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CALI

BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI

48 hedge funds and large institutions have $50.6M invested in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

240% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 5

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

87% more capital invested

Capital invested by funds: $27.1M → $50.6M (+$23.5M)

55% more funds holding

Funds holding: 31 → 48 (+17)

3.14% more ownership

Funds ownership: 41.45% → 44.6% (+3.1%)

Holders
48
Holders Change
+17
Holders Change %
+54.84%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
17
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
Ariadne Wealth Management
California
+$6.09M
2
LPL Financial
LPL Financial
California
+$4.15M
3
EC
Elequin Capital
New York
+$2.39M
4
NL
NDWM LLC
California
+$1.87M
5
Jane Street
Jane Street
New York
+$1.61M

Top Sellers

Rank Fund Capital Flow
1
FPCP
Fort Point Capital Partners
California
-$1.51M
2
GWM
Geneos Wealth Management
Colorado
-$1.31M
3
ICP
Impact Capital Partners
Colorado
-$300K
4
IWC
Integrated Wealth Concepts
Massachusetts
-$288K
5
FMN
Financial Management Network
California
-$197K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
26
Archvest Wealth Advisors
California
$503K +$501K +9,972 New
TIAM2
27
Tru Independence Asset Management 2
Oregon
$484K +$23.4K +466 +5%
CA
28
Capital Advantage
California
$484K +$240K +4,786 +99%
ACM
29
AlphaStar Capital Management
North Carolina
$435K +$433K +8,615 New
BIA
30
Bell Investment Advisors
California
$392K +$2.66K +53 +0.7%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$348K +$50.7K +1,009 +17%
USB
32
Union Savings Bank
Connecticut
$331K +$83.5K +1,662 +34%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$300K +$300K +5,965 New
EFG
34
Ehrlich Financial Group
California
$299K – – –
NAS
35
NWF Advisory Services
California
$270K +$269K +5,358 New
PWM
36
Perigon Wealth Management
California
$253K +$251K +5,005 New
MA
37
Mutual Advisors
Nebraska
$252K – – –
FFA
38
Farther Finance Advisors
California
$242K +$241K +4,791 New
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$229K -$114K -2,265 -33%
SRWM
40
Shira Ridge Wealth Management
California
$226K +$225K +4,487 New
FCA
41
FLC Capital Advisors
California
$215K – – –
SAI
42
Savvy Advisors Inc
New York
$203K – – –
OMC
43
Old Mission Capital
Illinois
$200K +$199K +3,970 New
Morgan Stanley
44
Morgan Stanley
New York
$126K +$126K +2,500 New
CVM
45
Cheviot Value Management
California
$88.4K +$87.9K +1,750 New
Wells Fargo
46
Wells Fargo
California
$50.2K +$50K +995 New
UBS Group
47
UBS Group
Switzerland
$46.2K +$40.2K +801 +703%
SWP
48
Strategic Wealth Partners
Ohio
$25K +$24.9K +496 New
GWM
49
Geneos Wealth Management
Colorado
– -$1.31M -26,006 Closed
ICP
50
Impact Capital Partners
Colorado
– -$300K -5,948 Closed
1
2
3

CALI Hedge Fund Activity: Q2 2025 in Review

48 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) for Q2 2025, worth a combined $50.6M — up 87% from $27.1M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new CALI positions and 4 closed out — a net gain of 18 holders — while 17 added to existing stakes and 5 trimmed.

The largest buyer was Ariadne Wealth Management, adding an estimated $6.09M. The largest seller was Fort Point Capital Partners, cutting an estimated $1.51M.

  • 48 institutional investors held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) as of Q2 2025, up from 31 in Q1 2025.
  • Funds reported $50.6M of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF stock for Q2 2025, up 87% quarter-over-quarter.
  • 22 funds opened new BlackRock ETF Trust II iShares Short-Term California Muni Active ETF positions in Q2 2025 and 4 closed out, a net change of +18 holders.
  • The largest BlackRock ETF Trust II iShares Short-Term California Muni Active ETF buyer in Q2 2025 was Ariadne Wealth Management, an estimated $6.09M added.
  • The largest BlackRock ETF Trust II iShares Short-Term California Muni Active ETF seller in Q2 2025 was Fort Point Capital Partners, an estimated $1.51M sold.

Based on aggregated 13F filings for Q2 2025.