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iShares California Muni Bond ETF

316 hedge funds and large institutions have $2.7B invested in iShares California Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 115 increasing their positions, 114 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
PCMC
176
Paragon Capital Management (Colorado)
Colorado
$728K
TWCA
177
Two West Capital Advisors
Kansas
$726K
ASG
178
Ariston Services Group
California
$717K
TIAM2
179
Tru Independence Asset Management 2
Oregon
$717K
IW
180
Instrumental Wealth
Florida
$717K
FFA
181
Farther Finance Advisors
California
$716K
TF
182
Tenon Financial
New Jersey
$713K
SRWM
183
Shira Ridge Wealth Management
California
$712K
VAF
184
Values Added Financial
District of Columbia
$712K
IWA
185
Invera Wealth Advisors
Oregon
$704K
CC
186
Climber Capital
Switzerland
$702K
NAS
187
NWF Advisory Services
California
$688K
Brown Advisory
188
Brown Advisory
Maryland
$668K
GRP
189
Global Retirement Partners
California
$668K
TBWA
190
Three Bridge Wealth Advisors
California
$667K
FF
191
Fortitude Financial
Washington
$662K
TLFA
192
True Link Financial Advisors
California
$658K
MCM
193
Mattern Capital Management
Colorado
$640K
IAG
194
Investment Advisory Group
Massachusetts
$635K
RF
195
RHS Financial
California
$624K
VWA
196
VERITY Wealth Advisors
United States
$608K
BCM
197
Boltwood Capital Management
California
$594K
AIM
198
Aspen Investment Management
Michigan
$593K
CAG
199
Crestwood Advisors Group
Massachusetts
$584K
TWA
200
Trace Wealth Advisors
California
$583K