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CALI

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

18 hedge funds and large institutions have $16.4M invested in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

20% more funds holding

Funds holding: 15 → 18 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8.02% less ownership

Funds ownership: 58.12% → 50.09% (-8%)

13% less capital invested

Capital invested by funds: $19M → $16.4M (-$2.52M)

Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
6
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RPSA
Richard P. Slaughter Associates
Texas
+$397K
2
AFP
Alpha Financial Partners
Kentucky
+$299K
3
EFG
Ehrlich Financial Group
California
+$299K
4
NA
NewEdge Advisors
Louisiana
+$278K
5
MA
Mutual Advisors
Nebraska
+$252K

Top Sellers

Rank Fund Capital Flow
1
MWAM
Manhattan West Asset Management
California
-$2.05M
2
Jane Street
Jane Street
New York
-$1.45M
3
Citadel Advisors
Citadel Advisors
Florida
-$874K
4
KAS
Kestra Advisory Services
Texas
-$384K
5
EWM
Elmwood Wealth Management
California
-$40.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1
Elmwood Wealth Management
California
$5.93M -$40.4K -803 -0.7%
CFG
2
Citizens Financial Group
Rhode Island
$3.6M +$58.9K +1,169 +2%
NA
3
NewEdge Advisors
Louisiana
$1.38M +$278K +5,524 +25%
Citadel Advisors
4
Citadel Advisors
Florida
$1.04M -$874K -17,370 -46%
TWM
5
TriaGen Wealth Management
California
$571K +$223K +4,433 +65%
TIAM2
6
Tru Independence Asset Management 2
Oregon
$461K +$460K +9,137 New
RPSA
7
Richard P. Slaughter Associates
Texas
$398K +$397K +7,879 New
ACM
8
AlphaStar Capital Management
North Carolina
$396K +$1.11K +22 +0.3%
BIA
9
Bell Investment Advisors
California
$384K +$2.97K +59 +0.8%
SAI
10
Savvy Advisors Inc
New York
$304K +$806 +16 +0.3%
AFP
11
Alpha Financial Partners
Kentucky
$300K +$299K +5,935 New
EFG
12
Ehrlich Financial Group
California
$300K +$299K +5,935 New
Jane Street
13
Jane Street
New York
$300K -$1.45M -28,705 -83%
MA
14
Mutual Advisors
Nebraska
$252K +$252K +5,000 New
IWC
15
Integrated Wealth Concepts
Massachusetts
$250K +$250K +4,957 New
AWM
16
Ariadne Wealth Management
California
$229K +$230K +4,565 New
FMN
17
Financial Management Network
California
$215K +$215K +4,278 New
CWM
18
Compass Wealth Management
Connecticut
$130K – – –
MWAM
19
Manhattan West Asset Management
California
– -$2.05M -40,762 Closed
KAS
20
Kestra Advisory Services
Texas
– -$384K -7,648 Closed
UBS Group
21
UBS Group
Switzerland
– -$4.67K -93 Closed
SRCM
22
Signature Resources Capital Management
California
– -$2.01K -40 Closed

CALI Hedge Fund Activity: Q3 2024 in Review

18 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) for Q3 2024, worth a combined $16.4M — down 13% from $19M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CALI positions and 4 closed out — a net gain of 4 holders — while 6 added to existing stakes and 3 trimmed.

The largest buyer was Richard P. Slaughter Associates, opening a new position worth an estimated $397K. The largest seller was Manhattan West Asset Management, exiting entirely with an estimated $2.05M sold.

  • 18 institutional investors held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) as of Q3 2024, up from 15 in Q2 2024.
  • Funds reported $16.4M of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF stock for Q3 2024, down 13% quarter-over-quarter.
  • 8 funds opened new BlackRock ETF Trust II iShares Short-Term California Muni Active ETF positions in Q3 2024 and 4 closed out, a net change of +4 holders.
  • The largest BlackRock ETF Trust II iShares Short-Term California Muni Active ETF buyer in Q3 2024 was Richard P. Slaughter Associates, an estimated $397K added.
  • The largest BlackRock ETF Trust II iShares Short-Term California Muni Active ETF seller in Q3 2024 was Manhattan West Asset Management, an estimated $2.05M sold.

Based on aggregated 13F filings for Q3 2024.