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BlackRock ETF Trust II iShares AAA CLO Active ETF

150 hedge funds and large institutions have $866M invested in BlackRock ETF Trust II iShares AAA CLO Active ETF in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 78 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 22

242% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 12

60% more capital invested

Capital invested by funds: $542M → $866M (+$324M)

21% more funds holding

Funds holding: 124150 (+26)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

9.52% more ownership

Funds ownership: 59.02%68.53% (+9.5%)

Holders
150
Holders Change
+26
Holders Change %
+20.97%
% of All Funds
1.97%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
41
Increased
78
Reduced
22
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$6.7M -$3.14M -60,516 -32%
KV
27
Kickstand Ventures
New York
$6.36M +$618K +11,926 +11%
OIA
28
OneDigital Investment Advisors
Kansas
$6.23M +$6.21M +119,836 New
Citadel Advisors
29
Citadel Advisors
Florida
$5.29M +$1.41M +27,121 +36%
Envestnet Portfolio Solutions
30
Envestnet Portfolio Solutions
Illinois
$5.27M +$926K +17,866 +21%
PAG
31
Private Advisor Group
New Jersey
$5.11M +$753K +14,524 +17%
Osaic Holdings
32
Osaic Holdings
Arizona
$4.45M +$1.87M +36,101 +73%
OC
33
Oppenheimer & Co
New York
$3.67M +$522K +10,070 +17%
DAS
34
Diversify Advisory Services
Utah
$3.49M +$2.98M +57,533 +579%
AAM
35
Aureus Asset Management
Massachusetts
$3.45M
MAM
36
Mainsail Asset Management
Alabama
$3.44M -$42.2K -813 -1%
SC
37
Scotia Capital
Ontario, Canada
$3.42M +$3.41M +65,738 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$3.21M +$673K +12,976 +27%
EP
39
Ehrenkranz Partners
New York
$3.2M +$3.19M +61,601 New
AC
40
Allstate Corporation
Illinois
$2.99M +$2.46M +47,501 +475%
PAS
41
Park Avenue Securities
New York
$2.81M +$1.08M +20,907 +63%
EH
42
Equitable Holdings
New York
$2.76M +$2.34M +45,126 +571%
Bank of America
43
Bank of America
North Carolina
$2.73M -$14.3M -276,353 -84%
TRCT
44
Tower Research Capital (TRC)
New York
$2.64M +$2.63M +50,729 New
UCFA
45
United Capital Financial Advisors
Texas
$2.54M +$2.54M +48,934 New
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$2.54M +$2.53M +48,791 New
PIWA
47
Prevail Innovative Wealth Advisors
Kansas
$2.47M +$417K +8,044 +20%
TC
48
Toews Corporation
New Jersey
$2.36M -$140K -2,700 -6%
WA
49
WESPAC Advisors
California
$2.27M +$2.26M +43,601 New
Raymond James Financial
50
Raymond James Financial
Florida
$2.22M -$119K -2,296 -5%

CLOA Hedge Fund Activity: Q3 2025 in Review

150 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) for Q3 2025, worth a combined $866M — up 60% from $542M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CLOA positions and 12 closed out — a net gain of 29 holders — while 78 added to existing stakes and 22 trimmed.

The largest buyer was Corebridge Financial, opening a new position worth an estimated $222M. The largest seller was Inspirion Wealth Advisors, exiting entirely with an estimated $22.6M sold.

  • 150 institutional investors held BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) as of Q3 2025, up from 124 in Q2 2025.
  • Funds reported $866M of BlackRock ETF Trust II iShares AAA CLO Active ETF stock for Q3 2025, up 60% quarter-over-quarter.
  • 41 funds opened new BlackRock ETF Trust II iShares AAA CLO Active ETF positions in Q3 2025 and 12 closed out, a net change of +29 holders.
  • The largest BlackRock ETF Trust II iShares AAA CLO Active ETF buyer in Q3 2025 was Corebridge Financial, an estimated $222M added.
  • The largest BlackRock ETF Trust II iShares AAA CLO Active ETF seller in Q3 2025 was Inspirion Wealth Advisors, an estimated $22.6M sold.

Based on aggregated 13F filings for Q3 2025.