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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
+$397K |
| 2 |
AFP
Alpha Financial Partners
Lexington,
Kentucky
|
+$299K |
| 3 |
EFG
Ehrlich Financial Group
Laguna Niguel,
California
|
+$299K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$278K |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$252K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWAM
Manhattan West Asset Management
Los Angeles,
California
|
-$2.05M |
| 2 |
Jane Street
New York
|
-$1.45M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$874K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$384K |
| 5 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
-$40.4K |
CALI Hedge Fund Activity: Q3 2024 in Review
18 of the 6,978 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.