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CALI

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

90 hedge funds and large institutions have $110M invested in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

160% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 15

22% more capital invested

Capital invested by funds: $90.5M → $110M (+$19.6M)

15% more funds holding

Funds holding: 7890 (+12)

4.2% less ownership

Funds ownership: 43.18%38.99% (-4.2%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
90
Holders Change
+12
Holders Change %
+15.38%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
21
Increased
39
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KW
26
KWB Wealth
California
$1.08M
WAS
27
WESPAC Advisors SoCal
California
$1.04M -$178K -3,522 -15%
SVWG
28
Shared Vision Wealth Group
United States
$1.04M +$349K +6,894 +50%
MW
29
Members Wealth
Pennsylvania
$1M +$49.1K +971 +5%
PIA
30
Perennial Investment Advisors
California
$987K +$355K +7,021 +56%
VA
31
Valmark Advisers
Ohio
$978K +$229K +4,518 +30%
Osaic Holdings
32
Osaic Holdings
Arizona
$953K +$643K +12,711 +205%
FCA
33
FLC Capital Advisors
California
$903K +$432K +8,544 +91%
FCIM
34
Fairview Capital Investment Management
California
$807K +$20.2K +400 +3%
AWM
35
Ariadne Wealth Management
California
$803K -$5.68M -112,252 -88%
Citadel Advisors
36
Citadel Advisors
Florida
$791K +$459K +9,074 +137%
Cerity Partners
37
Cerity Partners
New York
$772K +$774K +15,302 New
MA
38
Mutual Advisors
Nebraska
$761K +$510K +10,084 +202%
MKA
39
M. Kulyk & Associates
Georgia
$753K +$755K +14,926 New
RPSA
40
Richard P. Slaughter Associates
Texas
$742K +$79.7K +1,576 +12%
IAA
41
Independent Advisor Alliance
North Carolina
$716K +$718K +14,200 New
MWM
42
Meridian Wealth Management
Kentucky
$706K
SPA
43
Sound Portfolio Advisors
Connecticut
$641K +$4.05K +80 +0.6%
DPI
44
Diversified Portfolios Inc
Michigan
$556K -$72.9K -1,441 -12%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$527K
VFG
46
V2 Financial group
Illinois
$499K +$500K +9,890 New
B
47
Bailard
California
$493K
WCG
48
Weaver Consulting Group
California
$479K +$50.6K +1,000 +12%
Creative Planning
49
Creative Planning
Kansas
$470K +$472K +9,328 New
CA
50
Capital Advantage
California
$470K