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BlackRock ETF Trust II iShares AAA CLO Active ETF

150 hedge funds and large institutions have $866M invested in BlackRock ETF Trust II iShares AAA CLO Active ETF in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 78 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 22

242% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 12

60% more capital invested

Capital invested by funds: $542M → $866M (+$324M)

21% more funds holding

Funds holding: 124150 (+26)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

9.52% more ownership

Funds ownership: 59.02%68.53% (+9.5%)

Holders
150
Holders Change
+26
Holders Change %
+20.97%
% of All Funds
1.97%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
41
Increased
78
Reduced
22
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
51
Parsons Capital Management
Rhode Island
$2.17M -$257K -4,955 -11%
Truist Financial
52
Truist Financial
North Carolina
$2.12M +$161K +3,098 +8%
IA
53
IFP Advisors
Florida
$2.09M +$661K +12,747 +46%
JC
54
JB Capital
Connecticut
$1.9M +$372K +7,169 +24%
RW
55
Rockport Wealth
Ohio
$1.89M +$1.89M +36,421 New
BIG
56
Brookwood Investment Group
Arizona
$1.85M +$146K +2,823 +9%
BSG
57
Black Swift Group
Colorado
$1.84M +$1.84M +35,410 New
HCA
58
Heck Capital Advisors
Wisconsin
$1.83M +$68.4K +1,320 +4%
SIA
59
SkyView Investment Advisors
New Jersey
$1.56M +$1.56M +30,000 New
TCM
60
Triumph Capital Management
Colorado
$1.49M +$36.7K +708 +3%
IPW
61
Impact Partnership Wealth
Georgia
$1.42M +$768K +14,813 +119%
CSP
62
Cary Street Partners
Virginia
$1.41M -$203K -3,920 -13%
CWA
63
Centennial Wealth Advisory
Michigan
$1.4M +$48.9K +943 +4%
CCM
64
Cox Capital Management
Massachusetts
$1.33M +$42.3K +815 +3%
PCIA
65
Prime Capital Investment Advisors
Kansas
$1.32M +$164K +3,160 +14%
LTI
66
Laffer Tengler Investments
Tennessee
$1.31M +$235K +4,539 +22%
TWP
67
Triad Wealth Partners
Kansas
$1.29M +$288K +5,547 +29%
EGWAG
68
Elwood & Goetz Wealth Advisory Group
Georgia
$1.26M
KWM
69
Kingsview Wealth Management
Oregon
$1.23M +$203K +3,924 +20%
BC
70
Bulwark Capital
Florida
$1.23M +$700K +13,506 +134%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$1.23M +$281K +5,425 +30%
PCA
72
Prosperity Capital Advisors
Ohio
$1.21M +$198K +3,826 +20%
Bank of New York Mellon
73
Bank of New York Mellon
New York
$1.21M +$1.2M +23,199 New
TSW
74
Three Seasons Wealth
Utah
$1.2M +$1.19M +22,999 New
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$1.1M +$1.1M +21,190 New

CLOA Hedge Fund Activity: Q3 2025 in Review

150 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) for Q3 2025, worth a combined $866M — up 60% from $542M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CLOA positions and 12 closed out — a net gain of 29 holders — while 78 added to existing stakes and 22 trimmed.

The largest buyer was Corebridge Financial, opening a new position worth an estimated $222M. The largest seller was Inspirion Wealth Advisors, exiting entirely with an estimated $22.6M sold.

  • 150 institutional investors held BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) as of Q3 2025, up from 124 in Q2 2025.
  • Funds reported $866M of BlackRock ETF Trust II iShares AAA CLO Active ETF stock for Q3 2025, up 60% quarter-over-quarter.
  • 41 funds opened new BlackRock ETF Trust II iShares AAA CLO Active ETF positions in Q3 2025 and 12 closed out, a net change of +29 holders.
  • The largest BlackRock ETF Trust II iShares AAA CLO Active ETF buyer in Q3 2025 was Corebridge Financial, an estimated $222M added.
  • The largest BlackRock ETF Trust II iShares AAA CLO Active ETF seller in Q3 2025 was Inspirion Wealth Advisors, an estimated $22.6M sold.

Based on aggregated 13F filings for Q3 2025.