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iShares California Muni Bond ETF

348 hedge funds and large institutions have $2.87B invested in iShares California Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 158 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

78% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 89

6% more capital invested

Capital invested by funds: $2.71B → $2.87B (+$155M)

4% more funds holding

Funds holding: 336348 (+12)

1.72% less ownership

Funds ownership: 71.65%69.92% (-1.7%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
348
Holders Change
+12
Holders Change %
+3.57%
% of All Funds
4.28%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.16%
New
39
Increased
158
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIP
201
HUB Investment Partners
Texas
$655K +$664K +11,514 New
IAG
202
Investment Advisory Group
Massachusetts
$648K
IFG
203
Independent Financial Group
California
$642K -$358K -6,203 -35%
CA
204
CV Advisors
Florida
$641K +$652K +11,300 New
DAS
205
Dynamic Advisor Solutions
Arizona
$640K +$92.8K +1,609 +17%
GI
206
GAMMA Investing
California
$631K +$344K +5,956 +116%
SP
207
SmartHarvest Portfolios
Washington
$618K +$61.8K +1,072 +11%
TWA
208
Trace Wealth Advisors
California
$594K
FCA
209
FLC Capital Advisors
California
$586K +$339K +5,878 +133%
APP
210
Avantax Planning Partners
Iowa
$582K -$1.33K -23 -0.2%
CAG
211
Crestwood Advisors Group
Massachusetts
$573K -$17.8K -309 -3%
JCA
212
January Capital Advisors
California
$571K +$580K +10,048 New
MPG
213
My Portfolio Guide
California
$564K +$572K +9,917 New
NCM
214
Neumann Capital Management
California
$563K +$225K +3,900 +65%
PCWA
215
Pacific Capital Wealth Advisors
California
$559K
FMTC
216
Farmers & Merchants Trust Company
California
$550K
CSIC
217
Clifford Swan Investment Counsel
California
$527K
SC
218
Savant Capital
Illinois
$508K
MMA
219
Miracle Mile Advisors
California
$504K -$183K -3,174 -26%
TPWA
220
Twin Peaks Wealth Advisors
California
$476K -$33.8K -586 -7%
LPP
221
Life Planning Partners
Florida
$474K
TF
222
TME Financial
California
$472K +$3.81K +66 +0.8%
SCM
223
Stordahl Capital Management
Colorado
$467K
MKA
224
M. Kulyk & Associates
Georgia
$451K +$457K +7,925 New
IWA
225
Invera Wealth Advisors
Oregon
$449K +$7.04K +122 +2%