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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
2.63%
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
MYLI
51
Meiji Yasuda Life Insurance
Japan
$5.08M +$5.08M +98,000 New
PAG
52
Private Advisor Group
New Jersey
$4.91M +$193K +3,715 +4%
AFP
53
ATX Financial Planning
Texas
$4.75M +$3.38M +65,122 +245%
JC
54
JB Capital
Connecticut
$4.49M +$1.19M +23,018 +36%
AC
55
Allstate Corporation
Illinois
$4.39M +$2.24M +43,231 +104%
SC
56
Scotia Capital
Ontario, Canada
$4.02M -$244K -4,710 -6%
Osaic Holdings
57
Osaic Holdings
Arizona
$3.91M -$1.49M -28,656 -28%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$3.89M -$1.56M -30,146 -29%
Citadel Advisors
59
Citadel Advisors
Florida
$3.76M +$3.76M +72,608 New
Raymond James Financial
60
Raymond James Financial
Florida
$3.72M +$822K +15,868 +28%
AAM
61
Aureus Asset Management
Massachusetts
$3.67M +$230K +4,431 +7%
BC
62
Bulwark Capital
Florida
$3.66M +$1.31M +25,322 +56%
RW
63
Rockport Wealth
Ohio
$3.48M +$1.48M +28,489 +74%
NW
64
NewEdge Wealth
Pennsylvania
$3.33M +$3.33M +64,330 New
PCA
65
Prosperity Capital Advisors
Ohio
$3.19M +$774K +14,926 +32%
UBS AM
66
UBS AM
Illinois
$3.16M +$3.16M +60,882 New
HIP
67
HUB Investment Partners
Texas
$3.14M +$3.14M +60,542 New
Truist Financial
68
Truist Financial
North Carolina
$3.02M -$102K -1,972 -3%
NP
69
NorthRock Partners
Minnesota
$2.94M +$1.84M +35,458 +167%
Schroder Investment Management Group
70
Schroder Investment Management Group
United Kingdom
$2.56M +$1.12M +21,648 +78%
JMNC
71
J. Mark Nickell & Co
Tennessee
$2.36M +$58.2K +1,122 +3%
BCM
72
Brookstone Capital Management
Illinois
$2.13M -$62.5K -1,205 -3%
TC
73
Toews Corporation
New Jersey
$2.1M -$155K -3,000 -7%
NFG
74
Northbridge Financial Group
Florida
$1.92M -$534K -10,300 -22%
IWM
75
IHT Wealth Management
Illinois
$1.84M +$1.84M +35,588 New

CLOA Hedge Fund Activity: Q1 2026 in Review

214 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) for Q1 2026, worth a combined $1.49B — up 68% from $889M a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new CLOA positions and 14 closed out — a net gain of 47 holders — while 100 added to existing stakes and 38 trimmed.

The largest buyer was Richard Bernstein Advisors, opening a new position worth an estimated $321M. The largest seller was JP Morgan Chase, cutting an estimated $31.5M.

  • 214 institutional investors held BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) as of Q1 2026, up from 172 in Q4 2025.
  • Funds reported $1.49B of BlackRock ETF Trust II iShares AAA CLO Active ETF stock for Q1 2026, up 68% quarter-over-quarter.
  • 61 funds opened new BlackRock ETF Trust II iShares AAA CLO Active ETF positions in Q1 2026 and 14 closed out, a net change of +47 holders.
  • The largest BlackRock ETF Trust II iShares AAA CLO Active ETF buyer in Q1 2026 was Richard Bernstein Advisors, an estimated $321M added.
  • The largest BlackRock ETF Trust II iShares AAA CLO Active ETF seller in Q1 2026 was JP Morgan Chase, an estimated $31.5M sold.

Based on aggregated 13F filings for Q1 2026.