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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 40 funds opening new positions, 158 increasing their positions, 88 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
IAG
201
Investment Advisory Group
Massachusetts
$648K
IFG
202
Independent Financial Group
California
$642K
CA
203
CV Advisors
Florida
$641K
DAS
204
Dynamic Advisor Solutions
Arizona
$640K
GI
205
GAMMA Investing
California
$631K
SP
206
SmartHarvest Portfolios
Washington
$618K
TWA
207
Trace Wealth Advisors
California
$594K
FCA
208
FLC Capital Advisors
California
$586K
APP
209
Avantax Planning Partners
Iowa
$582K
CAG
210
Crestwood Advisors Group
Massachusetts
$573K
JCA
211
January Capital Advisors
California
$571K
MPG
212
My Portfolio Guide
California
$564K
NCM
213
Neumann Capital Management
California
$563K
PCWA
214
Pacific Capital Wealth Advisors
California
$559K
FMTC
215
Farmers & Merchants Trust Company
California
$550K
CSIC
216
Clifford Swan Investment Counsel
California
$527K
SC
217
Savant Capital
Illinois
$508K
MMA
218
Miracle Mile Advisors
California
$504K
TPWA
219
Twin Peaks Wealth Advisors
California
$476K
LPP
220
Life Planning Partners
Florida
$474K
TF
221
TME Financial
California
$472K
SCM
222
Stordahl Capital Management
Colorado
$467K
MKA
223
M. Kulyk & Associates
Georgia
$451K
IWA
224
Invera Wealth Advisors
Oregon
$449K
NA
225
Nautilus Advisors
California
$446K