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iShares California Muni Bond ETF

348 hedge funds and large institutions have $2.87B invested in iShares California Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

78% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 89

6% more capital invested

Capital invested by funds: $2.71B → $2.87B (+$155M)

4% more funds holding

Funds holding: 336348 (+12)

1.72% less ownership

Funds ownership: 71.65%69.92% (-1.7%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
348
Holders Change
+12
Holders Change %
+3.57%
% of All Funds
4.28%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.16%
New
39
Increased
158
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IC
126
IEQ Capital
California
$1.91M +$2.37K +41 +0.1%
WS
127
Wedbush Securities
California
$1.89M +$77.7K +1,346 +4%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$1.88M +$400K +6,929 +27%
FCIM
129
Fairview Capital Investment Management
California
$1.87M -$17.3K -300 -0.9%
SI
130
SimpliFi Inc
California
$1.87M +$66.3K +1,149 +4%
NA
131
NewEdge Advisors
Louisiana
$1.84M +$148K +2,566 +9%
T. Rowe Price Associates
132
T. Rowe Price Associates
Maryland
$1.71M
PIA
133
Perennial Investment Advisors
California
$1.66M +$364K +6,316 +28%
WAS
134
WESPAC Advisors SoCal
California
$1.65M -$169K -2,921 -9%
FF
135
Foronjy Financial
California
$1.61M -$74.4K -1,289 -4%
CAM
136
Clark Asset Management
New Hampshire
$1.57M +$374K +6,485 +31%
Corient Private Wealth
137
Corient Private Wealth
Florida
$1.57M -$2.12M -36,741 -57%
TIAA Trust, National Association
138
TIAA Trust, National Association
North Carolina
$1.56M -$37.7M -653,674 -96%
CAG
139
Curtis Advisory Group
California
$1.56M +$17.7K +307 +1%
TW
140
Towerpoint Wealth
California
$1.54M +$1.79K +31 +0.1%
HWAM
141
Hennion & Walsh Asset Management
New Jersey
$1.52M +$157K +2,719 +11%
FFG
142
Fiduciary Financial Group
California
$1.46M -$50.4K -874 -3%
PA
143
Parallel Advisors
California
$1.46M -$13.5K -234 -0.9%
CCMI
144
Creative Capital Management Investments
California
$1.45M +$38.9K +674 +3%
FPAS
145
Focus Partners Advisor Solutions
Missouri
$1.43M +$1.12M +19,352 +331%
SAM
146
Smartleaf Asset Management
Massachusetts
$1.33M +$153K +2,655 +13%
MWM
147
McNaughton Wealth Management
California
$1.33M -$195K -3,383 -13%
WANY
148
Wealthspire Advisors (New York)
New York
$1.32M +$173 +3 +0%
DIA
149
Davidson Investment Advisors
Montana
$1.32M -$15.5K -269 -1%
KGP
150
Keystone Global Partners
Colorado
$1.31M +$571K +9,893 +75%