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BlackRock Short-Term California Muni Bond ETF (CALY) Institutional Ownership

$50.61 +0.02 (+0.03%)
As of 08/29/2025

Institutional Ownership Changes (13F Filings) for BlackRock Short-Term California Muni Bond ETF (NASDAQ:CALY)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$6.10M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.99M
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CALY Institutional Buying and Selling by Quarter

BlackRock Short-Term California Muni Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/11/2025 Impact Capital Partners LLC5,948$300K0.1%N/A0.915%
4/10/2025 Richard P Slaughter Associates Inc12,362$623K0.1%+37.9%1.902%
4/9/2025 Sweeney & Michel LLC8,017$401K0.2%N/A1.233%
3/17/2025Members Wealth LLC8,368$420K0.3%N/A1.287%
2/17/2025 Capital Advantage Inc.4,816$242K0.0%N/A0.741%
2/17/2025 Cetera Investment Advisers7,915$397K0.0%N/A1.218%
2/14/2025 Integrated Wealth Concepts LLC18,842$945K0.0%+280.1%2.899%
2/13/2025 NewEdge Advisors LLC17,442$875K0.0%-36.2%2.683%
2/13/2025 Savvy Advisors Inc.6,860$344K0.0%+13.8%1.055%
2/7/2025 Citizens Financial Group Inc. RI71,921$3.61M0.1%+0.8%11.065%
2/3/2025 Financial Management Network Inc.25,160$1.26M0.3%+488.1%3.871%
1/23/2025 TriaGen Wealth Management LLC11,531$578K0.2%+2.0%1.774%
1/14/2025 Richard P Slaughter Associates Inc8,962$450K0.1%+13.7%1.379%
1/13/2025 Elmwood Wealth Management Inc.124,817$6.26M2.5%+6.4%19.203%
11/15/2024 Jane Street Group LLC5,931$300K0.0%-82.9%0.912%
11/15/2024 Integrated Wealth Concepts LLC4,957$250K0.0%N/A0.763%
11/8/2024 Citizens Financial Group Inc. RI71,332$3.60M0.1%+1.7%10.974%
11/4/2024 TRU Independence Asset Management 2 LLC9,137$461K0.4%N/A1.406%
10/23/2024 Financial Management Network Inc.4,278$215K0.0%N/A0.658%
10/18/2024 TriaGen Wealth Management LLC11,300$571K0.2%+64.6%1.738%
10/11/2024 Elmwood Wealth Management Inc.117,353$5.93M2.4%-0.7%18.054%
10/7/2024 Richard P Slaughter Associates Inc7,879$398K0.1%N/A1.212%
10/7/2024 Alpha Financial Partners LLC5,935$300K0.2%N/A0.913%
8/16/2024 NewEdge Advisors LLC21,806$1.10M0.0%N/A3.355%
8/9/2024 Citizens Financial Group Inc. RI70,163$3.52M0.1%+0.6%10.794%
8/8/2024 Bell Investment Advisors Inc7,538$378K0.1%+641.9%1.160%
7/26/2024 AlphaStar Capital Management LLC7,818$392K0.0%+28.8%1.203%
7/18/2024 TriaGen Wealth Management LLC6,867$345K0.1%+33.7%1.056%
5/17/2024 Citizens Financial Group Inc. RI69,731$3.50M0.1%+2.5%15.496%
5/15/2024 Manhattan West Asset Management LLC64,057$3.22M0.8%+181.3%14.235%
4/23/2024 TriaGen Wealth Management LLC5,138$258K0.1%N/A1.285%
4/5/2024 Compass Wealth Management LLC2,581$130K0.0%N/A0.645%
2/12/2024 Manhattan West Asset Management LLC22,769$1.15M0.3%N/A5.692%
2/2/2024 Citizens Financial Group Inc. RI68,033$3.42M0.1%N/A17.008%
1/30/2024 Elmwood Wealth Management Inc.8,751$440K0.3%N/A2.188%
(Data available from 1/1/2016 forward)

CALY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CALY shares?

During the previous two years, 20 institutional investors and hedge funds held shares of BlackRock Short-Term California Muni Bond ETF. The most heavily invested institutionals were Elmwood Wealth Management Inc. ($6.26M), Citizens Financial Group Inc. RI ($3.61M), Manhattan West Asset Management LLC ($3.22M), Financial Management Network Inc. ($1.26M), Integrated Wealth Concepts LLC ($945K), NewEdge Advisors LLC ($875K), and Richard P Slaughter Associates Inc ($623K).Learn more on BlackRock Short-Term California Muni Bond ETF's institutional investors.

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

Of the 19 institutional investors that purchased BlackRock Short-Term California Muni Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Citizens Financial Group Inc. RI ($71.92K), Manhattan West Asset Management LLC ($64.06K), Financial Management Network Inc. ($25.16K), NewEdge Advisors LLC ($21.81K), Integrated Wealth Concepts LLC ($18.84K), Elmwood Wealth Management Inc. ($16.22K), and Richard P Slaughter Associates Inc ($12.36K).

How much institutional buying is happening at BlackRock Short-Term California Muni Bond ETF?

Institutional investors have bought a total of 121,219 shares in the last 24 months. This purchase volume represents approximately $6.10M in transactions.

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

The following institutional investors have sold BlackRock Short-Term California Muni Bond ETF stock in the last 24 months: Jane Street Group LLC ($28.71K), NewEdge Advisors LLC ($9.89K), and Elmwood Wealth Management Inc. ($803.00).

How much institutional selling is happening at BlackRock Short-Term California Muni Bond ETF?

Institutional investors have sold a total of 39,396 shares in the last 24 months. This volume of shares sold represents approximately $1.99M in transactions.



This page (NASDAQ:CALY) was last updated on 9/3/2025 by MarketBeat.com Staff
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