BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
31 hedge funds and large institutions have $27.1M invested in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 0 closing their positions.
55% more funds holding
Funds holding: 20 → 31 (+11)
52% more capital invested
Capital invested by funds: $17.9M → $27.1M (+$9.28M)
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
1.91% more ownership
Funds ownership: 39.54% → 41.45% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPCP
Fort Point Capital Partners
San Francisco,
California
|
+$2.56M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$1.31M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.02M |
| 4 |
Jane Street
New York
|
+$812K |
| 5 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
+$709K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAI
Savvy Advisors Inc
New York
|
-$143K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$56.3K |
| 3 |
TWM
TriaGen Wealth Management
Calabasas,
California
|
-$29K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$28.7K |
| 5 |
CFG
Citizens Financial Group
Providence,
Rhode Island
|
-$24.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
26
Capital Advantage
Walnut Creek,
California
| $242K | – | – | – |
|
|
FCA
27
FLC Capital Advisors
Palm Desert,
California
| $215K | +$215K | +4,265 | New |
|
|
SAI
28
Savvy Advisors Inc
New York
| $203K | -$143K | -2,833 | -41% |
|
|
CWM
29
Compass Wealth Management
Guilford,
Connecticut
| $130K | – | – | – |
|
|
RMP
30
Richards, Merrill & Peterson
Spokane,
Washington
| $50.4K | – | – | – |
|
31
UBS Group
Zurich,
Switzerland
| $5.74K | -$2.47K | -49 | -30% |
|
CALI Hedge Fund Activity: Q1 2025 in Review
31 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) for Q1 2025, worth a combined $27.1M — up 52% from $17.9M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new CALI positions and 0 closed out — a net gain of 11 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Fort Point Capital Partners, opening a new position worth an estimated $2.56M. The largest seller was Savvy Advisors Inc, cutting an estimated $143K.
- 31 institutional investors held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) as of Q1 2025, up from 20 in Q4 2024.
- Funds reported $27.1M of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF stock for Q1 2025, up 52% quarter-over-quarter.
- 11 funds opened new BlackRock ETF Trust II iShares Short-Term California Muni Active ETF positions in Q1 2025 and 0 closed out, a net change of +11 holders.
- The largest BlackRock ETF Trust II iShares Short-Term California Muni Active ETF buyer in Q1 2025 was Fort Point Capital Partners, an estimated $2.56M added.
- The largest BlackRock ETF Trust II iShares Short-Term California Muni Active ETF seller in Q1 2025 was Savvy Advisors Inc, an estimated $143K sold.
Based on aggregated 13F filings for Q1 2025.