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BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA

103 hedge funds and large institutions have $417M invested in BlackRock ETF Trust II iShares AAA CLO Active ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

23% more funds holding

Funds holding: 84 → 103 (+19)

14% more capital invested

Capital invested by funds: $366M → $417M (+$50.9M)

9% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 35

3.52% less ownership

Funds ownership: 56.65% → 53.14% (-3.5%)

Holders
103
Holders Change
+19
Holders Change %
+22.62%
% of All Funds
1.38%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
33
Increased
32
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWMS
Advocacy Wealth Management Services
Georgia
+$25.3M
2
WWM
WJ Wealth Management
Arizona
+$14.3M
3
LPFG
Landing Point Financial Group
Ohio
+$12M
4
LPL Financial
LPL Financial
California
+$11.6M
5
PCP
Proficio Capital Partners
Massachusetts
+$8.66M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$24.3M
2
Bank of America
Bank of America
North Carolina
-$21.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$5.63M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.37M
5
Morgan Stanley
Morgan Stanley
New York
-$5.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$3.02M +$3.02M +58,259 New
OC
27
Oppenheimer & Co
New York
$2.88M +$476K +9,180 +20%
PCM
28
Parsons Capital Management
Rhode Island
$2.68M +$2.69M +51,799 New
TC
29
Toews Corporation
New Jersey
$2.46M +$549K +10,600 +29%
MAM
30
Mainsail Asset Management
Alabama
$2.43M +$1.66M +31,935 +212%
Truist Financial
31
Truist Financial
North Carolina
$2.4M +$344K +6,636 +17%
Osaic Holdings
32
Osaic Holdings
Arizona
$2.36M +$1.09M +21,010 +86%
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$1.83M -$2.71M -52,301 -60%
HCA
34
Heck Capital Advisors
Wisconsin
$1.72M -$2.38K -46 -0.1%
NA
35
NewEdge Advisors
Louisiana
$1.69M +$1.25M +24,165 +287%
CSP
36
Cary Street Partners
Virginia
$1.61M -$23.3K -450 -1%
BIG
37
Brookwood Investment Group
Arizona
$1.58M +$1.58M +30,454 New
PCIA
38
Prime Capital Investment Advisors
Kansas
$1.54M +$1.54M +29,711 New
IA
39
IFP Advisors
Florida
$1.46M +$691K +13,340 +90%
TCA
40
Transcend Capital Advisors
New Jersey
$1.46M +$48.7K +940 +3%
TCM
41
Triumph Capital Management
Colorado
$1.42M +$157K +3,020 +12%
Raymond James Financial
42
Raymond James Financial
Florida
$1.28M +$151K +2,920 +13%
EGWAG
43
Elwood & Goetz Wealth Advisory Group
Georgia
$1.25M +$100K +1,929 +9%
VIA
44
Virtus Investment Advisers
Connecticut
$1.18M +$1.18M +22,765 New
SFB
45
STAR Financial Bank
Indiana
$1.12M +$682K +13,155 +154%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$1.08M +$1.08M +20,829 New
LTI
47
Laffer Tengler Investments
Tennessee
$1.07M -$104K -2,008 -9%
EFG
48
Elm3 Financial Group
Georgia
$1.04M -$736K -14,206 -41%
CWA
49
Centennial Wealth Advisory
Michigan
$1.02M +$221K +4,269 +28%
AAS
50
Ameritas Advisory Services
Nebraska
$1.01M -$417K -8,041 -29%
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CLOA Hedge Fund Activity: Q1 2025 in Review

103 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) for Q1 2025, worth a combined $417M — up 14% from $366M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CLOA positions and 13 closed out — a net gain of 20 holders — while 32 added to existing stakes and 35 trimmed.

The largest buyer was Advocacy Wealth Management Services, opening a new position worth an estimated $25.3M. The largest seller was Envestnet Asset Management, cutting an estimated $24.3M.

  • 103 institutional investors held BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) as of Q1 2025, up from 84 in Q4 2024.
  • Funds reported $417M of BlackRock ETF Trust II iShares AAA CLO Active ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 33 funds opened new BlackRock ETF Trust II iShares AAA CLO Active ETF positions in Q1 2025 and 13 closed out, a net change of +20 holders.
  • The largest BlackRock ETF Trust II iShares AAA CLO Active ETF buyer in Q1 2025 was Advocacy Wealth Management Services, an estimated $25.3M added.
  • The largest BlackRock ETF Trust II iShares AAA CLO Active ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $24.3M sold.

Based on aggregated 13F filings for Q1 2025.