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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
Holders
303
Holders Change
+5
Holders Change %
+1.68%
% of All Funds
4.12%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
30
Increased
109
Reduced
108
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
151
Destination Wealth Management
California
$1.04M +$56.2K +999 +6%
SC
152
Savant Capital
Illinois
$1.04M
BCI
153
Brinker Capital Investments
Pennsylvania
$1.03M -$180K -3,197 -15%
OPS
154
Orion Portfolio Solutions
Nebraska
$1.03M -$180K -3,197 -15%
SIAG
155
Safeguard Investment Advisory Group
California
$1.02M -$42.2K -750 -4%
JSW
156
Journey Strategic Wealth
New Jersey
$985K -$27K -479 -3%
KGP
157
Keystone Global Partners
Colorado
$969K +$969K +17,211 New
Wealth Enhancement Advisory Services
158
Wealth Enhancement Advisory Services
Minnesota
$967K -$104K -1,847 -10%
BA
159
Bristlecone Advisors
Washington
$962K +$259K +4,595 +37%
CIBC Private Wealth Group
160
CIBC Private Wealth Group
Georgia
$927K +$363K +6,656 +64%
LA
161
LM Advisors
California
$901K -$14.8K -263 -2%
FFA
162
Farther Finance Advisors
California
$894K +$737K +13,100 +470%
LI
163
LifeWealth Investments
Florida
$890K
FFG
164
Fiduciary Financial Group
California
$878K +$878K +15,932 New
FTUS
165
Flow Traders U.S.
New York
$868K -$1.7M -30,125 -66%
AF
166
Allworth Financial
California
$866K -$200K -3,613 -19%
DIA
167
Davidson Investment Advisors
Montana
$846K +$189K +3,359 +29%
TBWA
168
Three Bridge Wealth Advisors
California
$824K +$113 +2 +0%
GWS
169
Greykasell Wealth Strategies
California
$811K +$98.3K +1,746 +14%
CIP
170
Capital Insight Partners
Arizona
$803K +$88.4K +1,571 +12%
SFS
171
Strategic Financial Services
New York
$754K +$369K +6,550 +96%
EA
172
Eclectic Associates
California
$744K -$276K -4,911 -27%
ASG
173
Ariston Services Group
California
$724K
TF
174
Tenon Financial
New Jersey
$720K
FMTC
175
Farmers & Merchants Trust Company
California
$715K