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iShares California Muni Bond ETF

303 hedge funds and large institutions have $2.96B invested in iShares California Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 108 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 108

2.06% less ownership

Funds ownership: 80.56%78.5% (-2.1%)

Holders
303
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IW
176
Instrumental Wealth
Florida
$698K
TF
177
TME Financial
California
$697K
TLFA
178
True Link Financial Advisors
California
$684K
FPAS
179
Focus Partners Advisor Solutions
Missouri
$675K
WRPWM
180
Werba Rubin Papier Wealth Management
California
$665K
TIAM2
181
Tru Independence Asset Management 2
Oregon
$664K
BCM
182
Boltwood Capital Management
California
$658K
APP
183
Avantax Planning Partners
Iowa
$648K
IAG
184
Investment Advisory Group
Massachusetts
$642K
SVWG
185
Shared Vision Wealth Group
United States
$639K
MCM
186
Mattern Capital Management
Colorado
$628K
SA
187
Sovran Advisors
California
$620K
CC
188
Climber Capital
Switzerland
$614K
VWA
189
VERITY Wealth Advisors
United States
$614K
AIM
190
Aspen Investment Management
Michigan
$612K
NBWM
191
North Berkeley Wealth Management
California
$592K
TWA
192
Trace Wealth Advisors
California
$588K
FNBSF
193
First National Bank Sioux Falls
South Dakota
$563K
CSIC
194
Clifford Swan Investment Counsel
California
$521K
FAIM
195
Financial Advocates Investment Management
Washington
$517K
OMC
196
Old Mission Capital
Illinois
$515K
SFA
197
Sequoia Financial Advisors
Ohio
$511K
FWP
198
Falcon Wealth Planning
California
$501K
KCM
199
KM Capital Management
Texas
$498K
BJL
200
Brighton Jones LLC
Washington
$493K