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iShares California Muni Bond ETF

348 hedge funds and large institutions have $2.87B invested in iShares California Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

78% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 89

6% more capital invested

Capital invested by funds: $2.71B → $2.87B (+$155M)

4% more funds holding

Funds holding: 336348 (+12)

1.72% less ownership

Funds ownership: 71.65%69.92% (-1.7%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
348
Holders Change
+12
Holders Change %
+3.57%
% of All Funds
4.28%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.16%
New
39
Increased
158
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VAF
176
Values Added Financial
District of Columbia
$841K -$1.09M -18,878 -56%
SWP
177
Sagespring Wealth Partners
Tennessee
$836K +$58 +1 +0%
SRWM
178
Shira Ridge Wealth Management
California
$822K +$77.6K +1,345 +10%
TWCA
179
Two West Capital Advisors
Kansas
$814K +$62K +1,075 +8%
DPI
180
Diversified Portfolios Inc
Michigan
$804K +$204K +3,529 +33%
PDL
181
Portfolio Design Labs
California
$795K -$32.4K -562 -4%
Goldman Sachs
182
Goldman Sachs
New York
$783K -$1.24M -21,566 -61%
ACA
183
Atlas Capital Advisors
Wyoming
$778K +$790K +13,688 New
IW
184
Instrumental Wealth
Florida
$774K +$1.9K +33 +0.2%
CC
185
Climber Capital
Switzerland
$718K
AIM
186
Aspen Investment Management
Michigan
$706K
BCM
187
Boltwood Capital Management
California
$706K +$41K +710 +6%
IIA
188
Integrity Investment Advisors
Colorado
$697K +$404 +7 +0.1%
Lido Advisors
189
Lido Advisors
California
$695K -$170K -2,942 -19%
Natixis Advisors
190
Natixis Advisors
Massachusetts
$690K +$700K +12,137 New
GWMR
191
GC Wealth Management RIA
Massachusetts
$687K +$63.5K +1,100 +10%
Brown Advisory
192
Brown Advisory
Maryland
$687K +$1.1K +19 +0.2%
BCM
193
Brasada Capital Management
Texas
$686K -$84.2K -1,460 -11%
MCM
194
Mattern Capital Management
Colorado
$685K -$50.3K -872 -7%
MWM
195
Modern Wealth Management
Kansas
$681K +$217K +3,764 +46%
RW
196
RVW Wealth
California
$676K +$686K +11,897 New
OC
197
Oppenheimer & Co
New York
$674K +$311K +5,396 +84%
Cambridge Investment Research Advisors
198
Cambridge Investment Research Advisors
Iowa
$673K -$2.37K -41 -0.3%
TIAM2
199
Tru Independence Asset Management 2
Oregon
$671K
TLFA
200
True Link Financial Advisors
California
$660K -$11.5K -200 -2%