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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
DIA
151
Davidson Investment Advisors
Montana
$1.35M
WANY
152
Wealthspire Advisors (New York)
New York
$1.34M
KAS
153
Kestra Advisory Services
Texas
$1.34M
Wealth Enhancement Advisory Services
154
Wealth Enhancement Advisory Services
Minnesota
$1.33M
PIA
155
Perennial Investment Advisors
California
$1.32M
SIG
156
Spinnaker Investment Group
California
$1.26M
HWA
157
HCR Wealth Advisors
California
$1.23M
CAM
158
Clark Asset Management
New Hampshire
$1.21M
SAM
159
Smartleaf Asset Management
Massachusetts
$1.2M
JBA
160
Johnson Bixby & Associates
Washington
$1.18M
Citadel Advisors
161
Citadel Advisors
Florida
$1.18M
AF
162
Allworth Financial
California
$1.17M
UCFA
163
United Capital Financial Advisors
Texas
$1.15M
IA
164
IFC Advisors
California
$1.1M
THL
165
Tillman Hartley LLC
Colorado
$1.1M
WAP
166
Wealthcare Advisory Partners
Pennsylvania
$1.08M
AMG
167
APS Management Group
California
$1.05M
IWC
168
Integrated Wealth Concepts
Massachusetts
$1.05M
SFS
169
Strategic Financial Services
New York
$1.04M
REMPR
170
Roof Eidam Maycock Peralta (REMP)
California
$1.03M
WN
171
Williams & Novak
California
$1.01M
LNWTC
172
Laird Norton Wetherby Trust Company
Washington
$1M
II
173
Impact Investors
California
$929K
ACP
174
Argyle Capital Partners
California
$913K
LI
175
LifeWealth Investments
Florida
$908K