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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
Holders
303
Holders Change
+5
Holders Change %
+1.68%
% of All Funds
4.12%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
30
Increased
109
Reduced
108
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
201
Coldstream Capital Management
Washington
$486K
AQR Capital Management
202
AQR Capital Management
Connecticut
$482K +$127K +2,256 +36%
GI
203
GAMMA Investing
California
$471K +$82.6K +1,468 +21%
LPP
204
Life Planning Partners
Florida
$469K
IUHSA
205
Itau Unibanco Holding S.A.
Brazil
$455K +$455K +8,083 New
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 -$250K -4,434 -36%
ACA
210
Atlas Capital Advisors
Wyoming
$438K -$27.6K -490 -6%
SAM
211
Smartleaf Asset Management
Massachusetts
$435K +$434K +7,739 +51,593%
NAM
212
NorthCrest Asset Manangement
Minnesota
$432K -$13.6K -241 -3%
FF
213
Fortitude Financial
Washington
$425K +$105K +1,858 +33%
PWM
214
Perigon Wealth Management
California
$423K +$31.2K +554 +8%
SIC
215
SFE Investment Counsel
California
$416K +$416K +7,385 New
NFG
216
Northeast Financial Group
Pennsylvania
$408K -$80.3K -1,426 -16%
Fisher Asset Management
217
Fisher Asset Management
Washington
$394K +$63.9K +1,136 +19%
HWP
218
Highline Wealth Partners
California
$388K +$1.86K +33 +0.5%
GSWM
219
Golden State Wealth Management
California
$387K -$21K -374 -5%
TWCA
220
Two West Capital Advisors
Kansas
$382K +$96.2K +1,759 +34%
PTC
221
Private Trust Company
Ohio
$377K
CIC
222
Carnegie Investment Counsel
Ohio
$376K +$376K +6,675 New
CTWM
223
Cherry Tree Wealth Management
Minnesota
$375K
SWMG
224
Sanchez Wealth Management Group
Florida
$366K -$9.57K -170 -3%
SWG
225
Summit Wealth Group
Vermont
$362K