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BlackRock ETF Trust II iShares AAA CLO Active ETF

103 hedge funds and large institutions have $417M invested in BlackRock ETF Trust II iShares AAA CLO Active ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

9% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 35

3.52% less ownership

Funds ownership: 56.65%53.14% (-3.5%)

Holders
103
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$24.3M
2 -$21.1M
3 -$5.62M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.38M
5
Morgan Stanley
Morgan Stanley
New York
-$5.22M
Name Holding Trade Value Shares
Change
Change in
Stake
WCG
51
Weaver Consulting Group
California
$956K
PAS
52
Park Avenue Securities
New York
$865K
KWM
53
Kingsview Wealth Management
Oregon
$860K
OAS
54
Optivise Advisory Services
Tennessee
$849K
AFP
55
Ausdal Financial Partners
Iowa
$844K
HFO
56
Heritage Family Offices
Arizona
$836K
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$797K
BAM
58
BOS Asset Management
Illinois
$750K
DAS
59
Diversify Advisory Services
Utah
$725K
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$716K
JC
61
JB Capital
Connecticut
$643K
AWS
62
Atria Wealth Solutions
New York
$586K
BCG
63
Breakwater Capital Group
New Jersey
$568K
CB
64
Chris Bulman
California
$554K
LWA
65
LifeGoal Wealth Advisors
New York
$546K
EFMC
66
Empire Financial Management Company
New York
$533K
NEPWA
67
New England Private Wealth Advisors
Massachusetts
$518K
SFA
68
Sequoia Financial Advisors
Ohio
$502K
UBP
69
Union Bancaire Privee
Switzerland
$498K
PCA
70
Prosperity Capital Advisors
Ohio
$478K
NL
71
NWAM LLC
Washington
$474K
TWP
72
Triad Wealth Partners
Kansas
$430K
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$385K
GCWM
74
Graham Capital Wealth Management
District of Columbia
$365K
WAP
75
Wealthcare Advisory Partners
Pennsylvania
$325K