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iShares California Muni Bond ETF

313 hedge funds and large institutions have $2.69B invested in iShares California Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 114 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
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
NFG
201
Northeast Financial Group
Pennsylvania
$523K
CSIC
202
Clifford Swan Investment Counsel
California
$516K
CIBC Private Wealth Group
203
CIBC Private Wealth Group
Georgia
$510K
SFA
204
Sequoia Financial Advisors
Ohio
$506K
FMTC
205
Farmers & Merchants Trust Company
California
$505K
KCM
206
KM Capital Management
Texas
$497K
SC
207
Savant Capital
Illinois
$495K
ACA
208
Atlas Capital Advisors
Wyoming
$495K
BJL
209
Brighton Jones LLC
Washington
$488K
SCM
210
SOL Capital Management
Maryland
$470K
Wealth Enhancement Advisory Services
211
Wealth Enhancement Advisory Services
Minnesota
$467K
LPP
212
Life Planning Partners
Florida
$465K
CWMK
213
Caliber Wealth Management (Kansas)
Kansas
$455K
HWAM
214
Hennion & Walsh Asset Management
New Jersey
$449K
WWP
215
Waypoint Wealth Partners
California
$446K
TF
216
TME Financial
California
$446K
CIP
217
Capital Insight Partners
Arizona
$442K
NA
218
Nautilus Advisors
California
$438K
PIA
219
Perennial Investment Advisors
California
$414K
Qube Research & Technologies (QRT)
220
Qube Research & Technologies (QRT)
United Kingdom
$406K
FPCP
221
Fort Point Capital Partners
California
$397K
FAIM
222
Financial Advocates Investment Management
Washington
$395K
CTA
223
Chesley Taft & Associates
Illinois
$393K
VWM
224
Verus Wealth Management
Wisconsin
$387K
MWM
225
Meridian Wealth Management
Kentucky
$386K