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iShares California Muni Bond ETF

315 hedge funds and large institutions have $2.39B invested in iShares California Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 137 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 97

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

1% less funds holding

Funds holding: 318315 (-3)

4.81% less ownership

Funds ownership: 75.42%70.6% (-4.8%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

11% less capital invested

Capital invested by funds: $2.7B → $2.39B (-$310M)

Holders
315
Holders Change
-3
Holders Change %
-0.94%
% of All Funds
4.13%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
28
Increased
137
Reduced
97
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
151
United Capital Financial Advisors
Texas
$1.15M -$1.32M -23,511 -54%
WN
152
Williams & Novak
California
$1.08M +$87.3K +1,561 +9%
WAP
153
Wealthcare Advisory Partners
Pennsylvania
$1.08M -$214K -3,821 -17%
THL
154
Tillman Hartley LLC
Colorado
$1.07M
FFA
155
Farther Finance Advisors
California
$1.07M +$330K +5,903 +46%
AF
156
Allworth Financial
California
$1.05M +$155K +2,763 +18%
SIG
157
Spinnaker Investment Group
California
$1.04M -$28.5K -509 -3%
AMG
158
APS Management Group
California
$1.02M +$1M +17,920 New
REMPR
159
Roof Eidam Maycock Peralta (REMP)
California
$1.02M +$1,000K +17,867 New
CIP
160
Capital Insight Partners
Arizona
$974K +$511K +9,137 +115%
PIA
161
Perennial Investment Advisors
California
$969K +$534K +9,549 +128%
IFG
162
Independent Financial Group
California
$955K +$937K +16,740 New
HWAM
163
Hennion & Walsh Asset Management
New Jersey
$938K +$469K +8,382 +104%
II
164
Impact Investors
California
$922K +$905K +16,169 New
LA
165
LM Advisors
California
$913K
ACP
166
Argyle Capital Partners
California
$906K -$390K -6,965 -30%
BA
167
Bristlecone Advisors
Washington
$896K -$76.1K -1,361 -8%
EGM
168
Engineers Gate Manager
New York
$882K +$866K +15,470 New
GWS
169
Greykasell Wealth Strategies
California
$869K +$34.2K +611 +4%
NAS
170
NWF Advisory Services
California
$866K +$159K +2,836 +23%
Lido Advisors
171
Lido Advisors
California
$865K +$32.5K +581 +4%
CAG
172
Crestwood Advisors Group
Massachusetts
$856K +$253K +4,531 +43%
PDL
173
Portfolio Design Labs
California
$840K -$38.2K -683 -4%
BCM
174
Brasada Capital Management
Texas
$774K -$40.2K -718 -5%
TWCA
175
Two West Capital Advisors
Kansas
$757K