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BlackRock ETF Trust II iShares AAA CLO Active ETF

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
Holders
84
Holders Change
+4
Holders Change %
+5%
% of All Funds
1.12%
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
Name Holding Trade Value Shares
Change
Shares
Change %
EFG
26
Elm3 Financial Group
Georgia
$1.78M +$1.78M +34,348 New
HCA
27
Heck Capital Advisors
Wisconsin
$1.72M +$5.9K +114 +0.3%
CSP
28
Cary Street Partners
Virginia
$1.63M +$1.63M +31,512 New
AAS
29
Ameritas Advisory Services
Nebraska
$1.42M +$637K +12,312 +81%
TCA
30
Transcend Capital Advisors
New Jersey
$1.41M -$880K -16,999 -38%
TCM
31
Triumph Capital Management
Colorado
$1.26M +$638K +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 -$234K -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 +$15.3K +349 +1%
HFO
38
Heritage Family Offices
Arizona
$1.02M +$109K +2,105 +12%
KWM
39
Kingsview Wealth Management
Oregon
$1M +$673K +12,998 +205%
BFG
40
Beacon Financial Group
Texas
$998K -$456K -8,810 -31%
PCA
41
Prosperity Capital Advisors
Ohio
$976K -$16.3K -314 -2%
CWA
42
Centennial Wealth Advisory
Michigan
$796K +$796K +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 +$10K +194 +1%
AWM
46
Axxcess Wealth Management
California
$714K -$453K -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 -$88.8K -1,715 -13%