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iShares California Muni Bond ETF

311 hedge funds and large institutions have $2.69B invested in iShares California Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 113 increasing their positions, 113 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+8
Holders Change %
+2.64%
% of All Funds
4.17%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
35
Increased
113
Reduced
113
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$482M -$16.9M -303,682 -3%
Charles Schwab
2
Charles Schwab
California
$430M -$142M -2,543,050 -25%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$134M -$135M -2,429,846 -50%
Jane Street
4
Jane Street
New York
$99.9M +$42.4M +760,870 +74%
Morgan Stanley
5
Morgan Stanley
New York
$99M -$2.64M -47,302 -3%
B
6
Bailard
California
$75M +$10.7M +192,697 +17%
FWI
7
Facet Wealth Inc
Maryland
$70.9M +$13.7M +247,805 +24%
SC
8
Syon Capital
California
$67.2M -$7.82M -140,364 -10%
EWA
9
EP Wealth Advisors
California
$66.6M -$4.43M -79,480 -6%
Bank of America
10
Bank of America
North Carolina
$65.3M -$6.75M -121,116 -9%
LPL Financial
11
LPL Financial
California
$47M +$2.38M +42,734 +5%
Mariner
12
Mariner
Kansas
$46.1M -$1.26M -22,685 -3%
TIAA Trust, National Association
13
TIAA Trust, National Association
North Carolina
$40.8M +$9.78M +175,539 +32%
UBS Group
14
UBS Group
Switzerland
$32.2M -$8.01M -143,789 -20%
FFA
15
First Foundation Advisors
California
$29.1M -$331K -5,944 -1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$29M +$2.8M +50,276 +11%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$28.9M +$1.49M +26,680 +5%
Wells Fargo
18
Wells Fargo
California
$26.2M +$978K +17,545 +4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$22.6M -$1.69M -30,389 -7%
AssetMark Inc
20
AssetMark Inc
California
$21.6M +$1.58M +28,374 +8%
OWM
21
Opes Wealth Management
California
$21.6M +$1.33M +23,802 +7%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$21.3M +$4.09M +73,371 +24%
RWP
23
RWA Wealth Partners
Massachusetts
$19.2M -$368K -6,609 -2%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$19.1M +$7.65M +137,264 +67%
OGF
25
Orin Green Financial
California
$19.1M -$1.33M -23,889 -7%