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CALI

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

31 hedge funds and large institutions have $27.1M invested in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more funds holding

Funds holding: 2031 (+11)

52% more capital invested

Capital invested by funds: $17.9M → $27.1M (+$9.28M)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

1.91% more ownership

Funds ownership: 39.54%41.45% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
31
Holders Change
+11
Holders Change %
+55%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
7
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1
Elmwood Wealth Management
California
$7M +$709K +14,088 +11%
CFG
2
Citizens Financial Group
Rhode Island
$3.6M -$24.2K -481 -0.7%
FPCP
3
Fort Point Capital Partners
California
$2.57M +$2.56M +50,965 New
FMN
4
Financial Management Network
California
$1.65M +$388K +7,706 +31%
GWM
5
Geneos Wealth Management
Colorado
$1.31M +$1.31M +26,006 New
IWC
6
Integrated Wealth Concepts
Massachusetts
$1.08M +$131K +2,599 +14%
LPL Financial
7
LPL Financial
California
$1.02M +$1.02M +20,215 New
NA
8
NewEdge Advisors
Louisiana
$850K -$28.7K -571 -3%
Jane Street
9
Jane Street
New York
$813K +$812K +16,141 New
RPSA
10
Richard P. Slaughter Associates
Texas
$623K +$171K +3,400 +38%
AWM
11
Ariadne Wealth Management
California
$572K +$17.1K +340 +3%
TWM
12
TriaGen Wealth Management
California
$552K -$29K -577 -5%
HighTower Advisors
13
HighTower Advisors
Illinois
$507K +$507K +10,071 New
Osaic Holdings
14
Osaic Holdings
Arizona
$478K +$142K +2,824 +42%
TIAM2
15
Tru Independence Asset Management 2
Oregon
$460K
MW
16
Members Wealth
Pennsylvania
$421K
SM
17
Sweeney & Michel
California
$401K +$403K +8,017 New
BIA
18
Bell Investment Advisors
California
$388K +$1.61K +32 +0.4%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$342K -$56.3K -1,119 -14%
ICP
20
Impact Capital Partners
Colorado
$300K +$299K +5,948 New
EFG
21
Ehrlich Financial Group
California
$299K
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$296K +$296K +5,879 New
APWA
23
Atlas Private Wealth Advisors
New Jersey
$266K +$266K +5,286 New
MA
24
Mutual Advisors
Nebraska
$251K
USB
25
Union Savings Bank
Connecticut
$246K +$246K +4,892 New

CALI Hedge Fund Activity: Q1 2025 in Review

31 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) for Q1 2025, worth a combined $27.1M — up 52% from $17.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CALI positions and 0 closed out — a net gain of 11 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Fort Point Capital Partners, opening a new position worth an estimated $2.56M. The largest seller was Savvy Advisors Inc, cutting an estimated $143K.

  • 31 institutional investors held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) as of Q1 2025, up from 20 in Q4 2024.
  • Funds reported $27.1M of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF stock for Q1 2025, up 52% quarter-over-quarter.
  • 11 funds opened new BlackRock ETF Trust II iShares Short-Term California Muni Active ETF positions in Q1 2025 and 0 closed out, a net change of +11 holders.
  • The largest BlackRock ETF Trust II iShares Short-Term California Muni Active ETF buyer in Q1 2025 was Fort Point Capital Partners, an estimated $2.56M added.
  • The largest BlackRock ETF Trust II iShares Short-Term California Muni Active ETF seller in Q1 2025 was Savvy Advisors Inc, an estimated $143K sold.

Based on aggregated 13F filings for Q1 2025.