BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
10 hedge funds and large institutions have $11.1M invested in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
67% more funds holding
Funds holding: 6 → 10 (+4)
35.07% less ownership
Funds ownership: 90.15% → 55.08% (-35%)
39% less capital invested
Capital invested by funds: $18.1M → $11.1M (-$7.08M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWAM
Manhattan West Asset Management
Los Angeles,
California
|
+$2.08M |
| 2 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
+$1.62M |
| 3 |
Jane Street
New York
|
+$1.25M |
| 4 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$305K |
| 5 |
SAI
Savvy Advisors Inc
New York
|
+$300K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$13.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFG
1
Citizens Financial Group
Providence,
Rhode Island
| $3.5M | +$85.4K | +1,698 | +2% |
|
|
MWAM
2
Manhattan West Asset Management
Los Angeles,
California
| $3.22M | +$2.08M | +41,288 | +181% |
|
|
EWM
3
Elmwood Wealth Management
Berkeley,
California
| $2.06M | +$1.62M | +32,175 | +368% |
|
|
4
Jane Street
New York
| $1.25M | +$1.25M | +24,808 | New |
|
|
ACM
5
AlphaStar Capital Management
Cornelius,
North Carolina
| $305K | +$305K | +6,072 | New |
|
|
SAI
6
Savvy Advisors Inc
New York
| $300K | +$300K | +5,964 | New |
|
|
TWM
7
TriaGen Wealth Management
Calabasas,
California
| $258K | +$258K | +5,138 | New |
|
|
CWM
8
Compass Wealth Management
Guilford,
Connecticut
| $130K | +$130K | +2,581 | New |
|
|
BIA
9
Bell Investment Advisors
Oakland,
California
| $51.1K | +$251 | +5 | +0.5% |
|
|
SRCM
10
Signature Resources Capital Management
Newport Beach,
California
| $1.36K | – | – | – |
|
|
11
BlackRock
New York
| – | -$13.1M | -260,000 | Closed |
|
CALI Hedge Fund Activity: Q1 2024 in Review
10 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) for Q1 2024, worth a combined $11.1M — down 39% from $18.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CALI positions and 1 closed out — a net gain of 4 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was Manhattan West Asset Management, adding an estimated $2.08M. The largest seller was BlackRock, exiting entirely with an estimated $13.1M sold.
- 10 institutional investors held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) as of Q1 2024, up from 6 in Q4 2023.
- Funds reported $11.1M of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF stock for Q1 2024, down 39% quarter-over-quarter.
- 5 funds opened new BlackRock ETF Trust II iShares Short-Term California Muni Active ETF positions in Q1 2024 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 Q1 2024 was Manhattan West Asset Management, an estimated $2.08M added.
- The largest BlackRock ETF Trust II iShares Short-Term California Muni Active ETF seller in Q1 2024 was BlackRock, an estimated $13.1M sold.
Based on aggregated 13F filings for Q1 2024.