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iShares California Muni Bond ETF

303 hedge funds and large institutions have $2.96B invested in iShares California Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 108 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+5
Holders Change %
+1.68%
% of All Funds
4.12%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
30
Increased
109
Reduced
108
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$577M -$41.3M -734,201 -7%
Wealthfront Advisers
2
Wealthfront Advisers
California
$504M +$120M +2,124,579 +31%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$272M -$39.8M -707,856 -13%
Morgan Stanley
4
Morgan Stanley
New York
$103M -$915K -16,263 -0.9%
SC
5
Syon Capital
California
$75.8M +$75.8M +1,346,273 New
Bank of America
6
Bank of America
North Carolina
$72.8M -$22.6M -400,695 -24%
EWA
7
EP Wealth Advisors
California
$71.7M -$8.36M -148,487 -10%
B
8
Bailard
California
$64.8M +$5.01M +89,072 +8%
Jane Street
9
Jane Street
New York
$58.1M +$58.1M +1,031,769 New
FWI
10
Facet Wealth Inc
Maryland
$57.2M -$6.55M -118,029 -10%
Mariner
11
Mariner
Kansas
$47.8M -$1.8M -32,037 -4%
LPL Financial
12
LPL Financial
California
$45.1M -$1.39M -24,756 -3%
UBS Group
13
UBS Group
Switzerland
$40.6M -$4.04M -71,782 -9%
TIAA Trust, National Association
14
TIAA Trust, National Association
North Carolina
$31.3M -$2.42M -43,065 -7%
FFA
15
First Foundation Advisors
California
$29.7M -$1.93M -34,278 -6%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$27.7M +$1.07M +18,989 +4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$26.4M -$861K -15,298 -3%
Wells Fargo
18
Wells Fargo
California
$25.4M -$11.3M -200,527 -31%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$24.5M -$712K -12,653 -3%
RBCM
20
Raub Brock Capital Management
California
$23.2M +$68.5K +1,217 +0.3%
OWM
21
Opes Wealth Management
California
$20.5M +$1.05M +18,641 +5%
AssetMark Inc
22
AssetMark Inc
California
$20.2M +$1.66M +29,572 +9%
OGF
23
Orin Green Financial
California
$20.1M +$20.1M +366,010 New
RWP
24
RWA Wealth Partners
Massachusetts
$19.7M -$857K -15,224 -4%
BC
25
Brio Consultants
California
$19.1M -$4.1M -72,910 -18%