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iShares California Muni Bond ETF

329 hedge funds and large institutions have $2.71B invested in iShares California Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 156 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.9% more ownership

Funds ownership: 70.57%71.47% (+0.9%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.03M

Holders
329
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$1.03M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
101
Lodestar Private Asset Management
California
$3.07M
CF
102
Conquis Financial
California
$3M
Stifel Financial
103
Stifel Financial
Missouri
$2.88M
DC
104
DeDora Capital
California
$2.82M
2WWM
105
21 West Wealth Management
California
$2.82M
HWMC
106
Heritage Wealth Management (California)
California
$2.81M
QCM
107
Quantinno Capital Management
New York
$2.74M
BOS
108
Bank of Stockton
California
$2.72M
SW
109
SteelPeak Wealth
California
$2.62M
GAM
110
Gould Asset Management
California
$2.6M
ATPW
111
Ashton Thomas Private Wealth
Arizona
$2.6M
W
112
WealthCollab
Washington
$2.53M
ME
113
McIlrath & Eck
Washington
$2.51M
DWM
114
Destination Wealth Management
California
$2.5M
JSW
115
Journey Strategic Wealth
New Jersey
$2.4M
WIM
116
Westside Investment Management
California
$2.38M
GKWIM
117
Gerber Kawasaki Wealth & Investment Management
California
$2.36M
MFG
118
Merit Financial Group
Georgia
$2.34M
BRPW
119
Ballast Rock Private Wealth
South Carolina
$2.31M
FA
120
FF Advisors
California
$2.31M
EWM
121
Empirical Wealth Management
Washington
$2.25M
Empower Advisory Group
122
Empower Advisory Group
Colorado
$2.13M
Goldman Sachs
123
Goldman Sachs
New York
$2.03M
SAI
124
Savvy Advisors Inc
New York
$1.96M
VT
125
Vise Technologies
New York
$1.95M