Ishrs SH-TRM Ca Muni Act ETFCALIETF
13F holders, Q2 2024 (June 30)15holders +5
4new positions
0sold out
1famous investor
$50.20avg. 13F price*
At the end of Q2 2024, 15 institutions reported holding Ishrs SH-TRM Ca Muni Act ETF (CALI) in their 13F filings, up 5 from Q1 2024. 4 opened new positions and 0 sold out. The largest holders were Elmwood Wealth Management, Inc. ($5.9M), Citizens Financial Group Inc. ($3.5M) and Manhattan West Asset Management, LLC ($2.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ishrs SH-TRM Ca Muni Act ETF
- Filed as
- BLACKROCK ETF TRUST II (Q2 2024)
- CUSIP
- 092528884
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $3.4M |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 165,101 shares bought and 23,295 shares sold, net +141,806 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Elmwood Wealth Management, Inc. | 2.64% | Add +188.7% | 118,156 | $5.9M |
| Citizens Financial Group Inc. | 0.08% | Add +0.6% | 70,163 | $3.5M |
| Manhattan West Asset Management, LLC | 0.55% | Reduce -36.4% | 40,762 | $2.0M |
| Citadel Advisors | 0.00% | New | 38,007 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +39.6% | 34,636 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | New | 21,806 | $1.1M |
| Members Wealth LLC | 0.53% | — | 15,635 | $787K |
| AlphaStar Capital Management, LLC | 0.04% | Add +28.8% | 7,818 | $392K |
| Kestra Advisory Services, LLC | 0.00% | New | 7,648 | $384K |
| Bell Investment Advisors, Inc | 0.07% | Add +641.9% | 7,538 | $378K |
| TriaGen Wealth Management LLC | 0.13% | Add +33.6% | 6,867 | $345K |
| Savvy Advisors, Inc. | 0.10% | Add +0.8% | 6,011 | $302K |
| Compass Wealth Management LLC | 0.03% | No change | 2,581 | $130K |
| UBS Group AG | 0.00% | New | 93 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | Add +48.1% | 40 | $2K |
"% 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.