BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
6 hedge funds and large institutions have $18.1M invested in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
200% more funds holding
Funds holding: 2 → 6 (+4)
12% more capital invested
Capital invested by funds: $16.3M → $18.1M (+$1.89M)
3.07% less ownership
Funds ownership: 93.22% → 90.15% (-3.1%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFG
Citizens Financial Group
Providence,
Rhode Island
|
+$3.4M |
| 2 |
MWAM
Manhattan West Asset Management
Los Angeles,
California
|
+$1.14M |
| 3 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
+$438K |
| 4 |
BIA
Bell Investment Advisors
Oakland,
California
|
+$50.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$2.09M |
| 2 |
Jane Street
New York
|
-$1.22M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $13.1M | -$2.09M | -41,736 | -14% |
|
|
CFG
2
Citizens Financial Group
Providence,
Rhode Island
| $3.42M | +$3.4M | +68,033 | New |
|
|
MWAM
3
Manhattan West Asset Management
Los Angeles,
California
| $1.15M | +$1.14M | +22,769 | New |
|
|
EWM
4
Elmwood Wealth Management
Berkeley,
California
| $440K | +$438K | +8,751 | New |
|
|
BIA
5
Bell Investment Advisors
Oakland,
California
| $50.9K | +$50.6K | +1,011 | New |
|
|
SRCM
6
Signature Resources Capital Management
Newport Beach,
California
| $1.36K | +$1.35K | +27 | New |
|
|
7
Jane Street
New York
| – | -$1.22M | -24,528 | Closed |
|
CALI Hedge Fund Activity: Q4 2023 in Review
6 of the 6,860 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 2023, worth a combined $18.1M — up 12% from $16.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CALI positions and 1 closed out — a net gain of 4 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Citizens Financial Group, opening a new position worth an estimated $3.4M. The largest seller was BlackRock, cutting an estimated $2.09M.
- 6 institutional investors held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) as of Q4 2023, up from 2 in Q3 2023.
- Funds reported $18.1M of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF stock for Q4 2023, up 12% quarter-over-quarter.
- 5 funds opened new BlackRock ETF Trust II iShares Short-Term California Muni Active ETF positions in Q4 2023 and 1 closed out, a net change of +4 holders.
- The largest BlackRock ETF Trust II iShares Short-Term California Muni Active ETF buyer in Q4 2023 was Citizens Financial Group, an estimated $3.4M added.
- The largest BlackRock ETF Trust II iShares Short-Term California Muni Active ETF seller in Q4 2023 was BlackRock, an estimated $2.09M sold.
Based on aggregated 13F filings for Q4 2023.