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iShares California Muni Bond ETF

329 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 42 funds opening new positions, 156 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.9% more ownership

Funds ownership: 70.57%71.47% (+0.9%)

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
329
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$1.03M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VAF
126
Values Added Financial
District of Columbia
$1.93M
IC
127
IEQ Capital
California
$1.92M
FCIM
128
Fairview Capital Investment Management
California
$1.91M
LCM
129
Leisure Capital Management
California
$1.88M
Corient Private Wealth
130
Corient Private Wealth
Florida
$1.85M
WS
131
Wedbush Securities
California
$1.84M
WAS
132
WESPAC Advisors SoCal
California
$1.83M
ECM
133
Evergreen Capital Management
Washington
$1.83M
SI
134
SimpliFi Inc
California
$1.82M
EPW
135
Evolve Private Wealth
California
$1.78M
BIA
136
Bell Investment Advisors
California
$1.72M
NA
137
NewEdge Advisors
Louisiana
$1.71M
FF
138
Foronjy Financial
California
$1.7M
Allspring Global Investments
139
Allspring Global Investments
North Carolina
$1.64M
RPCA
140
Running Point Capital Advisors
California
$1.62M
CAG
141
Curtis Advisory Group
California
$1.56M
TW
142
Towerpoint Wealth
California
$1.55M
MWM
143
McNaughton Wealth Management
California
$1.53M
GRP
144
Global Retirement Partners
California
$1.53M
FFG
145
Fiduciary Financial Group
California
$1.53M
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$1.5M
PA
147
Parallel Advisors
California
$1.49M
CCMI
148
Creative Capital Management Investments
California
$1.43M
WIM
149
WealthPlan Investment Management
Nebraska
$1.41M
HWAM
150
Hennion & Walsh Asset Management
New Jersey
$1.38M