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iShares California Muni Bond ETF

336 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 44 funds opening new positions, 159 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 70

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

13% more capital invested

Capital invested by funds: $2.39B → $2.71B (+$321M)

7% more funds holding

Funds holding: 315336 (+21)

1.04% more ownership

Funds ownership: 70.6%71.65% (+1%)

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
336
Holders Change
+21
Holders Change %
+6.67%
% of All Funds
4.09%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.17%
New
44
Increased
159
Reduced
70
Closed
21
Calls
Puts
$1.03M
Net Calls
-$1.03M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
DIA
151
Davidson Investment Advisors
Montana
$1.35M -$12.4K -216 -0.9%
WANY
152
Wealthspire Advisors (New York)
New York
$1.34M -$1.34M -23,263 -50%
KAS
153
Kestra Advisory Services
Texas
$1.34M -$209K -3,640 -14%
Wealth Enhancement Advisory Services
154
Wealth Enhancement Advisory Services
Minnesota
$1.33M +$54K +940 +4%
PIA
155
Perennial Investment Advisors
California
$1.32M +$342K +5,963 +35%
HSBC Holdings
156
HSBC Holdings
United Kingdom
$1.3M +$749K +13,049 +136%
SIG
157
Spinnaker Investment Group
California
$1.26M +$217K +3,781 +21%
HWA
158
HCR Wealth Advisors
California
$1.23M -$88.5K -1,542 -7%
CAM
159
Clark Asset Management
New Hampshire
$1.21M +$1.09K +19 +0.1%
SAM
160
Smartleaf Asset Management
Massachusetts
$1.2M +$15.2K +265 +1%
JBA
161
Johnson Bixby & Associates
Washington
$1.18M
Citadel Advisors
162
Citadel Advisors
Florida
$1.18M -$2.44M -42,456 -67%
AF
163
Allworth Financial
California
$1.17M +$105K +1,824 +10%
UCFA
164
United Capital Financial Advisors
Texas
$1.15M -$2.01K -35 -0.2%
IA
165
IFC Advisors
California
$1.1M -$244K -4,243 -18%
THL
166
Tillman Hartley LLC
Colorado
$1.1M +$20.6K +358 +2%
WAP
167
Wealthcare Advisory Partners
Pennsylvania
$1.08M
AMG
168
APS Management Group
California
$1.05M +$23K +401 +2%
IWC
169
Integrated Wealth Concepts
Massachusetts
$1.05M -$855K -14,901 -45%
SFS
170
Strategic Financial Services
New York
$1.04M +$1.03M +17,880 New
REMPR
171
Roof Eidam Maycock Peralta (REMP)
California
$1.03M
WN
172
Williams & Novak
California
$1.01M -$75.8K -1,320 -7%
IFG
173
Independent Financial Group
California
$1.01M +$43.6K +760 +5%
LNWTC
174
Laird Norton Wetherby Trust Company
Washington
$1M +$999K +17,405 New
VFP
175
Vilga Financial Planning
New Jersey
$989K +$988K +17,210 New