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iShares California Muni Bond ETF

332 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 43 funds opening new positions, 158 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.01% more ownership

Funds ownership: 70.57%71.59% (+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
332
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$1.03M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAG
201
Investment Advisory Group
Massachusetts
$655K
GWMR
202
GC Wealth Management RIA
Massachusetts
$631K
VWA
203
VERITY Wealth Advisors
United States
$627K
MAWA
204
Moss Adams Wealth Advisors
Washington
$625K
DPI
205
Diversified Portfolios Inc
Michigan
$610K
TWA
206
Trace Wealth Advisors
California
$601K
CAG
207
Crestwood Advisors Group
Massachusetts
$597K
APP
208
Avantax Planning Partners
Iowa
$590K
PCWA
209
Pacific Capital Wealth Advisors
California
$565K
SP
210
SmartHarvest Portfolios
Washington
$563K
FMTC
211
Farmers & Merchants Trust Company
California
$555K
DAS
212
Dynamic Advisor Solutions
Arizona
$554K
CSIC
213
Clifford Swan Investment Counsel
California
$532K
CIBC Private Wealth Group
214
CIBC Private Wealth Group
Georgia
$520K
TPWA
215
Twin Peaks Wealth Advisors
California
$520K
SC
216
Savant Capital
Illinois
$513K
NFG
217
Northeast Financial Group
Pennsylvania
$506K
HW
218
Hamilton Wealth
California
$498K
LPP
219
Life Planning Partners
Florida
$479K
TF
220
TME Financial
California
$474K
SCM
221
Stordahl Capital Management
Colorado
$472K
MWM
222
Modern Wealth Management
Kansas
$471K
CWMK
223
Caliber Wealth Management (Kansas)
Kansas
$469K
USB
224
Union Savings Bank
Connecticut
$457K
NA
225
Nautilus Advisors
California
$451K