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CALI

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

15 hedge funds and large institutions have $19M invested in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

71% more capital invested

Capital invested by funds: $11.1M → $19M (+$7.89M)

50% more funds holding

Funds holding: 10 → 15 (+5)

3.04% more ownership

Funds ownership: 55.08% → 58.12% (+3%)

Holders
15
Holders Change
+5
Holders Change %
+50%
% of All Funds
0.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
8
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EWM
Elmwood Wealth Management
California
+$3.87M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.91M
3
NA
NewEdge Advisors
Louisiana
+$1.09M
4
Jane Street
Jane Street
New York
+$493K
5
KAS
Kestra Advisory Services
Texas
+$383K

Top Sellers

Rank Fund Capital Flow
1
MWAM
Manhattan West Asset Management
California
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1
Elmwood Wealth Management
California
$5.93M +$3.87M +77,230 +189%
CFG
2
Citizens Financial Group
Rhode Island
$3.52M +$21.7K +432 +0.6%
MWAM
3
Manhattan West Asset Management
California
$2.05M -$1.17M -23,295 -36%
Citadel Advisors
4
Citadel Advisors
Florida
$1.91M +$1.91M +38,007 New
Jane Street
5
Jane Street
New York
$1.74M +$493K +9,828 +40%
NA
6
NewEdge Advisors
Louisiana
$1.09M +$1.09M +21,806 New
MW
7
Members Wealth
Pennsylvania
$787K +$784K +15,635 New
ACM
8
AlphaStar Capital Management
North Carolina
$392K +$87.5K +1,746 +29%
KAS
9
Kestra Advisory Services
Texas
$384K +$383K +7,648 New
BIA
10
Bell Investment Advisors
California
$378K +$327K +6,522 +642%
TWM
11
TriaGen Wealth Management
California
$345K +$86.7K +1,729 +34%
SAI
12
Savvy Advisors Inc
New York
$302K +$2.36K +47 +0.8%
CWM
13
Compass Wealth Management
Connecticut
$130K – – –
UBS Group
14
UBS Group
Switzerland
$4.67K +$4.66K +93 New
SRCM
15
Signature Resources Capital Management
California
$2.01K +$652 +13 +48%

CALI Hedge Fund Activity: Q2 2024 in Review

15 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) for Q2 2024, worth a combined $19M — up 71% from $11.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CALI positions and 0 closed out — a net gain of 5 holders — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Elmwood Wealth Management, adding an estimated $3.87M. The largest seller was Manhattan West Asset Management, cutting an estimated $1.17M.

  • 15 institutional investors held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) as of Q2 2024, up from 10 in Q1 2024.
  • Funds reported $19M of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF stock for Q2 2024, up 71% quarter-over-quarter.
  • 5 funds opened new BlackRock ETF Trust II iShares Short-Term California Muni Active ETF positions in Q2 2024 and 0 closed out, a net change of +5 holders.
  • The largest BlackRock ETF Trust II iShares Short-Term California Muni Active ETF buyer in Q2 2024 was Elmwood Wealth Management, an estimated $3.87M added.
  • The largest BlackRock ETF Trust II iShares Short-Term California Muni Active ETF seller in Q2 2024 was Manhattan West Asset Management, an estimated $1.17M sold.

Based on aggregated 13F filings for Q2 2024.