CLOA icon

BlackRock ETF Trust II iShares AAA CLO Active ETF

120 hedge funds and large institutions have $512M 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, 64 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+17
Holders Change %
+16.5%
% of All Funds
1.61%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
31
Increased
64
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFP
51
Ausdal Financial Partners
Iowa
$1.08M +$232K +4,471 +27%
LTI
52
Laffer Tengler Investments
Tennessee
$1.07M -$1.14K -22 -0.1%
KWM
53
Kingsview Wealth Management
Oregon
$1.03M +$164K +3,153 +19%
TWP
54
Triad Wealth Partners
Kansas
$1M +$574K +11,051 +133%
FTUS
55
Flow Traders U.S.
New York
$977K +$977K +18,822 New
QC
56
Quadrature Capital
United Kingdom
$977K +$665K +12,813 +214%
WCG
57
Weaver Consulting Group
California
$966K +$7.27K +140 +0.8%
SFA
58
Sequoia Financial Advisors
Ohio
$960K +$456K +8,784 +91%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$942K +$224K +4,310 +31%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$908K +$111K +2,142 +14%
OAS
61
Optivise Advisory Services
Tennessee
$857K +$6.23K +120 +0.7%
HFO
62
Heritage Family Offices
Arizona
$838K +$2.59K +50 +0.3%
Schroder Investment Management Group
63
Schroder Investment Management Group
United Kingdom
$776K -$305K -5,881 -28%
BAM
64
BOS Asset Management
Illinois
$752K
BCA
65
Bay Colony Advisors
Massachusetts
$719K +$719K +13,856 New
IPW
66
Impact Partnership Wealth
Georgia
$648K +$648K +12,478 New
TCA
67
Transcend Capital Advisors
New Jersey
$582K -$883K -17,002 -60%
NL
68
NWAM LLC
Washington
$573K +$97.9K +1,887 +21%
EFMC
69
Empire Financial Management Company
New York
$556K +$22.3K +429 +4%
EFG
70
Elm3 Financial Group
Georgia
$533K -$513K -9,872 -49%
BC
71
Bulwark Capital
Florida
$524K +$524K +10,085 New
CB
72
Chris Bulman
California
$521K -$33.6K -647 -6%
USCWA
73
U.S. Capital Wealth Advisors
Texas
$520K +$520K +10,020 New
AC
74
Allstate Corporation
Illinois
$519K +$519K +10,000 New
NEPWA
75
New England Private Wealth Advisors
Massachusetts
$519K