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iShares California Muni Bond ETF

336 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 44 funds opening new positions, 159 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 70

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

13% more capital invested

Capital invested by funds: $2.39B → $2.71B (+$321M)

7% more funds holding

Funds holding: 315336 (+21)

1.04% more ownership

Funds ownership: 70.6%71.65% (+1%)

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
336
Holders Change
+21
Holders Change %
+6.67%
% of All Funds
4.09%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.17%
New
44
Increased
159
Reduced
70
Closed
21
Calls
Puts
$1.03M
Net Calls
-$1.03M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$485M +$40.4M +703,735 +9%
Wealthfront Advisers
2
Wealthfront Advisers
California
$294M +$66.1M +1,151,376 +29%
Bank of America
3
Bank of America
North Carolina
$111M +$16.8M +292,879 +18%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$110M -$6.11M -106,473 -5%
Morgan Stanley
5
Morgan Stanley
New York
$103M +$1.2M +20,936 +1%
FWI
6
Facet Wealth Inc
Maryland
$86.6M +$6.03M +105,068 +8%
B
7
Bailard
California
$82.7M +$251K +4,372 +0.3%
EWA
8
EP Wealth Advisors
California
$67.3M +$67.2M +1,170,981 New
SC
9
Syon Capital
California
$66M -$205K -3,571 -0.3%
LPL Financial
10
LPL Financial
California
$56.9M +$5.69M +99,072 +11%
Mariner
11
Mariner
Kansas
$52.1M +$1.68M +29,250 +3%
TIAA Trust, National Association
12
TIAA Trust, National Association
North Carolina
$39.1M -$1.06M -18,380 -3%
JP Morgan Chase
13
JP Morgan Chase
New York
$37.5M +$6.07M +105,773 +19%
Wells Fargo
14
Wells Fargo
California
$35M +$5.88M +102,495 +20%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$31.6M +$2.99M +52,070 +10%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$31.2M -$2.33M -40,514 -7%
UBS Group
17
UBS Group
Switzerland
$30.8M +$207K +3,612 +0.7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$25.9M +$1.67M +29,171 +7%
OWM
19
Opes Wealth Management
California
$25.2M +$1.19M +20,715 +5%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$21.7M +$3.46M +60,318 +19%
AssetMark Inc
21
AssetMark Inc
California
$21.4M +$607K +10,581 +3%
FFA
22
First Foundation Advisors
California
$21.1M +$1.17M +20,356 +6%
MWAM
23
Manhattan West Asset Management
California
$20.9M +$707K +12,321 +4%
SPIA
24
Steward Partners Investment Advisory
New York
$20.8M -$721K -12,563 -3%
Envestnet Portfolio Solutions
25
Envestnet Portfolio Solutions
Illinois
$20.7M +$5.15M +89,679 +33%