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BlackRock ETF Trust II iShares AAA CLO Active ETF
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Overview Fund Activity

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.

Holders
103
Holders Change
+19
Holders Change %
+22.62%
% of All Funds
1.4%
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

1
AWMS
1
Advocacy Wealth Management Services
Georgia
$25.3M
2
WWM
2
WJ Wealth Management
Arizona
$19.9M
3
LPFG
3
Landing Point Financial Group
Ohio
$12M
4
LPL Financial
4
LPL Financial
California
$44.4M
5
PCP
5
Proficio Capital Partners
Massachusetts
$8.65M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$23.7M
2
Bank of America
2
Bank of America
North Carolina
$50.5K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.42M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$385K
5
Morgan Stanley
5
Morgan Stanley
New York
$3.74M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$3.02M 58,259 +58,259 New
OC
27
Oppenheimer & Co
New York
$2.88M 55,587 +9,180 +20%
PCM
28
Parsons Capital Management
Rhode Island
$2.68M 51,799 +51,799 New
TC
29
Toews Corporation
New Jersey
$2.46M 47,600 +10,600 +29%
MAM
30
Mainsail Asset Management
Alabama
$2.43M 47,025 +31,935 +212%
Truist Financial
31
Truist Financial
North Carolina
$2.4M 46,296 +6,636 +17%
Osaic Holdings
32
Osaic Holdings
Arizona
$2.36M 45,580 +21,010 +86%
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$1.83M 35,327 -52,301 -60%
HCA
34
Heck Capital Advisors
Wisconsin
$1.72M 33,168 -46 -0.1%
NA
35
NewEdge Advisors
Louisiana
$1.69M 32,581 +24,165 +287%
CSP
36
Cary Street Partners
Virginia
$1.61M 31,062 -450 -1%
BIG
37
Brookwood Investment Group
Arizona
$1.58M 30,454 +30,454 New
PCIA
38
Prime Capital Investment Advisors
Kansas
$1.54M 29,711 +29,711 New
IA
39
IFP Advisors
Florida
$1.46M 28,216 +13,340 +90%
TCA
40
Transcend Capital Advisors
New Jersey
$1.46M 28,215 +940 +3%
TCM
41
Triumph Capital Management
Colorado
$1.42M 27,354 +3,020 +12%
Raymond James Financial
42
Raymond James Financial
Florida
$1.28M 24,759 +2,920 +13%
EGWAG
43
Elwood & Goetz Wealth Advisory Group
Georgia
$1.25M 24,177 +1,929 +9%
VIA
44
Virtus Investment Advisers
Connecticut
$1.18M 22,765 +22,765 New
SFB
45
STAR Financial Bank
Indiana
$1.12M 21,702 +13,155 +154%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$1.08M 20,829 +20,829 New
LTI
47
Laffer Tengler Investments
Tennessee
$1.07M 20,710 -2,008 -9%
EFG
48
Elm3 Financial Group
Georgia
$1.04M 20,142 -14,206 -41%
CWA
49
Centennial Wealth Advisory
Michigan
$1.02M 19,642 +4,269 +28%
AAS
50
Ameritas Advisory Services
Nebraska
$1.01M 19,471 -8,041 -29%
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