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iShares California Muni Bond ETF

312 hedge funds and large institutions have $2.69B invested in iShares California Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 113 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+9
Holders Change %
+2.97%
% of All Funds
4.18%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
36
Increased
113
Reduced
113
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JBA
151
Johnson Bixby & Associates
Washington
$1.15M -$505K -9,064 -31%
BIA
152
Bell Investment Advisors
California
$1.05M -$3.09M -55,377 -75%
THL
153
Tillman Hartley LLC
Colorado
$1.05M
SIG
154
Spinnaker Investment Group
California
$1.04M -$161K -2,880 -13%
IUHSA
155
Itau Unibanco Holding S.A.
Brazil
$1.02M +$572K +10,259 +127%
DWM
156
Destination Wealth Management
California
$998K -$33.4K -599 -3%
Susquehanna International Group
157
Susquehanna International Group
Pennsylvania
$984K -$12.7M -228,127 -93%
WN
158
Williams & Novak
California
$967K -$1.39M -25,020 -59%
KGP
159
Keystone Global Partners
Colorado
$953K -$5.85K -105 -0.6%
BA
160
Bristlecone Advisors
Washington
$951K -$1.95K -35 -0.2%
BCI
161
Brinker Capital Investments
Pennsylvania
$933K -$82.7K -1,484 -8%
WRPWM
162
Werba Rubin Papier Wealth Management
California
$921K +$262K +4,703 +40%
SIAG
163
Safeguard Investment Advisory Group
California
$907K -$99.4K -1,784 -10%
LA
164
LM Advisors
California
$892K
LI
165
LifeWealth Investments
Florida
$881K
AF
166
Allworth Financial
California
$877K +$3.85K +69 +0.4%
ODA
167
One Degree Advisors
California
$871K +$871K +15,632 New
PDL
168
Portfolio Design Labs
California
$859K +$859K +15,406 New
GWS
169
Greykasell Wealth Strategies
California
$815K +$11.9K +213 +1%
Lido Advisors
170
Lido Advisors
California
$813K -$425K -7,621 -34%
BCM
171
Brasada Capital Management
Texas
$795K +$795K +14,300 New
ATPW
172
Ashton Thomas Private Wealth
Arizona
$775K +$775K +13,896 New
GWMR
173
GC Wealth Management RIA
Massachusetts
$747K +$747K +13,406 New
Corient Private Wealth
174
Corient Private Wealth
Florida
$744K +$529K +9,489 +246%
PCMC
175
Paragon Capital Management (Colorado)
Colorado
$728K +$728K +13,065 New