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iShares California Muni Bond ETF

315 hedge funds and large institutions have $2.39B invested in iShares California Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 137 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 97

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

1% less funds holding

Funds holding: 318315 (-3)

4.81% less ownership

Funds ownership: 75.42%70.6% (-4.8%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

11% less capital invested

Capital invested by funds: $2.7B → $2.39B (-$310M)

Holders
315
Holders Change
-3
Holders Change %
-0.94%
% of All Funds
4.13%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
28
Increased
137
Reduced
97
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IW
176
Instrumental Wealth
Florida
$754K +$10.2K +182 +1%
VAF
177
Values Added Financial
District of Columbia
$728K
IWA
178
Invera Wealth Advisors
Oregon
$711K -$9.85K -176 -1%
MCM
179
Mattern Capital Management
Colorado
$709K +$53K +948 +8%
AIM
180
Aspen Investment Management
Michigan
$708K +$99.5K +1,779 +17%
SRWM
181
Shira Ridge Wealth Management
California
$704K -$23.9K -427 -3%
TBWA
182
Three Bridge Wealth Advisors
California
$700K +$16.7K +299 +2%
MMA
183
Miracle Mile Advisors
California
$687K -$5.84M -104,398 -90%
Brown Advisory
184
Brown Advisory
Maryland
$686K +$1.62K +29 +0.2%
FF
185
Fortitude Financial
Washington
$684K -$28.3K -505 -4%
TLFA
186
True Link Financial Advisors
California
$674K
TIAM2
187
Tru Independence Asset Management 2
Oregon
$673K -$58.7K -1,050 -8%
FPAS
188
Focus Partners Advisor Solutions
Missouri
$671K +$327K +5,839 +100%
GRP
189
Global Retirement Partners
California
$655K -$28.3K -505 -4%
IAG
190
Investment Advisory Group
Massachusetts
$650K
IUHSA
191
Itau Unibanco Holding S.A.
Brazil
$624K -$414K -7,401 -40%
VWA
192
VERITY Wealth Advisors
United States
$623K
BCM
193
Boltwood Capital Management
California
$622K +$14K +250 +2%
MAWA
194
Moss Adams Wealth Advisors
Washington
$621K -$636K -11,368 -51%
APP
195
Avantax Planning Partners
Iowa
$598K +$11.9K +212 +2%
TWA
196
Trace Wealth Advisors
California
$596K
FMTC
197
Farmers & Merchants Trust Company
California
$587K +$68.8K +1,229 +14%
RF
198
RHS Financial
California
$577K -$59.7K -1,067 -10%
NFG
199
Northeast Financial Group
Pennsylvania
$574K +$38.2K +682 +7%
PCWA
200
Pacific Capital Wealth Advisors
California
$561K -$20.2K -361 -4%