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CALI

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

78 hedge funds and large institutions have $90.5M invested in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 11

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

39% more capital invested

Capital invested by funds: $65.3M → $90.5M (+$25.2M)

18% more funds holding

Funds holding: 6678 (+12)

2.25% more ownership

Funds ownership: 40.93%43.18% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
78
Holders Change
+12
Holders Change %
+18.18%
% of All Funds
0.95%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
32
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$8.72M +$1.62M +31,984 +23%
EWM
2
Elmwood Wealth Management
California
$8.29M +$537K +10,618 +7%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$6.82M +$5.64M +111,661 +479%
AWM
4
Ariadne Wealth Management
California
$6.5M +$89.1K +1,764 +1%
CFG
5
Citizens Financial Group
Rhode Island
$3.56M +$25.4K +502 +0.7%
DWM
6
DeLarme Wealth Management
California
$3.53M +$3.53M +69,954 New
NL
7
NDWM LLC
California
$3.28M +$235K +4,653 +8%
SM
8
Sweeney & Michel
California
$2.76M +$2.19M +43,378 +389%
GRP
9
Global Retirement Partners
California
$2.53M +$1.38M +27,250 +119%
FMN
10
Financial Management Network
California
$2.43M +$457K +9,036 +23%
AWM
11
Axxcess Wealth Management
California
$2.17M +$442K +8,743 +25%
FAT
12
First American Trust
California
$2.02M +$2.02M +39,983 New
BRPW
13
Ballast Rock Private Wealth
South Carolina
$1.75M +$1.75M +34,595 New
Mariner
14
Mariner
Kansas
$1.74M +$801K +15,853 +85%
SAI
15
Savvy Advisors Inc
New York
$1.63M +$1.4M +27,692 +599%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.63M -$28.6K -566 -2%
EC
17
Elequin Capital
New York
$1.47M -$24.5K -485 -2%
MMA
18
Miracle Mile Advisors
California
$1.37M -$404K -8,000 -23%
CSP
19
Cary Street Partners
Virginia
$1.32M +$25.3K +500 +2%
PWM
20
Perigon Wealth Management
California
$1.23M +$539K +10,670 +78%
WAS
21
WESPAC Advisors SoCal
California
$1.22M +$260K +5,141 +27%
USGIU
22
U.S. Global Investors (USGI)
Texas
$1.11M +$1.05M +20,874 +1,854%
KW
23
KWB Wealth
California
$1.08M +$1.08M +21,339 New
FPCP
24
Fort Point Capital Partners
California
$1.06M
KCM
25
Kanawha Capital Management
Virginia
$959K +$960K +19,000 New

CALI Hedge Fund Activity: Q4 2025 in Review

78 of the 8,223 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 2025, worth a combined $90.5M — up 39% from $65.3M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CALI positions and 9 closed out — a net gain of 12 holders — while 32 added to existing stakes and 11 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $5.64M. The largest seller was Integrated Wealth Concepts, exiting entirely with an estimated $2.3M sold.

  • 78 institutional investors held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) as of Q4 2025, up from 66 in Q3 2025.
  • Funds reported $90.5M of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF stock for Q4 2025, up 39% quarter-over-quarter.
  • 21 funds opened new BlackRock ETF Trust II iShares Short-Term California Muni Active ETF positions in Q4 2025 and 9 closed out, a net change of +12 holders.
  • The largest BlackRock ETF Trust II iShares Short-Term California Muni Active ETF buyer in Q4 2025 was Wealth Enhancement Advisory Services, an estimated $5.64M added.
  • The largest BlackRock ETF Trust II iShares Short-Term California Muni Active ETF seller in Q4 2025 was Integrated Wealth Concepts, an estimated $2.3M sold.

Based on aggregated 13F filings for Q4 2025.