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BlackRock ETF Trust II iShares AAA CLO Active ETF

119 hedge funds and large institutions have $511M invested in BlackRock ETF Trust II iShares AAA CLO Active ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 64 increasing their positions, 15 reducing their positions, and 11 closing their positions.

Holders
119
Holders Change
+16
Holders Change %
+15.53%
% of All Funds
1.6%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
31
Increased
64
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$63.4M 1,222,022 +21,674 +2%
LPL Financial
2
LPL Financial
California
$58.1M 1,119,980 +262,252 +31%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$41.9M 807,340 +349,632 +76%
AWMS
4
Advocacy Wealth Management Services
Georgia
$27.3M 526,185 +37,492 +8%
BCM
5
Brookstone Capital Management
Illinois
$26.3M 506,401 +6,568 +1%
PCA
6
Pallas Capital Advisors
Massachusetts
$24.8M 477,253 +41,869 +10%
IWA
7
Inspirion Wealth Advisors
Illinois
$22.6M 435,635 +435,635 New
Bank of America
8
Bank of America
North Carolina
$17.1M 328,907 +327,932 +33,634%
VAS
9
Vestmark Advisory Solutions
Massachusetts
$13.9M 268,316 +268,316 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$13.2M 254,647 +94,259 +59%
GFG
11
Goldstone Financial Group
Illinois
$12.7M 245,747 +245,747 New
LPFG
12
Landing Point Financial Group
Ohio
$12.6M 241,960 +10,578 +5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$9.84M 189,488 +84,865 +81%
BHWM
14
Bar Harbor Wealth Management
New Hampshire
$9.81M 188,955 +188,955 New
AWM
15
AE Wealth Management
Kansas
$9.8M 188,762 +41,302 +28%
Kovitz Investment Group Partners
16
Kovitz Investment Group Partners
Illinois
$8.87M 170,870 +5,403 +3%
FS
17
Ferguson Shapiro
Georgia
$7.83M 150,768 +70,475 +88%
Morgan Stanley
18
Morgan Stanley
New York
$7.5M 144,383 +72,103 +100%
CWA
19
Cascade Wealth Advisors
Washington
$7.23M 139,689 +35,779 +34%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$7.08M 136,347 +3,389 +3%
AssetMark Inc
21
AssetMark Inc
California
$5.91M 113,746 +55,023 +94%
KV
22
Kickstand Ventures
New York
$5.74M 110,557 +2,355 +2%
CI
23
Constellation Investments
Ohio
$5.6M 107,870 -43,130 -29%
MML Investors Services
24
MML Investors Services
Massachusetts
$5.42M 104,351 +31,941 +44%
PAG
25
Private Advisor Group
New Jersey
$4.35M 83,789 +12,928 +18%