Ishrs SH-TRM Ca Muni Act ETFCALIETF
13F holders, Q1 2024 (March 31)10holders
$50.26avg. 13F price*
At the end of Q1 2024, 10 institutions reported holding Ishrs SH-TRM Ca Muni Act ETF (CALI) in their 13F filings. The largest holders were Citizens Financial Group Inc. ($3.5M), Manhattan West Asset Management, LLC ($3.2M) and Elmwood Wealth Management, Inc. ($2.1M).
- Company
- Ishrs SH-TRM Ca Muni Act ETF
- Filed as
- BLACKROCK ETF TRUST II (Q1 2024)
- CUSIP
- 092528884
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.2M |
| Exits | 1 | $13.1M |
Ownership 10 holders
| Citizens Financial Group Inc. | 0.12% | Add +2.5% | 69,731 | $3.5M |
| Manhattan West Asset Management, LLC | 0.77% | Add +181.3% | 64,057 | $3.2M |
| Elmwood Wealth Management, Inc. | 0.88% | Add +367.7% | 40,926 | $2.1M |
| Jane Street Group, LLC | 0.00% | New | 24,808 | $1.2M |
| AlphaStar Capital Management, LLC | 0.03% | New | 6,072 | $305K |
| Savvy Advisors, Inc. | 0.17% | New | 5,964 | $300K |
| TriaGen Wealth Management LLC | 0.11% | New | 5,138 | $258K |
| Compass Wealth Management LLC | 0.03% | New | 2,581 | $130K |
| Bell Investment Advisors, Inc | 0.01% | Add +0.5% | 1,016 | $51K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 27 | $1K |
"% of holder's portfolio" is CALI's weight in each manager's 13F, not the share of Ishrs SH-TRM Ca Muni Act ETF the manager owns.