We are live on ! Find out more
CLOA icon

BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA

124 hedge funds and large institutions have $542M invested in BlackRock ETF Trust II iShares AAA CLO Active ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 17

210% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 10

30% more capital invested

Capital invested by funds: $417M → $542M (+$125M)

20% more funds holding

Funds holding: 103 → 124 (+21)

5.88% more ownership

Funds ownership: 53.14% → 59.02% (+5.9%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
124
Holders Change
+21
Holders Change %
+20.39%
% of All Funds
1.63%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
31
Increased
67
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWA
Inspirion Wealth Advisors
Illinois
+$22.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.1M
3
Bank of America
Bank of America
North Carolina
+$16.9M
4
VAS
Vestmark Advisory Solutions
Massachusetts
+$13.9M
5
LPL Financial
LPL Financial
California
+$13.5M

Top Sellers

Rank Fund Capital Flow
1
WWM
WJ Wealth Management
Arizona
-$19.9M
2
PCP
Proficio Capital Partners
Massachusetts
-$8.65M
3
CI
CacheTech Inc
Utah
-$3.44M
4
AWM
Adams Wealth Management
Utah
-$3.34M
5
CI
Constellation Investments
Ohio
-$2.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
EGWAG
51
Elwood & Goetz Wealth Advisory Group
Georgia
$1.26M – – –
PCIA
52
Prime Capital Investment Advisors
Kansas
$1.16M -$382K -7,386 -25%
AFP
53
Ausdal Financial Partners
Iowa
$1.08M +$231K +4,471 +27%
LTI
54
Laffer Tengler Investments
Tennessee
$1.07M -$1.14K -22 -0.1%
KWM
55
Kingsview Wealth Management
Oregon
$1.03M +$163K +3,153 +19%
PCA
56
Prosperity Capital Advisors
Ohio
$1.01M +$525K +10,172 +110%
TWP
57
Triad Wealth Partners
Kansas
$1M +$571K +11,051 +133%
FTUS
58
Flow Traders U.S.
New York
$977K +$972K +18,822 New
QC
59
Quadrature Capital
United Kingdom
$977K +$662K +12,813 +214%
WCG
60
Weaver Consulting Group
California
$966K +$7.23K +140 +0.8%
SFA
61
Sequoia Financial Advisors
Ohio
$960K +$454K +8,784 +91%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$942K +$223K +4,310 +31%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$908K +$111K +2,142 +14%
OAS
64
Optivise Advisory Services
Tennessee
$857K +$6.2K +120 +0.7%
HFO
65
Heritage Family Offices
Arizona
$838K +$2.58K +50 +0.3%
Schroder Investment Management Group
66
Schroder Investment Management Group
United Kingdom
$776K -$304K -5,881 -28%
BAM
67
BOS Asset Management
Illinois
$752K – – –
BCA
68
Bay Colony Advisors
Massachusetts
$719K +$716K +13,856 New
IPW
69
Impact Partnership Wealth
Georgia
$648K +$645K +12,478 New
TCA
70
Transcend Capital Advisors
New Jersey
$582K -$878K -17,002 -60%
NL
71
NWAM LLC
Washington
$574K +$97.5K +1,887 +21%
EFMC
72
Empire Financial Management Company
New York
$556K +$22.2K +429 +4%
I
73
INVST
Indiana
$540K +$264K +5,106 +97%
EFG
74
Elm3 Financial Group
Georgia
$533K -$510K -9,872 -49%
BC
75
Bulwark Capital
Florida
$524K +$521K +10,085 New
1 2
3
4 5

CLOA Hedge Fund Activity: Q2 2025 in Review

124 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) for Q2 2025, worth a combined $542M — up 30% from $417M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CLOA positions and 10 closed out — a net gain of 21 holders — while 67 added to existing stakes and 17 trimmed.

The largest buyer was Inspirion Wealth Advisors, opening a new position worth an estimated $22.5M. The largest seller was WJ Wealth Management, exiting entirely with an estimated $19.9M sold.

  • 124 institutional investors held BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) as of Q2 2025, up from 103 in Q1 2025.
  • Funds reported $542M of BlackRock ETF Trust II iShares AAA CLO Active ETF stock for Q2 2025, up 30% quarter-over-quarter.
  • 31 funds opened new BlackRock ETF Trust II iShares AAA CLO Active ETF positions in Q2 2025 and 10 closed out, a net change of +21 holders.
  • The largest BlackRock ETF Trust II iShares AAA CLO Active ETF buyer in Q2 2025 was Inspirion Wealth Advisors, an estimated $22.5M added.
  • The largest BlackRock ETF Trust II iShares AAA CLO Active ETF seller in Q2 2025 was WJ Wealth Management, an estimated $19.9M sold.

Based on aggregated 13F filings for Q2 2025.