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iShares California Muni Bond ETF

308 hedge funds and large institutions have $2.38B invested in iShares California Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 135 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
AIM
176
Aspen Investment Management
Michigan
$708K
SRWM
177
Shira Ridge Wealth Management
California
$704K
TBWA
178
Three Bridge Wealth Advisors
California
$700K
MMA
179
Miracle Mile Advisors
California
$687K
Brown Advisory
180
Brown Advisory
Maryland
$686K
FF
181
Fortitude Financial
Washington
$684K
TLFA
182
True Link Financial Advisors
California
$674K
TIAM2
183
Tru Independence Asset Management 2
Oregon
$673K
FPAS
184
Focus Partners Advisor Solutions
Missouri
$671K
GRP
185
Global Retirement Partners
California
$655K
IAG
186
Investment Advisory Group
Massachusetts
$650K
IUHSA
187
Itau Unibanco Holding S.A.
Brazil
$624K
VWA
188
VERITY Wealth Advisors
United States
$623K
BCM
189
Boltwood Capital Management
California
$622K
MAWA
190
Moss Adams Wealth Advisors
Washington
$621K
APP
191
Avantax Planning Partners
Iowa
$598K
TWA
192
Trace Wealth Advisors
California
$596K
FMTC
193
Farmers & Merchants Trust Company
California
$587K
RF
194
RHS Financial
California
$577K
NFG
195
Northeast Financial Group
Pennsylvania
$574K
PCWA
196
Pacific Capital Wealth Advisors
California
$561K
Corient Private Wealth
197
Corient Private Wealth
Florida
$548K
KGP
198
Keystone Global Partners
Colorado
$547K
HSBC Holdings
199
HSBC Holdings
United Kingdom
$546K
Millennium Management
200
Millennium Management
New York
$541K