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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 108

2.06% less ownership

Funds ownership: 80.56%78.5% (-2.1%)

Holders
303
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
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
DWM
151
Destination Wealth Management
California
$1.04M
SC
152
Savant Capital
Illinois
$1.04M
OPS
153
Orion Portfolio Solutions
Nebraska
$1.03M
BCI
154
Brinker Capital Investments
Pennsylvania
$1.03M
SIAG
155
Safeguard Investment Advisory Group
California
$1.02M
JSW
156
Journey Strategic Wealth
New Jersey
$985K
KGP
157
Keystone Global Partners
Colorado
$969K
Wealth Enhancement Advisory Services
158
Wealth Enhancement Advisory Services
Minnesota
$967K
BA
159
Bristlecone Advisors
Washington
$962K
CIBC Private Wealth Group
160
CIBC Private Wealth Group
Georgia
$927K
LA
161
LM Advisors
California
$901K
FFA
162
Farther Finance Advisors
California
$894K
LI
163
LifeWealth Investments
Florida
$890K
FFG
164
Fiduciary Financial Group
California
$878K
FTUS
165
Flow Traders U.S.
New York
$868K
AF
166
Allworth Financial
California
$866K
DIA
167
Davidson Investment Advisors
Montana
$846K
TBWA
168
Three Bridge Wealth Advisors
California
$824K
GWS
169
Greykasell Wealth Strategies
California
$811K
CIP
170
Capital Insight Partners
Arizona
$803K
SFS
171
Strategic Financial Services
New York
$754K
EA
172
Eclectic Associates
California
$744K
ASG
173
Ariston Services Group
California
$724K
TF
174
Tenon Financial
New Jersey
$720K
FMTC
175
Farmers & Merchants Trust Company
California
$715K