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BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA

84 hedge funds and large institutions have $366M invested in BlackRock ETF Trust II iShares AAA CLO Active ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

34% more capital invested

Capital invested by funds: $272M → $366M (+$94M)

5% more funds holding

Funds holding: 80 → 84 (+4)

0.34% less ownership

Funds ownership: 56.99% → 56.65% (-0.34%)

6% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 32

Holders
84
Holders Change
+4
Holders Change %
+5%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
17
Increased
30
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$36.3M
2
Bank of America
Bank of America
North Carolina
+$21.1M
3
BCM
Brookstone Capital Management
Illinois
+$18.4M
4
LPL Financial
LPL Financial
California
+$8.69M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.65M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.7M
2
Jane Street
Jane Street
New York
-$3.71M
3
AssetMark Inc
AssetMark Inc
California
-$2.83M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.64M
5
SI
Stephens Inc
Arkansas
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
26
Elm3 Financial Group
Georgia
$1.78M +$1.78M +34,348 New
HCA
27
Heck Capital Advisors
Wisconsin
$1.72M +$5.91K +114 +0.3%
CSP
28
Cary Street Partners
Virginia
$1.63M +$1.63M +31,512 New
AAS
29
Ameritas Advisory Services
Nebraska
$1.42M +$638K +12,312 +81%
TCA
30
Transcend Capital Advisors
New Jersey
$1.41M -$881K -16,999 -38%
TCM
31
Triumph Capital Management
Colorado
$1.26M +$639K +12,329 +103%
AWS
32
Atria Wealth Solutions
New York
$1.22M -$291K -5,621 -19%
LTI
33
Laffer Tengler Investments
Tennessee
$1.18M +$102K +1,963 +9%
EGWAG
34
Elwood & Goetz Wealth Advisory Group
Georgia
$1.15M – – –
JC
35
JB Capital
Connecticut
$1.14M -$235K -4,526 -17%
Raymond James Financial
36
Raymond James Financial
Florida
$1.13M +$1.13M +21,839 New
Osaic Holdings
37
Osaic Holdings
Arizona
$1.08M +$18.1K +349 +1%
HFO
38
Heritage Family Offices
Arizona
$1.02M +$109K +2,105 +12%
KWM
39
Kingsview Wealth Management
Oregon
$1M +$674K +12,998 +205%
BFG
40
Beacon Financial Group
Texas
$998K -$457K -8,810 -31%
PCA
41
Prosperity Capital Advisors
Ohio
$976K -$16.3K -314 -2%
CWA
42
Centennial Wealth Advisory
Michigan
$796K +$797K +15,373 New
DAS
43
Diversify Advisory Services
Utah
$785K -$72.5K -1,400 -8%
MAM
44
Mainsail Asset Management
Alabama
$781K -$138K -2,664 -15%
IA
45
IFP Advisors
Florida
$770K +$10.1K +194 +1%
AWM
46
Axxcess Wealth Management
California
$714K -$454K -8,757 -39%
WCG
47
Weaver Consulting Group
California
$674K +$287K +5,535 +74%
I
48
INVST
Indiana
$630K -$203K -3,916 -24%
IWA
49
Icon Wealth Advisors
Texas
$626K -$20.3K -392 -3%
HFA
50
High Falls Advisors
New York
$575K -$88.9K -1,715 -13%
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CLOA Hedge Fund Activity: Q4 2024 in Review

84 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) for Q4 2024, worth a combined $366M — up 34% from $272M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CLOA positions and 12 closed out — a net gain of 5 holders — while 30 added to existing stakes and 32 trimmed.

The largest buyer was BlackRock, adding an estimated $36.3M. The largest seller was Envestnet Asset Management, cutting an estimated $11.7M.

  • 84 institutional investors held BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) as of Q4 2024, up from 80 in Q3 2024.
  • Funds reported $366M of BlackRock ETF Trust II iShares AAA CLO Active ETF stock for Q4 2024, up 34% quarter-over-quarter.
  • 17 funds opened new BlackRock ETF Trust II iShares AAA CLO Active ETF positions in Q4 2024 and 12 closed out, a net change of +5 holders.
  • The largest BlackRock ETF Trust II iShares AAA CLO Active ETF buyer in Q4 2024 was BlackRock, an estimated $36.3M added.
  • The largest BlackRock ETF Trust II iShares AAA CLO Active ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $11.7M sold.

Based on aggregated 13F filings for Q4 2024.