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BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA

77 hedge funds and large institutions have $190M invested in BlackRock ETF Trust II iShares AAA CLO Active ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 4

414% more capital invested

Capital invested by funds: $36.9M → $190M (+$153M)

300% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 3

267% more funds holding

Funds holding: 21 → 77 (+56)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

31.64% more ownership

Funds ownership: 32.4% → 64.04% (+32%)

Holders
77
Holders Change
+56
Holders Change %
+266.67%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
60
Increased
12
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.6M
2
LPL Financial
LPL Financial
California
+$15.6M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$8.11M
4
Morgan Stanley
Morgan Stanley
New York
+$7.77M
5
AssetMark Inc
AssetMark Inc
California
+$7.57M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$5.17M
2
Mariner
Mariner
Kansas
-$361K
3
PWP
Private Wealth Partners
California
-$310K
4
TC
Toews Corporation
New Jersey
-$171K
5
HCA
Heck Capital Advisors
Wisconsin
-$39K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$413K +$40.1K +775 +11%
BCI
52
Brinker Capital Investments
Pennsylvania
$364K +$363K +7,008 New
OPS
53
Orion Portfolio Solutions
Nebraska
$364K +$363K +7,008 New
AFP
54
Ausdal Financial Partners
Iowa
$319K +$318K +6,142 New
Prudential Financial
55
Prudential Financial
New Jersey
$296K +$295K +5,699 New
EFMC
56
Empire Financial Management Company
New York
$295K +$294K +5,684 New
Corient Private Wealth
57
Corient Private Wealth
Florida
$260K – – –
AI
58
Atria Investments
North Carolina
$251K +$250K +4,826 New
CT
59
Colonial Trust
South Carolina
$249K +$248K +4,795 New
NA
60
NewEdge Advisors
Louisiana
$244K +$243K +4,701 New
SWM
61
SigFig Wealth Management
California
$237K +$237K +4,571 New
TC
62
TownSquare Capital
Utah
$232K +$4.25K +82 +2%
CW
63
CreativeOne Wealth
Kansas
$228K +$227K +4,385 New
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$204K +$203K +3,920 New
CB
65
Chris Bulman
California
$147K +$146K +2,823 New
LFA
66
LGT Financial Advisors
Texas
$114K +$114K +2,195 New
NS
67
NBC Securities
Alabama
$91K +$91.3K +1,763 New
FHA
68
First Horizon Advisors
Tennessee
$60.2K +$60K +1,160 New
Bank of America
69
Bank of America
North Carolina
$50.6K – – –
GRP
70
Global Retirement Partners
California
$48K +$47.8K +924 New
BlackRock
71
BlackRock
New York
$44K +$43.9K +848 New
PTC
72
Private Trust Company
Ohio
$18.3K +$18.2K +352 New
PA
73
PSI Advisors
Florida
$17K +$17K +328 New
HCM
74
Hollencrest Capital Management
California
$16.2K +$16.1K +312 New
PCM
75
Penserra Capital Management
California
$8K +$7.92K +153 New
1 2
3
4

CLOA Hedge Fund Activity: Q2 2024 in Review

77 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) for Q2 2024, worth a combined $190M — up 414% from $36.9M a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new CLOA positions and 4 closed out — a net gain of 56 holders — while 12 added to existing stakes and 3 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $42.6M. The largest seller was Citigroup, exiting entirely with an estimated $5.17M sold.

  • 77 institutional investors held BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) as of Q2 2024, up from 21 in Q1 2024.
  • Funds reported $190M of BlackRock ETF Trust II iShares AAA CLO Active ETF stock for Q2 2024, up 414% quarter-over-quarter.
  • 60 funds opened new BlackRock ETF Trust II iShares AAA CLO Active ETF positions in Q2 2024 and 4 closed out, a net change of +56 holders.
  • The largest BlackRock ETF Trust II iShares AAA CLO Active ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $42.6M added.
  • The largest BlackRock ETF Trust II iShares AAA CLO Active ETF seller in Q2 2024 was Citigroup, an estimated $5.17M sold.

Based on aggregated 13F filings for Q2 2024.