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iShares California Muni Bond ETF

332 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 43 funds opening new positions, 158 increasing their positions, 70 reducing their positions, and 21 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:

1.01% more ownership

Funds ownership: 70.57%71.59% (+1%)

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
332
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
WT
101
Whittier Trust
California
$3.11M
LPAM
102
Lodestar Private Asset Management
California
$3.07M
CF
103
Conquis Financial
California
$3M
Stifel Financial
104
Stifel Financial
Missouri
$2.88M
DC
105
DeDora Capital
California
$2.82M
2WWM
106
21 West Wealth Management
California
$2.82M
HWMC
107
Heritage Wealth Management (California)
California
$2.81M
QCM
108
Quantinno Capital Management
New York
$2.74M
BOS
109
Bank of Stockton
California
$2.72M
SW
110
SteelPeak Wealth
California
$2.62M
GAM
111
Gould Asset Management
California
$2.6M
ATPW
112
Ashton Thomas Private Wealth
Arizona
$2.6M
W
113
WealthCollab
Washington
$2.53M
ME
114
McIlrath & Eck
Washington
$2.51M
DWM
115
Destination Wealth Management
California
$2.5M
JSW
116
Journey Strategic Wealth
New Jersey
$2.4M
WIM
117
Westside Investment Management
California
$2.38M
GKWIM
118
Gerber Kawasaki Wealth & Investment Management
California
$2.36M
MFG
119
Merit Financial Group
Georgia
$2.34M
BRPW
120
Ballast Rock Private Wealth
South Carolina
$2.31M
FA
121
FF Advisors
California
$2.31M
EWM
122
Empirical Wealth Management
Washington
$2.25M
Empower Advisory Group
123
Empower Advisory Group
Colorado
$2.13M
Goldman Sachs
124
Goldman Sachs
New York
$2.03M
SAI
125
Savvy Advisors Inc
New York
$1.96M