Who Owns CALI?
iShares Short-Term California Muni Active ETF — Institutional Ownership & 13F Holdings
$50.51
-0.01 (-0.02%)
Market Cap
$214.5M
Shares Outstanding
4,239,447
Institutional Holders
32
Total Inst. Value
$25.5M
% of Float Held
—
QoQ Holder Change
+24
Institutional data as of Q1 2025
New Positions
17
Closed Positions
1
Increased
5
Decreased
5
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Elmwood Wealth Management, Inc.New | $7.0M | 138,905 |
| 2 | CITIZENS FINANCIAL GROUP INC/RI | $3.6M | 71,440 |
| 3 | Fort Point Capital Partners LLCNew | $2.6M | 50,965 |
| 4 | FINANCIAL MANAGEMENT NETWORK INC | $1.7M | 32,866 |
| 5 | Integrated Wealth Concepts LLC | $1.1M | 21,441 |
| 6 | NewEdge Advisors, LLC | $850K | 16,871 |
| 7 | JANE STREET GROUP, LLCNew | $813K | 16,141 |
| 8 | Geneos Wealth Management Inc.New | $655K | 13,003 |
| 9 | Richard P Slaughter Associates IncNew | $623K | 12,362 |
| 10 | Ariadne Wealth Management, LP | $572K | 11,410 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Elmwood Wealth Management, Inc.New | +139K | $7.0M |
| Fort Point Capital Partners LLCNew | +51K | $2.6M |
| FINANCIAL MANAGEMENT NETWORK INC | +8K | $1.7M |
| Integrated Wealth Concepts LLC | +3K | $1.1M |
| JANE STREET GROUP, LLCNew | +16K | $813K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Savvy Advisors, Inc. | -3K | $203K |
| Cetera Investment Advisers | -1K | $342K |
| NewEdge Advisors, LLC | -571 | $850K |
| CITIZENS FINANCIAL GROUP INC/RI | -481 | $3.6M |
| UBS Group AG | -49 | $6K |
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Frequently Asked Questions
How many institutional investors hold CALI?
As of Q1 2025, 32 institutional investors report holding CALI (iShares Short-Term California Muni Active ETF) in their 13F filings.
Which hedge fund owns the most CALI?
The largest institutional holder of CALI is Elmwood Wealth Management, Inc. with $7.0M in shares.
Are institutions buying or selling CALI?
This quarter, 17 institutions opened new positions in CALI and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.