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iShares California Muni Bond ETF

336 hedge funds and large institutions have $2.71B invested in iShares California Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 159 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 70

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

13% more capital invested

Capital invested by funds: $2.39B → $2.71B (+$321M)

7% more funds holding

Funds holding: 315336 (+21)

1.04% more ownership

Funds ownership: 70.6%71.65% (+1%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.03M

Holders
336
Holders Change
+21
Holders Change %
+6.67%
% of All Funds
4.09%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.17%
New
44
Increased
159
Reduced
70
Closed
21
Calls
Puts
$1.03M
Net Calls
-$1.03M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
201
Boltwood Capital Management
California
$673K +$46.2K +805 +7%
CIP
202
Capital Insight Partners
Arizona
$666K -$315K -5,489 -32%
IAG
203
Investment Advisory Group
Massachusetts
$655K
GWMR
204
GC Wealth Management RIA
Massachusetts
$631K -$700K -12,188 -53%
VWA
205
VERITY Wealth Advisors
United States
$627K
MAWA
206
Moss Adams Wealth Advisors
Washington
$625K
DPI
207
Diversified Portfolios Inc
Michigan
$610K +$84.5K +1,472 +16%
TWA
208
Trace Wealth Advisors
California
$601K
CAG
209
Crestwood Advisors Group
Massachusetts
$597K -$265K -4,622 -31%
APP
210
Avantax Planning Partners
Iowa
$590K -$12.1K -211 -2%
PCWA
211
Pacific Capital Wealth Advisors
California
$565K
SP
212
SmartHarvest Portfolios
Washington
$563K +$562K +9,796 New
FMTC
213
Farmers & Merchants Trust Company
California
$555K -$35.8K -624 -6%
DAS
214
Dynamic Advisor Solutions
Arizona
$554K -$922K -16,065 -62%
CSIC
215
Clifford Swan Investment Counsel
California
$532K
CIBC Private Wealth Group
216
CIBC Private Wealth Group
Georgia
$520K
TPWA
217
Twin Peaks Wealth Advisors
California
$520K +$188K +3,281 +58%
SC
218
Savant Capital
Illinois
$513K +$57 +1 +0%
NFG
219
Northeast Financial Group
Pennsylvania
$506K -$71.9K -1,253 -12%
HW
220
Hamilton Wealth
California
$498K -$230 -4 -0%
LPP
221
Life Planning Partners
Florida
$479K
TF
222
TME Financial
California
$474K +$3.9K +68 +0.8%
SCM
223
Stordahl Capital Management
Colorado
$472K +$243K +4,232 +106%
MWM
224
Modern Wealth Management
Kansas
$471K +$471K +8,203 New
CWMK
225
Caliber Wealth Management (Kansas)
Kansas
$469K