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CALI

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

78 hedge funds and large institutions have $90.5M invested in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 11

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

39% more capital invested

Capital invested by funds: $65.3M → $90.5M (+$25.2M)

18% more funds holding

Funds holding: 66 → 78 (+12)

2.25% more ownership

Funds ownership: 40.93% → 43.18% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
78
Holders Change
+12
Holders Change %
+18.18%
% of All Funds
0.95%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
32
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$5.64M
2
SM
Sweeney & Michel
California
+$2.19M
3
FAT
First American Trust
California
+$2.02M
4
LPL Financial
LPL Financial
California
+$1.62M
5
SAI
Savvy Advisors Inc
New York
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
-$2.3M
2
JBA
Johnson Bixby & Associates
Washington
-$1.01M
3
OMC
Old Mission Capital
Illinois
-$926K
4
AWA
Archvest Wealth Advisors
California
-$510K
5
MMA
Miracle Mile Advisors
California
-$404K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
76
Allworth Financial
California
$29K +$29K +574 New
SWP
77
Strategic Wealth Partners
Ohio
$25K – – –
UBS Group
78
UBS Group
Switzerland
$50 +$51 +1 New
Wells Fargo
79
Wells Fargo
California
$23 -$50.3K -995 Closed
IWC
80
Integrated Wealth Concepts
Massachusetts
– -$2.3M -45,370 Closed
JBA
81
Johnson Bixby & Associates
Washington
– -$1.01M -19,922 Closed
OMC
82
Old Mission Capital
Illinois
– -$926K -18,284 Closed
AWA
83
Archvest Wealth Advisors
California
– -$510K -10,071 Closed
BCM
84
Brookstone Capital Management
Illinois
– -$319K -6,297 Closed
Cerity Partners
85
Cerity Partners
New York
– -$308K -6,081 Closed
Jane Street
86
Jane Street
New York
– -$272K -5,374 Closed
ASN
87
Advisory Services Network
Georgia
– -$19.3K -381 Closed
1 2 3
4

CALI Hedge Fund Activity: Q4 2025 in Review

78 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) for Q4 2025, worth a combined $90.5M — up 39% from $65.3M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CALI positions and 9 closed out — a net gain of 12 holders — while 32 added to existing stakes and 11 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $5.64M. The largest seller was Integrated Wealth Concepts, exiting entirely with an estimated $2.3M sold.

  • 78 institutional investors held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) as of Q4 2025, up from 66 in Q3 2025.
  • Funds reported $90.5M of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF stock for Q4 2025, up 39% quarter-over-quarter.
  • 21 funds opened new BlackRock ETF Trust II iShares Short-Term California Muni Active ETF positions in Q4 2025 and 9 closed out, a net change of +12 holders.
  • The largest BlackRock ETF Trust II iShares Short-Term California Muni Active ETF buyer in Q4 2025 was Wealth Enhancement Advisory Services, an estimated $5.64M added.
  • The largest BlackRock ETF Trust II iShares Short-Term California Muni Active ETF seller in Q4 2025 was Integrated Wealth Concepts, an estimated $2.3M sold.

Based on aggregated 13F filings for Q4 2025.