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iShares California Muni Bond ETF

312 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 27 funds opening new positions, 137 increasing their positions, 95 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
FF
126
Foronjy Financial
California
$1.52M
CAG
127
Curtis Advisory Group
California
$1.52M
FFG
128
Fiduciary Financial Group
California
$1.52M
SI
129
SimpliFi Inc
California
$1.49M
IC
130
IEQ Capital
California
$1.48M
PA
131
Parallel Advisors
California
$1.47M
Empower Advisory Group
132
Empower Advisory Group
Colorado
$1.47M
DAS
133
Dynamic Advisor Solutions
Arizona
$1.47M
WIM
134
WealthPlan Investment Management
Nebraska
$1.46M
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$1.43M
OMC
136
Old Mission Capital
Illinois
$1.41M
BIA
137
Bell Investment Advisors
California
$1.4M
WAS
138
WESPAC Advisors SoCal
California
$1.39M
CCMI
139
Creative Capital Management Investments
California
$1.38M
DIA
140
Davidson Investment Advisors
Montana
$1.35M
IA
141
IFC Advisors
California
$1.33M
GWMR
142
GC Wealth Management RIA
Massachusetts
$1.32M
HWA
143
HCR Wealth Advisors
California
$1.3M
DWM
144
Destination Wealth Management
California
$1.29M
Wealth Enhancement Advisory Services
145
Wealth Enhancement Advisory Services
Minnesota
$1.26M
CAM
146
Clark Asset Management
New Hampshire
$1.2M
JBA
147
Johnson Bixby & Associates
Washington
$1.17M
SAM
148
Smartleaf Asset Management
Massachusetts
$1.17M
Goldman Sachs
149
Goldman Sachs
New York
$1.17M
UCFA
150
United Capital Financial Advisors
Texas
$1.15M