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BlackRock ETF Trust II iShares AAA CLO Active ETF
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Overview Fund Activity

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
Holders
77
Holders Change
+56
Holders Change %
+266.67%
% of All Funds
1.12%
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

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$42.7M
2
LPL Financial
2
LPL Financial
California
$15.7M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.14M
4
Morgan Stanley
4
Morgan Stanley
New York
$7.81M
5
AssetMark Inc
5
AssetMark Inc
California
$7.59M

Top Sellers

1
Citigroup
1
Citigroup
New York
$0
2
Mariner
2
Mariner
Kansas
$0
3
PWP
3
Private Wealth Partners
California
$0
4
TC
4
Toews Corporation
New Jersey
$2M
5
HCA
5
Heck Capital Advisors
Wisconsin
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$413K +$40.3K +775 +11%
OPS
52
Orion Portfolio Solutions
Nebraska
$364K +$364K +7,008 New
BCI
53
Brinker Capital Investments
Pennsylvania
$364K +$364K +7,008 New
AFP
54
Ausdal Financial Partners
Iowa
$319K +$319K +6,142 New
Prudential Financial
55
Prudential Financial
New Jersey
$296K +$296K +5,699 New
EFMC
56
Empire Financial Management Company
New York
$295K +$295K +5,684 New
Corient Private Wealth
57
Corient Private Wealth
Florida
$260K – – –
AI
58
Atria Investments
North Carolina
$251K +$251K +4,826 New
CT
59
Colonial Trust
South Carolina
$249K +$249K +4,795 New
NA
60
NewEdge Advisors
Louisiana
$244K +$244K +4,701 New
SWM
61
SigFig Wealth Management
California
$237K +$237K +4,571 New
TC
62
TownSquare Capital
Utah
$232K +$4.26K +82 +2%
CW
63
CreativeOne Wealth
Kansas
$228K +$228K +4,385 New
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$204K +$204K +3,920 New
CB
65
Chris Bulman
California
$147K +$147K +2,823 New
LFA
66
LGT Financial Advisors
Texas
$114K +$114K +2,195 New
NS
67
NBC Securities
Alabama
$91K +$91K +1,763 New
FHA
68
First Horizon Advisors
Tennessee
$60.2K +$60.2K +1,160 New
Bank of America
69
Bank of America
North Carolina
$50.6K – – –
GRP
70
Global Retirement Partners
California
$48K +$48K +924 New
BlackRock
71
BlackRock
New York
$44K +$44K +848 New
PTC
72
Private Trust Company
Ohio
$18.3K +$18.3K +352 New
PA
73
PSI Advisors
Florida
$17K +$17K +328 New
HCM
74
Hollencrest Capital Management
California
$16.2K +$16.2K +312 New
PCM
75
Penserra Capital Management
California
$8K +$8K +153 New
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