We are live on ! Find out more
CLOA icon

BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA

84 hedge funds and large institutions have $366M invested in BlackRock ETF Trust II iShares AAA CLO Active ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

34% more capital invested

Capital invested by funds: $272M → $366M (+$94M)

5% more funds holding

Funds holding: 80 → 84 (+4)

0.34% less ownership

Funds ownership: 56.99% → 56.65% (-0.34%)

6% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 32

Holders
84
Holders Change
+4
Holders Change %
+5%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
17
Increased
30
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$36.3M
2
Bank of America
Bank of America
North Carolina
+$21.1M
3
BCM
Brookstone Capital Management
Illinois
+$18.4M
4
LPL Financial
LPL Financial
California
+$8.69M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.65M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.7M
2
Jane Street
Jane Street
New York
-$3.71M
3
AssetMark Inc
AssetMark Inc
California
-$2.83M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.64M
5
SI
Stephens Inc
Arkansas
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
51
Chris Bulman
California
$573K +$574K +11,069 New
OAS
52
Optivise Advisory Services
Tennessee
$546K +$307K +5,925 +128%
AFP
53
Ausdal Financial Partners
Iowa
$520K +$29.2K +563 +6%
EFMC
54
Empire Financial Management Company
New York
$486K +$106K +2,044 +28%
TWP
55
Triad Wealth Partners
Kansas
$475K +$475K +9,174 New
SFB
56
STAR Financial Bank
Indiana
$442K +$61K +1,178 +16%
NA
57
NewEdge Advisors
Louisiana
$436K +$44.8K +865 +11%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$412K – – –
BCI
59
Brinker Capital Investments
Pennsylvania
$368K -$112K -2,152 -23%
OPS
60
Orion Portfolio Solutions
Nebraska
$368K -$112K -2,152 -23%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$356K +$14.7K +283 +4%
SWM
62
SigFig Wealth Management
California
$326K -$19K -367 -5%
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$307K +$307K +5,927 New
Corient Private Wealth
64
Corient Private Wealth
Florida
$259K – – –
CT
65
Colonial Trust
South Carolina
$252K -$108K -2,085 -30%
TC
66
TownSquare Capital
Utah
$252K +$19.7K +381 +8%
RIS
67
Retirement Income Solutions
Michigan
$232K +$232K +4,472 New
WIA
68
World Investment Advisors
California
$215K -$2.18K -42 -1%
SIM
69
Synergy Investment Management
Florida
$202K +$202K +3,906 New
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$169K -$444K -8,575 -72%
LFA
71
LGT Financial Advisors
Texas
$100K -$61.1K -1,179 -38%
CSPIA
72
Cary Street Partners Investment Advisory
Virginia
$92.2K +$92.2K +1,780 New
Comerica Bank
73
Comerica Bank
Texas
$91K -$498K -9,602 -85%
EW
74
Element Wealth
Mississippi
$77.7K +$77.7K +1,500 New
UBP
75
Union Bancaire Privee
Switzerland
$72.3K +$75.1K +1,450 New
1 2
3
4

CLOA Hedge Fund Activity: Q4 2024 in Review

84 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) for Q4 2024, worth a combined $366M — up 34% from $272M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CLOA positions and 12 closed out — a net gain of 5 holders — while 30 added to existing stakes and 32 trimmed.

The largest buyer was BlackRock, adding an estimated $36.3M. The largest seller was Envestnet Asset Management, cutting an estimated $11.7M.

  • 84 institutional investors held BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) as of Q4 2024, up from 80 in Q3 2024.
  • Funds reported $366M of BlackRock ETF Trust II iShares AAA CLO Active ETF stock for Q4 2024, up 34% quarter-over-quarter.
  • 17 funds opened new BlackRock ETF Trust II iShares AAA CLO Active ETF positions in Q4 2024 and 12 closed out, a net change of +5 holders.
  • The largest BlackRock ETF Trust II iShares AAA CLO Active ETF buyer in Q4 2024 was BlackRock, an estimated $36.3M added.
  • The largest BlackRock ETF Trust II iShares AAA CLO Active ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $11.7M sold.

Based on aggregated 13F filings for Q4 2024.