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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
Holders
303
Holders Change
+5
Holders Change %
+1.68%
% of All Funds
4.12%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
30
Increased
109
Reduced
108
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TW
126
Towerpoint Wealth
California
$1.52M -$6.7K -119 -0.4%
RPCA
127
Running Point Capital Advisors
California
$1.51M
CAM
128
Clark Asset Management
New Hampshire
$1.47M +$82.7K +1,470 +6%
Empower Advisory Group
129
Empower Advisory Group
Colorado
$1.44M +$17.8K +317 +1%
PFS
130
Prospera Financial Services
Texas
$1.43M +$478K +8,500 +50%
HSBC Holdings
131
HSBC Holdings
United Kingdom
$1.4M +$15K +266 +1%
SI
132
SimpliFi Inc
California
$1.39M +$26.3K +468 +2%
SOWAS
133
Silver Oak Wealth Advisors Services
California
$1.36M +$265K +4,711 +24%
SRWM
134
Shira Ridge Wealth Management
California
$1.36M -$57.6K -1,023 -4%
PCWA
135
Pacific Capital Wealth Advisors
California
$1.34M -$249K -4,416 -16%
HWA
136
HCR Wealth Advisors
California
$1.34M +$2.31K +41 +0.2%
ACP
137
Argyle Capital Partners
California
$1.32M -$44.9K -797 -3%
IA
138
IFC Advisors
California
$1.31M +$32.6K +579 +3%
MAWA
139
Moss Adams Wealth Advisors
Washington
$1.25M
Lido Advisors
140
Lido Advisors
California
$1.25M +$919K +16,332 +278%
IC
141
IEQ Capital
California
$1.23M +$775K +13,771 +171%
SIG
142
Spinnaker Investment Group
California
$1.22M -$1.09M -19,448 -47%
Comerica Bank
143
Comerica Bank
Texas
$1.2M +$487K +8,648 +69%
GKWIM
144
Gerber Kawasaki Wealth & Investment Management
California
$1.13M +$345K +6,135 +44%
CAG
145
Curtis Advisory Group
California
$1.13M -$483K -8,578 -30%
WAP
146
Wealthcare Advisory Partners
Pennsylvania
$1.12M +$2.2K +39 +0.2%
Renaissance Technologies
147
Renaissance Technologies
New York
$1.07M -$1.41M -24,972 -57%
CF
148
Conquis Financial
California
$1.07M +$103K +1,829 +11%
KAS
149
Kestra Advisory Services
Texas
$1.06M -$4.22M -75,008 -80%
THL
150
Tillman Hartley LLC
Colorado
$1.06M