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iShares California Muni Bond ETF

315 hedge funds and large institutions have $2.39B invested in iShares California Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 137 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 97

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

1% less funds holding

Funds holding: 318315 (-3)

4.81% less ownership

Funds ownership: 75.42%70.6% (-4.8%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

11% less capital invested

Capital invested by funds: $2.7B → $2.39B (-$310M)

Holders
315
Holders Change
-3
Holders Change %
-0.94%
% of All Funds
4.13%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
28
Increased
137
Reduced
97
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
126
Kestra Advisory Services
Texas
$1.53M +$30.4K +544 +2%
FF
127
Foronjy Financial
California
$1.52M -$80.2K -1,434 -5%
CAG
128
Curtis Advisory Group
California
$1.52M +$17.8K +318 +1%
FFG
129
Fiduciary Financial Group
California
$1.52M +$91.6K +1,637 +7%
SI
130
SimpliFi Inc
California
$1.49M +$11.1K +199 +0.8%
IC
131
IEQ Capital
California
$1.48M +$223K +3,993 +18%
PA
132
Parallel Advisors
California
$1.47M -$74.9K -1,338 -5%
Empower Advisory Group
133
Empower Advisory Group
Colorado
$1.47M -$93.8K -1,676 -6%
DAS
134
Dynamic Advisor Solutions
Arizona
$1.47M -$11K -197 -0.8%
WIM
135
WealthPlan Investment Management
Nebraska
$1.46M -$367K -6,565 -20%
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$1.43M -$504K -9,002 -26%
OMC
137
Old Mission Capital
Illinois
$1.41M -$727K -12,999 -34%
BIA
138
Bell Investment Advisors
California
$1.4M +$325K +5,817 +31%
WAS
139
WESPAC Advisors SoCal
California
$1.39M +$1.36M +24,386 New
CCMI
140
Creative Capital Management Investments
California
$1.38M -$462K -8,264 -25%
DIA
141
Davidson Investment Advisors
Montana
$1.35M +$116K +2,068 +10%
IA
142
IFC Advisors
California
$1.33M -$43.4K -775 -3%
GWMR
143
GC Wealth Management RIA
Massachusetts
$1.32M +$546K +9,761 +73%
HWA
144
HCR Wealth Advisors
California
$1.3M -$60.6K -1,084 -5%
DWM
145
Destination Wealth Management
California
$1.29M +$266K +4,753 +27%
Wealth Enhancement Advisory Services
146
Wealth Enhancement Advisory Services
Minnesota
$1.26M +$765K +13,675 +163%
CAM
147
Clark Asset Management
New Hampshire
$1.2M -$129K -2,310 -10%
JBA
148
Johnson Bixby & Associates
Washington
$1.17M
SAM
149
Smartleaf Asset Management
Massachusetts
$1.17M -$56.8K -1,015 -5%
Goldman Sachs
150
Goldman Sachs
New York
$1.17M -$4.5M -80,393 -80%