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iShares California Muni Bond ETF

312 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 27 funds opening new positions, 137 increasing their positions, 95 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
SW
101
SteelPeak Wealth
California
$2.71M
HWMC
102
Heritage Wealth Management (California)
California
$2.67M
WANY
103
Wealthspire Advisors (New York)
New York
$2.65M
Stifel Financial
104
Stifel Financial
Missouri
$2.59M
GAM
105
Gould Asset Management
California
$2.48M
QCM
106
Quantinno Capital Management
New York
$2.48M
W
107
WealthCollab
Washington
$2.38M
2WWM
108
21 West Wealth Management
California
$2.37M
WIM
109
Westside Investment Management
California
$2.25M
MFG
110
Merit Financial Group
Georgia
$2.25M
JSW
111
Journey Strategic Wealth
New Jersey
$2.24M
CF
112
Conquis Financial
California
$2.15M
ATPW
113
Ashton Thomas Private Wealth
Arizona
$2.12M
ME
114
McIlrath & Eck
Washington
$1.99M
EWM
115
Empirical Wealth Management
Washington
$1.94M
IWC
116
Integrated Wealth Concepts
Massachusetts
$1.89M
SAI
117
Savvy Advisors Inc
New York
$1.81M
ECM
118
Evergreen Capital Management
Washington
$1.78M
NA
119
NewEdge Advisors
Louisiana
$1.78M
WS
120
Wedbush Securities
California
$1.75M
FCIM
121
Fairview Capital Investment Management
California
$1.73M
MWM
122
McNaughton Wealth Management
California
$1.66M
RPCA
123
Running Point Capital Advisors
California
$1.61M
TW
124
Towerpoint Wealth
California
$1.54M
KAS
125
Kestra Advisory Services
Texas
$1.53M