BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
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.
154% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 13
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
23% more funds holding
Funds holding: 84 → 103 (+19)
14% more capital invested
Capital invested by funds: $366M → $417M (+$50.9M)
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$25.3M |
| 2 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
+$14.3M |
| 3 |
LPFG
Landing Point Financial Group
Avon,
Ohio
|
+$12M |
| 4 |
LPL Financial
San Diego,
California
|
+$11.6M |
| 5 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$8.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$24.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$21.1M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$5.63M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.37M |
| 5 |
Morgan Stanley
New York
|
-$5.22M |
CLOA Hedge Fund Activity: Q1 2025 in Review
103 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) for Q1 2025, worth a combined $417M — up 14% from $366M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new CLOA positions and 13 closed out — a net gain of 20 holders — while 32 added to existing stakes and 35 trimmed.
The largest buyer was Advocacy Wealth Management Services, opening a new position worth an estimated $25.3M. The largest seller was Envestnet Asset Management, cutting an estimated $24.3M.
- 103 institutional investors held BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) as of Q1 2025, up from 84 in Q4 2024.
- Funds reported $417M of BlackRock ETF Trust II iShares AAA CLO Active ETF stock for Q1 2025, up 14% quarter-over-quarter.
- 33 funds opened new BlackRock ETF Trust II iShares AAA CLO Active ETF positions in Q1 2025 and 13 closed out, a net change of +20 holders.
- The largest BlackRock ETF Trust II iShares AAA CLO Active ETF buyer in Q1 2025 was Advocacy Wealth Management Services, an estimated $25.3M added.
- The largest BlackRock ETF Trust II iShares AAA CLO Active ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $24.3M sold.
Based on aggregated 13F filings for Q1 2025.