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iShares California Muni Bond ETF

312 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 27 funds opening new positions, 137 increasing their positions, 95 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
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
VAF
176
Values Added Financial
District of Columbia
$728K
IWA
177
Invera Wealth Advisors
Oregon
$711K
MCM
178
Mattern Capital Management
Colorado
$709K
AIM
179
Aspen Investment Management
Michigan
$708K
SRWM
180
Shira Ridge Wealth Management
California
$704K
TBWA
181
Three Bridge Wealth Advisors
California
$700K
MMA
182
Miracle Mile Advisors
California
$687K
Brown Advisory
183
Brown Advisory
Maryland
$686K
FF
184
Fortitude Financial
Washington
$684K
TLFA
185
True Link Financial Advisors
California
$674K
TIAM2
186
Tru Independence Asset Management 2
Oregon
$673K
FPAS
187
Focus Partners Advisor Solutions
Missouri
$671K
GRP
188
Global Retirement Partners
California
$655K
IAG
189
Investment Advisory Group
Massachusetts
$650K
IUHSA
190
Itau Unibanco Holding S.A.
Brazil
$624K
VWA
191
VERITY Wealth Advisors
United States
$623K
BCM
192
Boltwood Capital Management
California
$622K
MAWA
193
Moss Adams Wealth Advisors
Washington
$621K
APP
194
Avantax Planning Partners
Iowa
$598K
TWA
195
Trace Wealth Advisors
California
$596K
FMTC
196
Farmers & Merchants Trust Company
California
$587K
RF
197
RHS Financial
California
$577K
NFG
198
Northeast Financial Group
Pennsylvania
$574K
PCWA
199
Pacific Capital Wealth Advisors
California
$561K
Corient Private Wealth
200
Corient Private Wealth
Florida
$548K