We are live on ! Find out more
CALI

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

66 hedge funds and large institutions have $65.3M invested in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 2

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more funds holding

Funds holding: 4866 (+18)

29% more capital invested

Capital invested by funds: $50.6M → $65.3M (+$14.7M)

3.67% less ownership

Funds ownership: 44.6%40.93% (-3.7%)

Holders
66
Holders Change
+18
Holders Change %
+37.5%
% of All Funds
0.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
21
Increased
21
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Meridian Wealth Management
Kentucky
$709K +$707K +14,000 New
Osaic Holdings
27
Osaic Holdings
Arizona
$709K +$63.4K +1,255 +10%
PWM
28
Perigon Wealth Management
California
$691K +$436K +8,625 +172%
TWM
29
TriaGen Wealth Management
California
$664K +$107K +2,127 +19%
SM
30
Sweeney & Michel
California
$564K +$3.54K +70 +0.6%
AWA
31
Archvest Wealth Advisors
California
$510K +$5K +99 +1%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$507K
APWA
33
Atlas Private Wealth Advisors
New Jersey
$491K -$344K -6,807 -41%
CA
34
Capital Advantage
California
$488K +$1.87K +37 +0.4%
TIAM2
35
Tru Independence Asset Management 2
Oregon
$463K -$23.5K -466 -5%
NA
36
NewEdge Advisors
Louisiana
$437K -$503K -9,966 -54%
BIA
37
Bell Investment Advisors
California
$431K +$37.6K +745 +10%
RWP
38
RWA Wealth Partners
Massachusetts
$396K +$395K +7,817 New
SVWG
39
Shared Vision Wealth Group
United States
$349K +$349K +6,905 New
B
40
Bailard
California
$341K +$340K +6,735 New
BCM
41
Brookstone Capital Management
Illinois
$319K +$318K +6,297 New
Citadel Advisors
42
Citadel Advisors
Florida
$316K +$315K +6,232 New
Cerity Partners
43
Cerity Partners
New York
$308K +$307K +6,081 New
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$305K -$44.4K -879 -13%
GWM
45
Graybill Wealth Management
Illinois
$304K +$303K +6,000 New
IAN
46
Integrated Advisors Network
Texas
$301K +$300K +5,946 New
EFG
47
Ehrlich Financial Group
California
$301K
Jane Street
48
Jane Street
New York
$272K -$2.16M -42,735 -89%
NAS
49
NWF Advisory Services
California
$271K
MA
50
Mutual Advisors
Nebraska
$253K