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iShares California Muni Bond ETF

315 hedge funds and large institutions have $2.39B invested in iShares California Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 137 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 97

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

1% less funds holding

Funds holding: 318315 (-3)

4.81% less ownership

Funds ownership: 75.42%70.6% (-4.8%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

11% less capital invested

Capital invested by funds: $2.7B → $2.39B (-$310M)

Holders
315
Holders Change
-3
Holders Change %
-0.94%
% of All Funds
4.13%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
28
Increased
137
Reduced
97
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
201
Corient Private Wealth
Florida
$548K -$209K -3,734 -28%
KGP
202
Keystone Global Partners
Colorado
$547K -$421K -7,517 -44%
HSBC Holdings
203
HSBC Holdings
United Kingdom
$546K -$690K -12,335 -56%
Millennium Management
204
Millennium Management
New York
$541K +$530K +9,481 New
SFA
205
Sequoia Financial Advisors
Ohio
$540K +$21.3K +380 +4%
CSIC
206
Clifford Swan Investment Counsel
California
$528K
DPI
207
Diversified Portfolios Inc
Michigan
$521K +$511K +9,139 New
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$516K -$5.59K -100 -1%
KCM
209
KM Capital Management
Texas
$513K +$3.86K +69 +0.8%
SC
210
Savant Capital
Illinois
$509K +$2.29K +41 +0.5%
BJL
211
Brighton Jones LLC
Washington
$503K +$3.08K +55 +0.6%
C
212
Certuity
Florida
$499K +$490K +8,755 New
HW
213
Hamilton Wealth
California
$495K -$1.22M -21,741 -71%
LPP
214
Life Planning Partners
Florida
$476K
TF
215
TME Financial
California
$466K +$9.73K +174 +2%
CWMK
216
Caliber Wealth Management (Kansas)
Kansas
$466K
NA
217
Nautilus Advisors
California
$448K
MWM
218
Meridian Wealth Management
Kentucky
$446K +$50.4K +900 +13%
CTA
219
Chesley Taft & Associates
Illinois
$421K +$18.2K +325 +5%
PTC
220
Private Trust Company
Ohio
$400K +$23.9K +427 +6%
NBWM
221
North Berkeley Wealth Management
California
$393K
SA
222
Sovran Advisors
California
$392K -$1.68K -30 -0.4%
SWG
223
Summit Wealth Group
Vermont
$391K +$23.1K +413 +6%
VWM
224
Verus Wealth Management
Wisconsin
$389K -$7.27K -130 -2%
EA
225
Eclectic Associates
California
$386K