Schroder Investment Management Group’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Schroder Investment Management Group’s Portfolio CLOA Stock Details CLOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.42M	Buy	65,909 +16,493	+33%	+$855K	﹤0.01%	839
2026 Q1	$2.56M	Buy	49,416 +21,648	+78%	+$1.12M	﹤0.01%	885
2025 Q4	$1.44M	Buy	27,768 +11,270	+68%	+$584K	﹤0.01%	943
2025 Q3	$857K	Buy	16,498 +1,550	+10%	+$80.4K	﹤0.01%	1037
2025 Q2	$776K	Sell	14,948 -5,881	-28%	-$304K	﹤0.01%	1027
2025 Q1	$1.08M	Buy	+20,829	New	+$1.08M	﹤0.01%	980
2024 Q4	–	Sell	-4,977	Closed	-$259K	–	1202
2024 Q3	$259K	Sell	4,977 -31,770	-86%	-$1.65M	﹤0.01%	1158
2024 Q2	$1.91M	Buy	36,747 +2,808	+8%	+$145K	﹤0.01%	936
2024 Q1	$1.76M	Buy	33,939 +5,416	+19%	+$279K	﹤0.01%	938
2023 Q4	$1.46M	Buy	28,523 +12,175	+74%	+$623K	﹤0.01%	955
2023 Q3	$839K	Hold	16,348	–	–	﹤0.01%	1036
2023 Q2	$832K	Buy	+16,348	New	+$827K	﹤0.01%	1070

Other funds holding CLOA

Jupiter Topco New York $245B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Schroder Investment Management Group's CLOA Position: Q2 2026 in Review

Schroder Investment Management Group increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 33% in Q2 2026, buying an estimated $855K and bringing the position to 65,909 shares worth $3.42M. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Schroder Investment Management Group first reported a position in CLOA in Q2 2023 and has held it in 12 quarters since. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Schroder Investment Management Group held 65,909 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $3.42M as of Q2 2026.
Schroder Investment Management Group bought 16,493 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $855K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #839 holding.
Schroder Investment Management Group first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q2 2023 and has held it in 12 quarters since.
248 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.