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BlackRock ETF Trust II iShares AAA CLO Active ETF

80 hedge funds and large institutions have $272M invested in BlackRock ETF Trust II iShares AAA CLO Active ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
51
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HCA
26
Heck Capital Advisors
Wisconsin
$1.72M -$25.8K -496 -1%
AWS
27
Atria Wealth Solutions
New York
$1.51M +$538K +10,353 +55%
BFG
28
Beacon Financial Group
Texas
$1.46M +$38.4K +739 +3%
JC
29
JB Capital
Connecticut
$1.38M +$422K +8,124 +44%
Osaic Holdings
30
Osaic Holdings
Arizona
$1.26M +$414K +7,975 +49%
AWM
31
Axxcess Wealth Management
California
$1.17M +$95.2K +1,832 +9%
EGWAG
32
Elwood & Goetz Wealth Advisory Group
Georgia
$1.16M
LTI
33
Laffer Tengler Investments
Tennessee
$1.08M -$322K -6,202 -23%
PCA
34
Prosperity Capital Advisors
Ohio
$996K +$416K +8,012 +72%
MAM
35
Mainsail Asset Management
Alabama
$923K +$923K +17,754 New
HFO
36
Heritage Family Offices
Arizona
$916K -$10.6K -204 -1%
DAS
37
Diversify Advisory Services
Utah
$858K +$218K +4,203 +34%
I
38
INVST
Indiana
$836K +$257K +4,949 +44%
AAS
39
Ameritas Advisory Services
Nebraska
$790K -$400K -7,700 -34%
IA
40
IFP Advisors
Florida
$763K +$72.6K +1,397 +11%
OIA
41
OneDigital Investment Advisors
Kansas
$755K +$130K +2,510 +21%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$674K -$3.38M -65,125 -83%
HFA
43
High Falls Advisors
New York
$666K +$154K +2,960 +30%
IWA
44
Icon Wealth Advisors
Texas
$648K -$8.99K -173 -1%
TCM
45
Triumph Capital Management
Colorado
$624K +$624K +12,005 New
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$616K +$71.5K +1,375 +13%
Comerica Bank
47
Comerica Bank
Texas
$590K -$52.1K -1,002 -8%
AFP
48
Ausdal Financial Partners
Iowa
$493K +$173K +3,335 +54%
BCI
49
Brinker Capital Investments
Pennsylvania
$481K +$117K +2,246 +32%
OPS
50
Orion Portfolio Solutions
Nebraska
$481K +$117K +2,246 +32%