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iShares California Muni Bond ETF

308 hedge funds and large institutions have $2.38B invested in iShares California Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 135 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
SFA
201
Sequoia Financial Advisors
Ohio
$540K
CSIC
202
Clifford Swan Investment Counsel
California
$528K
DPI
203
Diversified Portfolios Inc
Michigan
$521K
CIBC Private Wealth Group
204
CIBC Private Wealth Group
Georgia
$516K
KCM
205
KM Capital Management
Texas
$513K
SC
206
Savant Capital
Illinois
$509K
BJL
207
Brighton Jones LLC
Washington
$503K
C
208
Certuity
Florida
$499K
HW
209
Hamilton Wealth
California
$495K
LPP
210
Life Planning Partners
Florida
$476K
TF
211
TME Financial
California
$466K
CWMK
212
Caliber Wealth Management (Kansas)
Kansas
$466K
NA
213
Nautilus Advisors
California
$448K
MWM
214
Meridian Wealth Management
Kentucky
$446K
CTA
215
Chesley Taft & Associates
Illinois
$421K
PTC
216
Private Trust Company
Ohio
$400K
NBWM
217
North Berkeley Wealth Management
California
$393K
SA
218
Sovran Advisors
California
$392K
SWG
219
Summit Wealth Group
Vermont
$391K
VWM
220
Verus Wealth Management
Wisconsin
$389K
EA
221
Eclectic Associates
California
$386K
FPCP
222
Fort Point Capital Partners
California
$378K
Jane Street
223
Jane Street
New York
$377K
SIM
224
Stratos Investment Management
Ohio
$376K
GSWM
225
Golden State Wealth Management
California
$363K