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iShares California Muni Bond ETF

336 hedge funds and large institutions have $2.71B invested in iShares California Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 159 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 70

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

13% more capital invested

Capital invested by funds: $2.39B → $2.71B (+$321M)

7% more funds holding

Funds holding: 315336 (+21)

1.04% more ownership

Funds ownership: 70.6%71.65% (+1%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.03M

Holders
336
Holders Change
+21
Holders Change %
+6.67%
% of All Funds
4.09%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.17%
New
44
Increased
159
Reduced
70
Closed
21
Calls
Puts
$1.03M
Net Calls
-$1.03M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
VT
126
Vise Technologies
New York
$1.95M +$1.95M +34,016 New
VAF
127
Values Added Financial
District of Columbia
$1.93M +$1.2M +20,895 +164%
IC
128
IEQ Capital
California
$1.92M +$436K +7,600 +29%
FCIM
129
Fairview Capital Investment Management
California
$1.91M +$167K +2,901 +10%
LCM
130
Leisure Capital Management
California
$1.88M +$1.88M +32,714 New
WS
131
Wedbush Securities
California
$1.84M +$77.5K +1,350 +4%
WAS
132
WESPAC Advisors SoCal
California
$1.83M +$431K +7,510 +31%
ECM
133
Evergreen Capital Management
Washington
$1.83M +$37.3K +650 +2%
SI
134
SimpliFi Inc
California
$1.82M +$325K +5,658 +22%
EPW
135
Evolve Private Wealth
California
$1.78M +$1.78M +31,045 New
BIA
136
Bell Investment Advisors
California
$1.72M +$305K +5,309 +22%
NA
137
NewEdge Advisors
Louisiana
$1.71M -$78.7K -1,371 -4%
FF
138
Foronjy Financial
California
$1.7M +$168K +2,931 +11%
Allspring Global Investments
139
Allspring Global Investments
North Carolina
$1.64M +$1.64M +28,506 New
RPCA
140
Running Point Capital Advisors
California
$1.62M +$3.5K +61 +0.2%
CAG
141
Curtis Advisory Group
California
$1.56M +$32.6K +568 +2%
TW
142
Towerpoint Wealth
California
$1.55M -$2.58K -45 -0.2%
MWM
143
McNaughton Wealth Management
California
$1.53M -$139K -2,417 -8%
GRP
144
Global Retirement Partners
California
$1.53M +$872K +15,190 +132%
FFG
145
Fiduciary Financial Group
California
$1.53M
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$1.5M +$66.4K +1,156 +5%
PA
147
Parallel Advisors
California
$1.49M +$4.65K +81 +0.3%
CCMI
148
Creative Capital Management Investments
California
$1.43M +$34.8K +607 +3%
WIM
149
WealthPlan Investment Management
Nebraska
$1.41M -$56.8K -990 -4%
HWAM
150
Hennion & Walsh Asset Management
New Jersey
$1.38M +$434K +7,564 +46%