BlackRock
CALI

BlackRock’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

BlackRock’s Portfolio CALI Stock Details CALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-260,000
Closed -$13.1M – 5410
2023
Q4 		$13.1M Sell
260,000
-41,736
-14% -$2.09M ﹤0.01% 3253
2023
Q3 		$15M Buy
+301,736
New +$15.1M ﹤0.01% 3099

Other funds holding CALI

CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
MWAM
Manhattan West Asset Management Los Angeles, California $511M AUM 18.81% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
CWM
Compass Wealth Management Guilford, Connecticut $405M AUM 34.36% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

BlackRock's CALI Position: Q1 2024 in Review

BlackRock sold out of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q1 2024, closing a stake of 260,000 shares — an estimated $13.1M sold.

BlackRock first reported a position in CALI in Q3 2023 and held it in 2 quarters. The position peaked at $15M in Q3 2023. 10 funds tracked by Wall St. Rank hold CALI as of Q1 2024.

  • BlackRock reported no remaining BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position as of Q1 2024 after selling out during the quarter.
  • BlackRock sold 260,000 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q1 2024, an estimated $13.1M.
  • BlackRock first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q3 2023 and held it in 2 quarters.
  • BlackRock's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $15M in Q3 2023.
  • 10 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q1 2024.

Based on BlackRock's 13F filing for Q1 2024, filed 10 May 2024.