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iShares California Muni Bond ETF

315 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 28 funds opening new positions, 137 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 97

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

1% less funds holding

Funds holding: 318315 (-3)

4.81% less ownership

Funds ownership: 75.42%70.6% (-4.8%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

11% less capital invested

Capital invested by funds: $2.7B → $2.39B (-$310M)

Holders
315
Holders Change
-3
Holders Change %
-0.94%
% of All Funds
4.13%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
28
Increased
137
Reduced
97
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$441M +$1.05M +18,836 +0.2%
Wealthfront Advisers
2
Wealthfront Advisers
California
$226M -$262M -4,689,842 -54%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$115M -$21.5M -383,826 -16%
Morgan Stanley
4
Morgan Stanley
New York
$101M -$404K -7,223 -0.4%
Bank of America
5
Bank of America
North Carolina
$93.6M +$26.2M +468,664 +40%
B
6
Bailard
California
$81.8M +$5.03M +89,922 +7%
FWI
7
Facet Wealth Inc
Maryland
$79.4M +$6.38M +114,076 +9%
SC
8
Syon Capital
California
$65.7M -$3.05M -54,575 -5%
LPL Financial
9
LPL Financial
California
$50.8M +$2.62M +46,915 +6%
Mariner
10
Mariner
Kansas
$50M +$2.8M +49,965 +6%
TIAA Trust, National Association
11
TIAA Trust, National Association
North Carolina
$39.9M -$1.82M -32,457 -4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$33.3M +$3.56M +63,590 +12%
JP Morgan Chase
13
JP Morgan Chase
New York
$31.2M +$1.54M +27,474 +5%
UBS Group
14
UBS Group
Switzerland
$30.4M -$2.48M -44,363 -8%
Wells Fargo
15
Wells Fargo
California
$28.9M +$2.05M +36,647 +8%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$28.4M +$6.42M +114,740 +30%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$24M +$921K +16,470 +4%
OWM
18
Opes Wealth Management
California
$23.9M +$1.74M +31,099 +8%
SPIA
19
Steward Partners Investment Advisory
New York
$21.3M +$19.3M +345,476 +1,216%
AssetMark Inc
20
AssetMark Inc
California
$20.7M -$1.4M -25,049 -6%
MWAM
21
Manhattan West Asset Management
California
$20M +$734K +13,112 +4%
FFA
22
First Foundation Advisors
California
$19.8M -$9.77M -174,591 -33%
OGF
23
Orin Green Financial
California
$18.5M -$962K -17,200 -5%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$18.1M +$5.48M +97,982 +45%
RWP
25
RWA Wealth Partners
Massachusetts
$18M -$1.6M -28,683 -8%