BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
214 hedge funds and large institutions have $1.49B invested in BlackRock ETF Trust II iShares AAA CLO Active ETF in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 100 increasing their positions, 38 reducing their positions, and 14 closing their positions.
336% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 14
163% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 38
90% more funds holding in top 10
Funds holding in top 10: 10 → 19 (+9)
68% more capital invested
Capital invested by funds: $889M → $1.49B (+$604M)
24% more funds holding
Funds holding: 172 → 214 (+42)
18.65% more ownership
Funds ownership: 64.6% → 83.25% (+19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RBA
Richard Bernstein Advisors
New York
|
+$321M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$50.4M |
| 3 |
Morgan Stanley
New York
|
+$29.9M |
| 4 |
CIM
CenturyLink Investment Management
Denver,
Colorado
|
+$26.5M |
| 5 |
BlackRock
New York
|
+$19.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$31.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$20.7M |
| 3 |
BHWM
Bar Harbor Wealth Management
Concord,
New Hampshire
|
-$5.68M |
| 4 |
DAS
Diversify Advisory Services
Sandy,
Utah
|
-$5.17M |
| 5 |
Goldman Sachs
New York
|
-$3.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KAS
226
Kestra Advisory Services
Austin,
Texas
| – | -$148K | -2,859 | Closed |
|
227
Rockefeller Capital Management
New York
| – | -$27.5K | -531 | Closed |
|
|
RFS
228
Richardson Financial Services
Medway,
Massachusetts
| – | -$414 | -8 | Closed |
|
|
OSAM
229
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$310 | -6 | Closed |
|
CLOA Hedge Fund Activity: Q1 2026 in Review
214 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) for Q1 2026, worth a combined $1.49B — up 68% from $889M a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new CLOA positions and 14 closed out — a net gain of 47 holders — while 100 added to existing stakes and 38 trimmed.
The largest buyer was Richard Bernstein Advisors, opening a new position worth an estimated $321M. The largest seller was JP Morgan Chase, cutting an estimated $31.5M.
- 214 institutional investors held BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) as of Q1 2026, up from 172 in Q4 2025.
- Funds reported $1.49B of BlackRock ETF Trust II iShares AAA CLO Active ETF stock for Q1 2026, up 68% quarter-over-quarter.
- 61 funds opened new BlackRock ETF Trust II iShares AAA CLO Active ETF positions in Q1 2026 and 14 closed out, a net change of +47 holders.
- The largest BlackRock ETF Trust II iShares AAA CLO Active ETF buyer in Q1 2026 was Richard Bernstein Advisors, an estimated $321M added.
- The largest BlackRock ETF Trust II iShares AAA CLO Active ETF seller in Q1 2026 was JP Morgan Chase, an estimated $31.5M sold.
Based on aggregated 13F filings for Q1 2026.