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iShares California Muni Bond ETF

311 hedge funds and large institutions have $2.69B invested in iShares California Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 113 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+8
Holders Change %
+2.64%
% of All Funds
4.17%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
35
Increased
113
Reduced
113
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TWCA
176
Two West Capital Advisors
Kansas
$726K +$340K +6,147 +88%
ASG
177
Ariston Services Group
California
$717K
TIAM2
178
Tru Independence Asset Management 2
Oregon
$717K +$58.5K +1,050 +9%
IW
179
Instrumental Wealth
Florida
$717K +$18.3K +330 +3%
FFA
180
Farther Finance Advisors
California
$716K -$169K -3,036 -19%
TF
181
Tenon Financial
New Jersey
$713K
SRWM
182
Shira Ridge Wealth Management
California
$712K -$630K -11,311 -47%
VAF
183
Values Added Financial
District of Columbia
$712K +$712K +12,770 New
CC
184
Climber Capital
Switzerland
$702K
Brown Advisory
185
Brown Advisory
Maryland
$668K +$448K +8,029 +203%
GRP
186
Global Retirement Partners
California
$668K +$668K +11,987 New
TBWA
187
Three Bridge Wealth Advisors
California
$667K -$149K -2,668 -18%
TLFA
188
True Link Financial Advisors
California
$658K -$19.5K -350 -3%
MCM
189
Mattern Capital Management
Colorado
$640K +$18.1K +324 +3%
IAG
190
Investment Advisory Group
Massachusetts
$635K
RF
191
RHS Financial
California
$624K -$985K -17,669 -61%
VWA
192
VERITY Wealth Advisors
United States
$608K
BCM
193
Boltwood Capital Management
California
$594K -$58.5K -1,050 -9%
AIM
194
Aspen Investment Management
Michigan
$593K -$13.9K -250 -2%
CAG
195
Crestwood Advisors Group
Massachusetts
$584K +$584K +10,483 New
TWA
196
Trace Wealth Advisors
California
$583K
APP
197
Avantax Planning Partners
Iowa
$572K -$70K -1,255 -11%
PCWA
198
Pacific Capital Wealth Advisors
California
$567K -$757K -13,608 -57%
NFG
199
Northeast Financial Group
Pennsylvania
$523K +$119K +2,129 +29%
CSIC
200
Clifford Swan Investment Counsel
California
$516K