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iShares California Muni Bond ETF

312 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 27 funds opening new positions, 137 increasing their positions, 95 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
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
KGP
201
Keystone Global Partners
Colorado
$547K
HSBC Holdings
202
HSBC Holdings
United Kingdom
$546K
Millennium Management
203
Millennium Management
New York
$541K
SFA
204
Sequoia Financial Advisors
Ohio
$540K
CSIC
205
Clifford Swan Investment Counsel
California
$528K
DPI
206
Diversified Portfolios Inc
Michigan
$521K
CIBC Private Wealth Group
207
CIBC Private Wealth Group
Georgia
$516K
KCM
208
KM Capital Management
Texas
$513K
SC
209
Savant Capital
Illinois
$509K
BJL
210
Brighton Jones LLC
Washington
$503K
C
211
Certuity
Florida
$499K
HW
212
Hamilton Wealth
California
$495K
LPP
213
Life Planning Partners
Florida
$476K
TF
214
TME Financial
California
$466K
CWMK
215
Caliber Wealth Management (Kansas)
Kansas
$466K
NA
216
Nautilus Advisors
California
$448K
MWM
217
Meridian Wealth Management
Kentucky
$446K
CTA
218
Chesley Taft & Associates
Illinois
$421K
PTC
219
Private Trust Company
Ohio
$400K
NBWM
220
North Berkeley Wealth Management
California
$393K
SA
221
Sovran Advisors
California
$392K
SWG
222
Summit Wealth Group
Vermont
$391K
VWM
223
Verus Wealth Management
Wisconsin
$389K
EA
224
Eclectic Associates
California
$386K
FPCP
225
Fort Point Capital Partners
California
$378K