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iShares Short-Term California Muni Active ETF (CALI) Institutional Ownership

iShares Short-Term California Muni Active ETF logo
$50.38 0.00 (0.00%)
As of 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Short-Term California Muni Active ETF (NASDAQ:CALI)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$4.20M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$337.93K
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CALI Institutional Buying and Selling by Quarter

iShares Short-Term California Muni Active ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/6/2026 Union Savings Bank6,931$350K0.2%N/A0.135%
2/9/2026 Cary Street Partners Financial LLC26,239$1.32M0.0%+1.9%0.509%
2/9/2026Diversified Portfolios Inc.12,475$629K0.1%N/A0.242%
1/30/2026 SOL Capital Management CO15,250$770K0.1%-28.7%0.296%
1/23/2026 Farther Finance Advisors LLC4,336$219K0.0%-11.2%0.089%
1/1/2026JPMorgan Chase & Co.910$46K0.0%N/A0.026%
11/24/2025Graybill Wealth Management LTD.6,000$304K0.1%N/A0.174%
11/10/2025 Cary Street Partners Financial LLC25,739$1.30M0.0%N/A0.746%
11/7/2025JPMorgan Chase & Co.910$46K0.0%N/A0.026%
8/13/2025Cheviot Value Management LLC1,750$88K0.0%N/A0.067%
8/8/2025 Union Savings Bank6,554$331K0.2%+34.0%0.252%
7/11/2025 Farther Finance Advisors LLC4,791$242K0.0%N/A0.196%
5/16/2025Integrated Wealth Concepts LLC21,441$1.08M0.0%N/A1.340%
4/22/2025Union Savings Bank4,892$246K0.1%N/A0.316%


CALI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CALI shares?

During the previous two years, 9 institutional investors and hedge funds held shares of iShares Short-Term California Muni Active ETF. The most heavily invested institutionals were Cary Street Partners Financial LLC ($1.32M), Integrated Wealth Concepts LLC ($1.08M), SOL Capital Management CO ($770K), Diversified Portfolios Inc. ($629K), Union Savings Bank ($350K), Graybill Wealth Management LTD. ($304K), and Farther Finance Advisors LLC ($219K).Learn more on iShares Short-Term California Muni Active ETF's institutional investors.

Which institutional investors have been buying iShares Short-Term California Muni Active ETF's stock?

The following institutional investors have purchased iShares Short-Term California Muni Active ETF's stock in the last 24 months: Cary Street Partners Financial LLC ($26.24K), Integrated Wealth Concepts LLC ($21.44K), Union Savings Bank ($13.49K), Diversified Portfolios Inc. ($12.48K), Graybill Wealth Management LTD. ($6K), Farther Finance Advisors LLC ($4.79K), and JPMorgan Chase & Co. ($1.82K).

How much institutional buying is happening at iShares Short-Term California Muni Active ETF?

Institutional investors have bought a total of 83,109 shares in the last 24 months. This purchase volume represents approximately $4.20M in transactions.

Which of iShares Short-Term California Muni Active ETF's major shareholders have been selling company stock?

The following institutional investors have sold iShares Short-Term California Muni Active ETF stock in the last 24 months: SOL Capital Management CO ($6.15K), and Farther Finance Advisors LLC ($547.00).

How much institutional selling is happening at iShares Short-Term California Muni Active ETF?

Institutional investors have sold a total of 6,697 shares in the last 24 months. This volume of shares sold represents approximately $337.93K in transactions.


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This page (NASDAQ:CALI) was last updated on 5/5/2026 by MarketBeat.com Staff.
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