CALI

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

Overview Fund Activity

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.

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

1
TIAM2
1
Tru Independence Asset Management 2
Oregon
$461K
2
RPSA
2
Richard P. Slaughter Associates
Texas
$398K
3
AFP
3
Alpha Financial Partners
Kentucky
$300K
4
EFG
4
Ehrlich Financial Group
California
$300K
5
NA
5
NewEdge Advisors
Louisiana
$1.38M

Top Sellers

1
MWAM
1
Manhattan West Asset Management
California
$0
2
Jane Street
2
Jane Street
New York
$300K
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.04M
4
KAS
4
Kestra Advisory Services
Texas
$0
5
EWM
5
Elmwood Wealth Management
California
$5.93M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
1
Elmwood Wealth Management
California
$5.93M 117,353 -803 -0.7%
CFG
2
Citizens Financial Group
Rhode Island
$3.6M 71,332 +1,169 +2%
NA
3
NewEdge Advisors
Louisiana
$1.38M 27,330 +5,524 +25%
Citadel Advisors
4
Citadel Advisors
Florida
$1.04M 20,637 -17,370 -46%
TWM
5
TriaGen Wealth Management
California
$571K 11,300 +4,433 +65%
TIAM2
6
Tru Independence Asset Management 2
Oregon
$461K 9,137 +9,137 New
RPSA
7
Richard P. Slaughter Associates
Texas
$398K 7,879 +7,879 New
ACM
8
AlphaStar Capital Management
North Carolina
$396K 7,840 +22 +0.3%
BIA
9
Bell Investment Advisors
California
$384K 7,597 +59 +0.8%
SAI
10
Savvy Advisors Inc
New York
$304K 6,027 +16 +0.3%
EFG
11
Ehrlich Financial Group
California
$300K 5,935 +5,935 New
AFP
12
Alpha Financial Partners
Kentucky
$300K 5,935 +5,935 New
Jane Street
13
Jane Street
New York
$300K 5,931 -28,705 -83%
MA
14
Mutual Advisors
Nebraska
$252K 5,000 +5,000 New
IWC
15
Integrated Wealth Concepts
Massachusetts
$250K 4,957 +4,957 New
AWM
16
Ariadne Wealth Management
California
$229K 4,565 +4,565 New
FMN
17
Financial Management Network
California
$215K 4,278 +4,278 New
CWM
18
Compass Wealth Management
Connecticut
$130K 2,581 – –
MWAM
19
Manhattan West Asset Management
California
– – -40,762 Closed
KAS
20
Kestra Advisory Services
Texas
– – -7,648 Closed
UBS Group
21
UBS Group
Switzerland
– – -93 Closed
SRCM
22
Signature Resources Capital Management
California
– – -40 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –