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

BlackRock Short-Term California Muni Bond ETF logo
$50.24
+0.03 (+0.06%)
(As of 11/1/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$10.31M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$40.55K
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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
10/23/2024 Financial Management Network Inc.4,278$215K0.0%N/A0.658%
10/18/2024TriaGen 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%
8/16/2024NewEdge Advisors LLC21,806$1.10M0.0%N/A3.355%
8/9/2024Citizens Financial Group Inc. RI70,163$3.52M0.1%+0.6%10.794%
8/8/2024Bell Investment Advisors Inc7,538$378K0.1%+641.9%1.160%
7/26/2024AlphaStar Capital Management LLC7,818$392K0.0%+28.8%1.203%
7/18/2024TriaGen Wealth Management LLC6,867$345K0.1%+33.7%1.056%
5/17/2024Citizens Financial Group Inc. RI69,731$3.50M0.1%+2.5%15.496%
5/15/2024Manhattan West Asset Management LLC64,057$3.22M0.8%+181.3%14.235%
4/23/2024TriaGen Wealth Management LLC5,138$258K0.1%N/A1.285%
4/5/2024 Compass Wealth Management LLC2,581$130K0.0%N/A0.645%
2/12/2024Manhattan West Asset Management LLC22,769$1.15M0.3%N/A5.692%
2/2/2024Citizens 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, 11 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. ($5.93M), Citizens Financial Group Inc. RI ($3.52M), Manhattan West Asset Management LLC ($3.22M), NewEdge Advisors LLC ($1.10M), TriaGen Wealth Management LLC ($571K), Richard P Slaughter Associates Inc ($398K), and AlphaStar Capital Management LLC ($392K).Learn more on CALY's institutional investors.

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

Of the 11 institutional investors that purchased BlackRock Short-Term California Muni Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Citizens Financial Group Inc. RI ($70.16K), Manhattan West Asset Management LLC ($64.06K), NewEdge Advisors LLC ($21.81K), TriaGen Wealth Management LLC ($11.30K), Elmwood Wealth Management Inc. ($8.75K), Richard P Slaughter Associates Inc ($7.88K), and Bell Investment Advisors Inc ($6.52K).

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

Institutional investors have bought a total of 205,018 shares in the last 24 months. This purchase volume represents approximately $10.31M in transactions.

Which BlackRock Short-Term California Muni Bond ETF 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: 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 803 shares in the last 24 months. This volume of shares sold represents approximately $40.55K in transactions.



This page (NASDAQ:CALY) was last updated on 11/2/2024 by MarketBeat.com Staff
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