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iShares California Muni Bond ETF

329 hedge funds and large institutions have $2.71B invested in iShares California Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 156 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.9% more ownership

Funds ownership: 70.57%71.47% (+0.9%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.03M

Holders
329
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$1.03M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
176
Greykasell Wealth Strategies
California
$875K
Lido Advisors
177
Lido Advisors
California
$865K
IUHSA
178
Itau Unibanco Holding S.A.
Brazil
$851K
SWP
179
Sagespring Wealth Partners
Tennessee
$845K
PDL
180
Portfolio Design Labs
California
$835K
IW
181
Instrumental Wealth
Florida
$793K
BCM
182
Brasada Capital Management
Texas
$777K
KGP
183
Keystone Global Partners
Colorado
$759K
TWCA
184
Two West Capital Advisors
Kansas
$755K
SRWM
185
Shira Ridge Wealth Management
California
$753K
MCM
186
Mattern Capital Management
Colorado
$743K
CC
187
Climber Capital
Switzerland
$724K
AIM
188
Aspen Investment Management
Michigan
$713K
IIA
189
Integrity Investment Advisors
Colorado
$704K
Brown Advisory
190
Brown Advisory
Maryland
$693K
MMA
191
Miracle Mile Advisors
California
$692K
CA
192
Clune & Associates
Illinois
$690K
Cambridge Investment Research Advisors
193
Cambridge Investment Research Advisors
Iowa
$683K
EGM
194
Engineers Gate Manager
New York
$679K
TLFA
195
True Link Financial Advisors
California
$679K
TIAM2
196
Tru Independence Asset Management 2
Oregon
$678K
BCM
197
Boltwood Capital Management
California
$673K
CIP
198
Capital Insight Partners
Arizona
$666K
IAG
199
Investment Advisory Group
Massachusetts
$655K
GWMR
200
GC Wealth Management RIA
Massachusetts
$631K