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BlackRock ETF Trust II iShares AAA CLO Active ETF

214 hedge funds and large institutions have $1.49B invested in BlackRock ETF Trust II iShares AAA CLO Active ETF in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 100 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

336% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 14

163% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 38

90% more funds holding in top 10

Funds holding in top 10: 1019 (+9)

68% more capital invested

Capital invested by funds: $889M → $1.49B (+$604M)

24% more funds holding

Funds holding: 172214 (+42)

18.65% more ownership

Funds ownership: 64.6%83.25% (+19%)

Holders
214
Holders Change
+42
Holders Change %
+24.42%
% of All Funds
2.64%
Holding in Top 10
19
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+90%
% of All Funds
0.23%
New
61
Increased
100
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFB
26
STAR Financial Bank
Indiana
$11.1M +$1.48M +28,592 +15%
TRCT
27
Tower Research Capital (TRC)
New York
$10.4M +$7.13M +137,607 +219%
PCIA
28
Prime Capital Investment Advisors
Kansas
$10.1M +$8.62M +166,369 +566%
AWM
29
Adams Wealth Management
Utah
$10.1M +$106K +2,045 +1%
CCM
30
Cannon Capital Management
Utah
$9.97M +$2.98M +57,554 +43%
Kovitz Investment Group Partners
31
Kovitz Investment Group Partners
Illinois
$9.76M +$558K +10,766 +6%
FS
32
Ferguson Shapiro
Georgia
$9.54M -$2.68M -51,800 -22%
DWM
33
Drive Wealth Management
Utah
$9.31M -$2.02M -38,954 -18%
BHWM
34
Bar Harbor Wealth Management
New Hampshire
$9.1M -$5.68M -109,500 -38%
MA
35
Macro Advisors
Pennsylvania
$8.32M +$8.32M +160,564 New
KP
36
Keel Point
Alabama
$8.22M +$8.21M +158,488 New
Stifel Financial
37
Stifel Financial
Missouri
$7.82M +$6.94M +133,910 +793%
ODFS
38
O'Donnell Financial Services
California
$7.69M +$459K +8,849 +6%
MYIA
39
Mount Yale Investment Advisors
Colorado
$7.28M +$6.47M +124,920 +806%
UCFA
40
United Capital Financial Advisors
Texas
$7.2M +$4.59M +88,606 +177%
DWM
41
Diversify Wealth Management
Utah
$7.13M +$6.69M +129,099 +1,560%
EP
42
E6 Portfolios
Utah
$6.98M +$1.15M +22,273 +20%
CFC
43
Client First Capital
California
$6.97M +$6.96M +134,379 New
KV
44
Kickstand Ventures
New York
$6.46M -$145K -2,792 -2%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$6.32M +$1.99M +38,440 +46%
UBS Group
46
UBS Group
Switzerland
$5.98M +$5.98M +115,393 New
TWP
47
Triad Wealth Partners
Kansas
$5.91M +$2.82M +54,331 +91%
PW
48
Potentia Wealth
California
$5.77M +$1.56M +30,037 +37%
PAS
49
Park Avenue Securities
New York
$5.71M +$1.79M +34,490 +46%
EH
50
Equitable Holdings
New York
$5.14M +$1.4M +27,022 +37%