We are live on ! Find out more
CLOA icon

BlackRock ETF Trust II iShares AAA CLO Active ETF

172 hedge funds and large institutions have $889M invested in BlackRock ETF Trust II iShares AAA CLO Active ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 33

115% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 20

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

15% more funds holding

Funds holding: 150172 (+22)

3% more capital invested

Capital invested by funds: $866M → $889M (+$23.5M)

3.93% less ownership

Funds ownership: 68.53%64.6% (-3.9%)

Holders
172
Holders Change
+22
Holders Change %
+14.67%
% of All Funds
2.09%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.12%
New
43
Increased
81
Reduced
33
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFB
26
STAR Financial Bank
Indiana
$9.56M +$1.99M +38,467 +26%
AGC
27
August Group Capital
$9.2M +$9.21M +177,705 New
Kovitz Investment Group Partners
28
Kovitz Investment Group Partners
Illinois
$9.19M +$337K +6,512 +4%
ODFS
29
O'Donnell Financial Services
California
$7.23M +$6.83M +131,914 +1,677%
CCM
30
Cannon Capital Management
Utah
$6.98M +$6.99M +134,856 New
KV
31
Kickstand Ventures
New York
$6.59M +$251K +4,848 +4%
OIA
32
OneDigital Investment Advisors
Kansas
$6M -$206K -3,969 -3%
EP
33
E6 Portfolios
Utah
$5.81M +$5.82M +112,336 New
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$5.45M +$4.35M +84,040 +397%
Osaic Holdings
35
Osaic Holdings
Arizona
$5.39M +$959K +18,508 +22%
DAS
36
Diversify Advisory Services
Utah
$5.17M +$1.67M +32,152 +48%
PAG
37
Private Advisor Group
New Jersey
$4.71M -$377K -7,283 -7%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$4.32M +$1.8M +34,709 +71%
SC
39
Scotia Capital
Ontario, Canada
$4.26M +$861K +16,622 +25%
PW
40
Potentia Wealth
California
$4.21M +$3.19M +61,576 +313%
CI
41
Constellation Investments
Ohio
$4.04M -$4.97M -96,000 -55%
PAS
42
Park Avenue Securities
New York
$3.92M +$1.12M +21,673 +40%
EH
43
Equitable Holdings
New York
$3.75M +$1M +19,366 +37%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$3.54M +$3.54M +68,410 New
AAM
45
Aureus Asset Management
Massachusetts
$3.44M
JC
46
JB Capital
Connecticut
$3.29M +$1.4M +27,068 +74%
Goldman Sachs
47
Goldman Sachs
New York
$3.28M +$2.22M +42,835 +209%
TRCT
48
Tower Research Capital (TRC)
New York
$3.25M +$626K +12,086 +24%
Truist Financial
49
Truist Financial
North Carolina
$3.12M +$1.01M +19,482 +48%
TWP
50
Triad Wealth Partners
Kansas
$3.09M +$1.8M +34,778 +140%