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BlackRock ETF Trust II iShares AAA CLO Active ETF
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Overview Fund Activity

77 hedge funds and large institutions have $190M invested in BlackRock ETF Trust II iShares AAA CLO Active ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+56
Holders Change %
+266.67%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
60
Increased
12
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$42.7M
2
LPL Financial
2
LPL Financial
California
$15.7M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.14M
4
Morgan Stanley
4
Morgan Stanley
New York
$7.81M
5
AssetMark Inc
5
AssetMark Inc
California
$7.59M

Top Sellers

1
Citigroup
1
Citigroup
New York
$0
2
Mariner
2
Mariner
Kansas
$0
3
PWP
3
Private Wealth Partners
California
$0
4
TC
4
Toews Corporation
New Jersey
$2M
5
HCA
5
Heck Capital Advisors
Wisconsin
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTI
26
Laffer Tengler Investments
Tennessee
$1.4M +$1.4M +26,957 New
OPAM
27
Ocean Park Asset Management
California
$1.31M +$951K +18,300 +265%
SI
28
Stephens Inc
Arkansas
$1.25M +$1.25M +24,000 New
Truist Financial
29
Truist Financial
North Carolina
$1.22M +$1.22M +23,537 New
AAS
30
Ameritas Advisory Services
Nebraska
$1.19M +$1.19M +22,900 New
EGWAG
31
Elwood & Goetz Wealth Advisory Group
Georgia
$1.16M +$1.16M +22,248 New
AWM
32
Axxcess Wealth Management
California
$1.08M +$1.08M +20,725 New
FAM
33
Family Asset Management
South Carolina
$1.02M +$1.02M +19,547 New
AWS
34
Atria Wealth Solutions
New York
$973K +$973K +18,740 New
JC
35
JB Capital
Connecticut
$953K +$953K +18,342 New
HFO
36
Heritage Family Offices
Arizona
$926K +$926K +17,829 New
HWMA
37
Heritage Wealth Management (Arizona)
Arizona
$926K +$926K +17,829 New
Osaic Holdings
38
Osaic Holdings
Arizona
$844K +$844K +16,246 New
IA
39
IFP Advisors
Florida
$690K +$690K +13,285 New
IWA
40
Icon Wealth Advisors
Texas
$658K +$658K +12,650 New
Comerica Bank
41
Comerica Bank
Texas
$642K +$173K +3,336 +37%
DAS
42
Diversify Advisory Services
Utah
$639K +$639K +12,343 New
OIA
43
OneDigital Investment Advisors
Kansas
$624K +$624K +12,012 New
CCM
44
Cox Capital Management
Massachusetts
$588K +$588K +11,329 New
PCA
45
Prosperity Capital Advisors
Ohio
$580K +$580K +11,160 New
I
46
INVST
Indiana
$576K +$576K +11,131 New
NW
47
NewEdge Wealth
Pennsylvania
$546K +$24.6K +474 +5%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$544K +$544K +10,472 New
HFA
49
High Falls Advisors
New York
$512K +$512K +9,854 New
AAM
50
Aureus Asset Management
Massachusetts
$432K +$432K +8,321 New
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