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iShares California Muni Bond ETF

303 hedge funds and large institutions have $2.96B invested in iShares California Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 108 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 108

2.06% less ownership

Funds ownership: 80.56%78.5% (-2.1%)

Holders
303
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
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
TW
126
Towerpoint Wealth
California
$1.52M
RPCA
127
Running Point Capital Advisors
California
$1.51M
CAM
128
Clark Asset Management
New Hampshire
$1.47M
Empower Advisory Group
129
Empower Advisory Group
Colorado
$1.44M
PFS
130
Prospera Financial Services
Texas
$1.43M
HSBC Holdings
131
HSBC Holdings
United Kingdom
$1.4M
SI
132
SimpliFi Inc
California
$1.39M
SOWAS
133
Silver Oak Wealth Advisors Services
California
$1.36M
SRWM
134
Shira Ridge Wealth Management
California
$1.36M
PCWA
135
Pacific Capital Wealth Advisors
California
$1.34M
HWA
136
HCR Wealth Advisors
California
$1.34M
ACP
137
Argyle Capital Partners
California
$1.32M
IA
138
IFC Advisors
California
$1.31M
MAWA
139
Moss Adams Wealth Advisors
Washington
$1.25M
Lido Advisors
140
Lido Advisors
California
$1.25M
IC
141
IEQ Capital
California
$1.23M
SIG
142
Spinnaker Investment Group
California
$1.22M
Comerica Bank
143
Comerica Bank
Texas
$1.2M
GKWIM
144
Gerber Kawasaki Wealth & Investment Management
California
$1.13M
CAG
145
Curtis Advisory Group
California
$1.13M
WAP
146
Wealthcare Advisory Partners
Pennsylvania
$1.12M
Renaissance Technologies
147
Renaissance Technologies
New York
$1.07M
CF
148
Conquis Financial
California
$1.07M
KAS
149
Kestra Advisory Services
Texas
$1.06M
THL
150
Tillman Hartley LLC
Colorado
$1.06M