Save your place

Sign in to WhoBought

Please try again later.

iShares Short-Term California Muni Active ETF (CALI) institutional ownership

Latest close $50.38 Jul 22, 2026
Market cap$214M 52-week range SectorFinancial Services
Funds holding · Q1 2026
83
reported CALI position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
60 buyers · 23 sellers

iShares Short-Term California Muni Active ETF (CALI) price and institutional activity

Dates

Q1 2026

$0 bought by 60 investors
Jane Street Group, LLCLpl Financial LLC +58 more
$0 sold by 23 investors
Ariadne Wealth Management, LPBallast Rock Private Wealth LLC +21 more
Bought Sold Totals per quarter; hover a bar for the names.

iShares Short-Term California Muni Active ETF (CALI) institutional activity · 83

Investor Type Est. change Change Δ Own Date
Ariadne Wealth Management, LP · Reduced
Change −112K Date Q1 2026
Ariadne Wealth Management, LP Reduced· Q1 2026 −112K Q1 2026
Jane Street Group, LLC · New
Change +89K Date Q1 2026
Jane Street Group, LLC New· Q1 2026 +89K Q1 2026
Lpl Financial LLC · Added
Change +72K Date Q1 2026
Lpl Financial LLC Added· Q1 2026 +72K Q1 2026
Apella Capital, LLC · New
Change +61K Date Q1 2026
Apella Capital, LLC New· Q1 2026 +61K Q1 2026
Composition Wealth, LLC · Added
Change +54K Date Q1 2026
Composition Wealth, LLC Added· Q1 2026 +54K Q1 2026
Integrated Wealth Concepts LLC · New
Change +53K Date Q1 2026
Integrated Wealth Concepts LLC New· Q1 2026 +53K Q1 2026
Elmwood Wealth Management, Inc. · Added
Change +48K Date Q1 2026
Elmwood Wealth Management, Inc. Added· Q1 2026 +48K Q1 2026
Ballast Rock Private Wealth LLC · Exited
Change −35K Δ Own −100.0% Date Q1 2026
Ballast Rock Private Wealth LLC Exited· Q1 2026 −35K −100.0% Q1 2026
Cambridge Investment Research Advisors, Inc. · New
Change +33K Date Q1 2026
Cambridge Investment Research Advisors, Inc. New· Q1 2026 +33K Q1 2026
Pasadena Private Wealth, LLC · New
Change +32K Date Q1 2026
Pasadena Private Wealth, LLC New· Q1 2026 +32K Q1 2026
Elequin Capital, LP · Exited
Change −29K Δ Own −100.0% Date Q1 2026
Elequin Capital, LP Exited· Q1 2026 −29K −100.0% Q1 2026
McIlrath & Eck, LLC · New
Change +28K Date Q1 2026
McIlrath & Eck, LLC New· Q1 2026 +28K Q1 2026
U S Global Investors Inc · Exited
Change −22K Δ Own −100.0% Date Q1 2026
U S Global Investors Inc Exited· Q1 2026 −22K −100.0% Q1 2026
Fort Point Capital Partners LLC · Exited
Change −21K Δ Own −100.0% Date Q1 2026
Fort Point Capital Partners LLC Exited· Q1 2026 −21K −100.0% Q1 2026
Citizens Financial Group Inc · Reduced
Change −20K Date Q1 2026
Citizens Financial Group Inc Reduced· Q1 2026 −20K Q1 2026
Data through Q1 2026 · filed Jun 3, 2026
15 of 83

Famous investor activity in iShares Short-Term California Muni Active ETF (CALI)

iShares Short-Term California Muni Active ETF (CALI) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
BlackRock Portfolio Management LLC 4.0M
% of shares outstanding 33.7% Filing date May 6, 2026
BlackRock Portfolio Management LLC 4.0M 33.7% May 6, 2026
BlackRock Portfolio Management LLC 4.3M
% of shares outstanding 29.5% Filing date Jul 17, 2026
BlackRock Portfolio Management LLC 4.3M 29.5% Jul 17, 2026
Weil Company, Inc. 649K
% of shares outstanding 6.2% Filing date Feb 4, 2026
Weil Company, Inc. 649K 6.2% Feb 4, 2026
3 of 3

iShares Short-Term California Muni Active ETF (CALI) ownership FAQ

Who owns CALI?

83 reporting institutions disclosed CALI position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.