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iShares California Muni Bond ETF

303 hedge funds and large institutions have $2.96B invested in iShares California Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 108 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 108

2.06% less ownership

Funds ownership: 80.56%78.5% (-2.1%)

Holders
303
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
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
CCM
201
Coldstream Capital Management
Washington
$486K
AQR Capital Management
202
AQR Capital Management
Connecticut
$482K
GI
203
GAMMA Investing
California
$471K
LPP
204
Life Planning Partners
Florida
$469K
IUHSA
205
Itau Unibanco Holding S.A.
Brazil
$455K
NCM
206
Neumann Capital Management
California
$450K
WWP
207
Waypoint Wealth Partners
California
$450K
NA
208
Nautilus Advisors
California
$442K
AP
209
Adero Partners
California
$442K
ACA
210
Atlas Capital Advisors
Wyoming
$438K
SAM
211
Smartleaf Asset Management
Massachusetts
$435K
NAM
212
NorthCrest Asset Manangement
Minnesota
$432K
FF
213
Fortitude Financial
Washington
$425K
PWM
214
Perigon Wealth Management
California
$423K
SIC
215
SFE Investment Counsel
California
$416K
NFG
216
Northeast Financial Group
Pennsylvania
$408K
Fisher Asset Management
217
Fisher Asset Management
Washington
$394K
HWP
218
Highline Wealth Partners
California
$388K
GSWM
219
Golden State Wealth Management
California
$387K
TWCA
220
Two West Capital Advisors
Kansas
$382K
PTC
221
Private Trust Company
Ohio
$377K
CIC
222
Carnegie Investment Counsel
Ohio
$376K
CTWM
223
Cherry Tree Wealth Management
Minnesota
$375K
SWMG
224
Sanchez Wealth Management Group
Florida
$366K
SWG
225
Summit Wealth Group
Vermont
$362K