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iShares California Muni Bond ETF

329 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 42 funds opening new positions, 156 increasing their positions, 70 reducing their positions, and 20 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:

0.9% more ownership

Funds ownership: 70.57%71.47% (+0.9%)

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
329
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
VWA
201
VERITY Wealth Advisors
United States
$627K
MAWA
202
Moss Adams Wealth Advisors
Washington
$625K
DPI
203
Diversified Portfolios Inc
Michigan
$610K
TWA
204
Trace Wealth Advisors
California
$601K
CAG
205
Crestwood Advisors Group
Massachusetts
$597K
APP
206
Avantax Planning Partners
Iowa
$590K
PCWA
207
Pacific Capital Wealth Advisors
California
$565K
SP
208
SmartHarvest Portfolios
Washington
$563K
FMTC
209
Farmers & Merchants Trust Company
California
$555K
DAS
210
Dynamic Advisor Solutions
Arizona
$554K
CSIC
211
Clifford Swan Investment Counsel
California
$532K
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$520K
TPWA
213
Twin Peaks Wealth Advisors
California
$520K
SC
214
Savant Capital
Illinois
$513K
NFG
215
Northeast Financial Group
Pennsylvania
$506K
HW
216
Hamilton Wealth
California
$498K
LPP
217
Life Planning Partners
Florida
$479K
TF
218
TME Financial
California
$474K
SCM
219
Stordahl Capital Management
Colorado
$472K
MWM
220
Modern Wealth Management
Kansas
$471K
CWMK
221
Caliber Wealth Management (Kansas)
Kansas
$469K
NA
222
Nautilus Advisors
California
$451K
MWM
223
Meridian Wealth Management
Kentucky
$449K
Baird Financial Group
224
Baird Financial Group
Wisconsin
$448K
IWA
225
Invera Wealth Advisors
Oregon
$447K