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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
RSEWM
76
River's Edge Wealth Management
Pennsylvania
$209K +$860 +17 +0.4%
BA
77
Bridgewater Advisors
New York
$202K -$29K -573 -13%
GI
78
GAMMA Investing
California
$195K +$196K +3,870 New
USB
79
Union Savings Bank
Connecticut
$149K -$201K -3,977 -57%
Morgan Stanley
80
Morgan Stanley
New York
$126K
CVM
81
Cheviot Value Management
California
$88.3K
AF
82
Allworth Financial
California
$78.7K +$49.9K +986 +172%
SAM
83
Smartleaf Asset Management
Massachusetts
$71.9K +$16.4K +324 +29%
JP Morgan Chase
84
JP Morgan Chase
New York
$67.2K -$46.3K -916 -41%
SFS
85
Sunrise Financial Services
Washington
$53K +$2.53K +50 +5%
SWP
86
Strategic Wealth Partners
Ohio
$49.9K +$25K +494 +100%
BA
87
Ballast Advisors
Minnesota
$24.5K +$24.5K +485 New
ASN
88
Advisory Services Network
Georgia
$15K +$15K +297 New
UBS Group
89
UBS Group
Switzerland
$908 +$860 +17 +1,700%
ACA
90
Aptus Capital Advisors
Alabama
$807 +$809 +16 New
Wells Fargo
91
Wells Fargo
California
$21
BRPW
92
Ballast Rock Private Wealth
South Carolina
-$1.75M -34,595 Closed
EC
93
Elequin Capital
New York
-$1.47M -29,065 Closed
USGIU
94
U.S. Global Investors (USGI)
Texas
-$1.11M -22,000 Closed
FPCP
95
Fort Point Capital Partners
California
-$1.06M -20,881 Closed
SCM
96
SOL Capital Management
Maryland
-$770K -15,250 Closed
SRWM
97
Shira Ridge Wealth Management
California
-$223K -4,426 Closed
RWP
98
Ridgecrest Wealth Partners
California
-$202K -4,000 Closed
KAS
99
Kestra Advisory Services
Texas
-$87.1K -1,726 Closed