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iShares California Muni Bond ETF

315 hedge funds and large institutions have $2.39B invested in iShares California Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 137 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 97

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

1% less funds holding

Funds holding: 318315 (-3)

4.81% less ownership

Funds ownership: 75.42%70.6% (-4.8%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

11% less capital invested

Capital invested by funds: $2.7B → $2.39B (-$310M)

Holders
315
Holders Change
-3
Holders Change %
-0.94%
% of All Funds
4.13%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
28
Increased
137
Reduced
97
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
101
SteelPeak Wealth
California
$2.71M -$691K -12,348 -21%
HWMC
102
Heritage Wealth Management (California)
California
$2.67M -$9.62K -172 -0.4%
WANY
103
Wealthspire Advisors (New York)
New York
$2.65M +$51K +912 +2%
Stifel Financial
104
Stifel Financial
Missouri
$2.59M +$423K +7,562 +20%
GAM
105
Gould Asset Management
California
$2.48M +$34.4K +615 +1%
QCM
106
Quantinno Capital Management
New York
$2.48M +$1.03M +18,438 +74%
W
107
WealthCollab
Washington
$2.38M +$147K +2,625 +7%
2WWM
108
21 West Wealth Management
California
$2.37M +$692K +12,368 +43%
WIM
109
Westside Investment Management
California
$2.25M -$41.8K -747 -2%
MFG
110
Merit Financial Group
Georgia
$2.25M +$112 +2 +0%
JSW
111
Journey Strategic Wealth
New Jersey
$2.24M +$79.9K +1,428 +4%
CF
112
Conquis Financial
California
$2.15M +$590K +10,546 +39%
ATPW
113
Ashton Thomas Private Wealth
Arizona
$2.12M +$1.3M +23,321 +168%
ME
114
McIlrath & Eck
Washington
$1.99M +$177K +3,165 +10%
EWM
115
Empirical Wealth Management
Washington
$1.94M +$547K +9,776 +40%
IWC
116
Integrated Wealth Concepts
Massachusetts
$1.89M -$58K -1,037 -3%
SAI
117
Savvy Advisors Inc
New York
$1.81M +$1.78M +31,756 New
LI
118
LifeWealth Investments
Florida
$1.8M
ECM
119
Evergreen Capital Management
Washington
$1.78M -$392K -7,000 -18%
NA
120
NewEdge Advisors
Louisiana
$1.78M -$4.77M -85,274 -73%
WS
121
Wedbush Securities
California
$1.75M
FCIM
122
Fairview Capital Investment Management
California
$1.73M -$23.8K -425 -1%
MWM
123
McNaughton Wealth Management
California
$1.66M +$204K +3,639 +14%
RPCA
124
Running Point Capital Advisors
California
$1.61M +$20.4K +364 +1%
TW
125
Towerpoint Wealth
California
$1.54M +$2.8K +50 +0.2%