115
Citadel Advisors
Florida
$1.9M -$173K -3,110 -8%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$1.89M +$155K +2,780 +9%
CCMI
117
Creative Capital Management Investments
California
$1.81M -$1.01M -18,032 -36%
WIM
118
WealthPlan Investment Management
Nebraska
$1.79M +$1.79M +32,174 New
ME
119
McIlrath & Eck
Washington
$1.77M +$73.8K +1,324 +4%
FCIM
120
Fairview Capital Investment Management
California
$1.71M +$78K +1,400 +5%
WS
121
Wedbush Securities
California
$1.71M +$27.8K +498 +2%
2WWM
122
21 West Wealth Management
California
$1.62M +$1.62M +29,095 New
SPIA
123
Steward Partners Investment Advisory
New York
$1.58M +$1.28M +23,004 +425%
FF
124
Foronjy Financial
California
$1.57M +$1.57M +28,077 New
RPCA
125
Running Point Capital Advisors
California
$1.55M +$58.5K +1,050 +4%