CALI

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

Overview Fund Activity

20 hedge funds and large institutions have $17.9M invested in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 4 closing their positions.

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
9
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMN
1
Financial Management Network
California
$1.26M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$945K
3
MW
3
Members Wealth
Pennsylvania
$420K
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$397K
5
EWM
5
Elmwood Wealth Management
California
$6.26M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
NA
2
NewEdge Advisors
Louisiana
$875K
3
ACM
3
AlphaStar Capital Management
North Carolina
$0
4
AFP
4
Alpha Financial Partners
Kentucky
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
1
Elmwood Wealth Management
California
$6.26M 124,817 +7,464 +6%
CFG
2
Citizens Financial Group
Rhode Island
$3.61M 71,921 +589 +0.8%
FMN
3
Financial Management Network
California
$1.26M 25,160 +20,882 +488%
IWC
4
Integrated Wealth Concepts
Massachusetts
$945K 18,842 +13,885 +280%
NA
5
NewEdge Advisors
Louisiana
$875K 17,442 -9,888 -36%
TWM
6
TriaGen Wealth Management
California
$578K 11,531 +231 +2%
AWM
7
Ariadne Wealth Management
California
$557K 11,070 +6,505 +142%
TIAM2
8
Tru Independence Asset Management 2
Oregon
$458K 9,137 – –
RPSA
9
Richard P. Slaughter Associates
Texas
$450K 8,962 +1,083 +14%
MW
10
Members Wealth
Pennsylvania
$420K 8,368 +8,368 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$397K 7,915 +7,915 New
BIA
12
Bell Investment Advisors
California
$385K 7,676 +79 +1%
SAI
13
Savvy Advisors Inc
New York
$344K 6,860 +833 +14%
Osaic Holdings
14
Osaic Holdings
Arizona
$334K 6,661 +6,661 New
EFG
15
Ehrlich Financial Group
California
$298K 5,935 – –
MA
16
Mutual Advisors
Nebraska
$251K 5,000 – –
CA
17
Capital Advantage
California
$242K 4,816 +4,816 New
CWM
18
Compass Wealth Management
Connecticut
$129K 2,581 – –
RMP
19
Richards, Merrill & Peterson
Washington
$50.2K 1,000 +1,000 New
UBS Group
20
UBS Group
Switzerland
$8.18K 163 +163 New
Citadel Advisors
21
Citadel Advisors
Florida
– – -20,637 Closed
ACM
22
AlphaStar Capital Management
North Carolina
– – -7,840 Closed
AFP
23
Alpha Financial Partners
Kentucky
– – -5,935 Closed
Jane Street
24
Jane Street
New York
– – -5,931 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –