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BlackRock ETF Trust II iShares AAA CLO Active ETF

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

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
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$24.3M
2 -$21.1M
3 -$5.62M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.38M
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
OC
27
Oppenheimer & Co
New York
$2.88M
PCM
28
Parsons Capital Management
Rhode Island
$2.68M
TC
29
Toews Corporation
New Jersey
$2.46M
MAM
30
Mainsail Asset Management
Alabama
$2.43M
Truist Financial
31
Truist Financial
North Carolina
$2.4M
Osaic Holdings
32
Osaic Holdings
Arizona
$2.36M
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$1.83M
HCA
34
Heck Capital Advisors
Wisconsin
$1.72M
NA
35
NewEdge Advisors
Louisiana
$1.69M
CSP
36
Cary Street Partners
Virginia
$1.61M
BIG
37
Brookwood Investment Group
Arizona
$1.58M
PCIA
38
Prime Capital Investment Advisors
Kansas
$1.54M
IA
39
IFP Advisors
Florida
$1.46M
TCA
40
Transcend Capital Advisors
New Jersey
$1.46M
TCM
41
Triumph Capital Management
Colorado
$1.42M
Raymond James Financial
42
Raymond James Financial
Florida
$1.28M
EGWAG
43
Elwood & Goetz Wealth Advisory Group
Georgia
$1.25M
VIA
44
Virtus Investment Advisers
Connecticut
$1.18M
SFB
45
STAR Financial Bank
Indiana
$1.12M
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$1.08M
LTI
47
Laffer Tengler Investments
Tennessee
$1.07M
EFG
48
Elm3 Financial Group
Georgia
$1.04M
CWA
49
Centennial Wealth Advisory
Michigan
$1.02M
AAS
50
Ameritas Advisory Services
Nebraska
$1.01M