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iShares California Muni Bond ETF

316 hedge funds and large institutions have $2.7B invested in iShares California Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 115 increasing their positions, 114 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
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
APP
201
Avantax Planning Partners
Iowa
$572K
PCWA
202
Pacific Capital Wealth Advisors
California
$567K
NFG
203
Northeast Financial Group
Pennsylvania
$523K
CSIC
204
Clifford Swan Investment Counsel
California
$516K
CIBC Private Wealth Group
205
CIBC Private Wealth Group
Georgia
$510K
SFA
206
Sequoia Financial Advisors
Ohio
$506K
FMTC
207
Farmers & Merchants Trust Company
California
$505K
KCM
208
KM Capital Management
Texas
$497K
SC
209
Savant Capital
Illinois
$495K
ACA
210
Atlas Capital Advisors
Wyoming
$495K
BJL
211
Brighton Jones LLC
Washington
$488K
SCM
212
SOL Capital Management
Maryland
$470K
Wealth Enhancement Advisory Services
213
Wealth Enhancement Advisory Services
Minnesota
$467K
LPP
214
Life Planning Partners
Florida
$465K
CWMK
215
Caliber Wealth Management (Kansas)
Kansas
$455K
HWAM
216
Hennion & Walsh Asset Management
New Jersey
$449K
WWP
217
Waypoint Wealth Partners
California
$446K
TF
218
TME Financial
California
$446K
CIP
219
Capital Insight Partners
Arizona
$442K
NA
220
Nautilus Advisors
California
$438K
PIA
221
Perennial Investment Advisors
California
$414K
Qube Research & Technologies (QRT)
222
Qube Research & Technologies (QRT)
United Kingdom
$406K
FPCP
223
Fort Point Capital Partners
California
$397K
FAIM
224
Financial Advocates Investment Management
Washington
$395K
CTA
225
Chesley Taft & Associates
Illinois
$393K