BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
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.
800% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 1
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
11% more funds holding
Funds holding: 18 → 20 (+2)
9% more capital invested
Capital invested by funds: $16.4M → $17.9M (+$1.41M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10.55% less ownership
Funds ownership: 50.09% → 39.54% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMN
Financial Management Network
Mission Viejo,
California
|
+$1.05M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$699K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$398K |
| 4 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
+$376K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$335K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.04M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$498K |
| 3 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$396K |
| 4 |
AFP
Alpha Financial Partners
Lexington,
Kentucky
|
-$300K |
| 5 |
Jane Street
New York
|
-$300K |
CALI Hedge Fund Activity: Q4 2024 in Review
20 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) for Q4 2024, worth a combined $17.9M — up 8.6% from $16.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CALI positions and 4 closed out — a net gain of 2 holders — while 9 added to existing stakes and 1 trimmed.
The largest buyer was Financial Management Network, adding an estimated $1.05M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.04M sold.
- 20 institutional investors held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) as of Q4 2024, up from 18 in Q3 2024.
- Funds reported $17.9M of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF stock for Q4 2024, up 8.6% quarter-over-quarter.
- 6 funds opened new BlackRock ETF Trust II iShares Short-Term California Muni Active ETF positions in Q4 2024 and 4 closed out, a net change of +2 holders.
- The largest BlackRock ETF Trust II iShares Short-Term California Muni Active ETF buyer in Q4 2024 was Financial Management Network, an estimated $1.05M added.
- The largest BlackRock ETF Trust II iShares Short-Term California Muni Active ETF seller in Q4 2024 was Citadel Advisors, an estimated $1.04M sold.
Based on aggregated 13F filings for Q4 2024.