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BlackRock ETF Trust II iShares AAA CLO Active ETF
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Overview Fund Activity

119 hedge funds and large institutions have $511M 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, 15 reducing their positions, and 11 closing their positions.

Holders
119
Holders Change
+16
Holders Change %
+15.53%
% of All Funds
1.6%
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
15
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWA
1
Inspirion Wealth Advisors
Illinois
$22.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$41.9M
3
Bank of America
3
Bank of America
North Carolina
$17.1M
4
VAS
4
Vestmark Advisory Solutions
Massachusetts
$13.9M
5
LPL Financial
5
LPL Financial
California
$58.1M

Top Sellers

1
WWM
1
WJ Wealth Management
Arizona
$0
2
PCP
2
Proficio Capital Partners
Massachusetts
$0
3
CI
3
Constellation Investments
Ohio
$5.6M
4
VIA
4
Virtus Investment Advisers
Connecticut
$0
5
AAS
5
Ameritas Advisory Services
Nebraska
$24.7K
Name Market Value Shares Shares
Change 		Shares
Change %
DAS
76
Diversify Advisory Services
Utah
$515K 9,938 -4,101 -29%
BCG
77
Breakwater Capital Group
New Jersey
$501K 9,646 -1,318 -12%
Corient Private Wealth
78
Corient Private Wealth
Florida
$500K 9,627 +4,627 +93%
UBP
79
Union Bancaire Privee
Switzerland
$499K 9,615 – –
IWA
80
Icon Wealth Advisors
Texas
$446K 8,584 +3,363 +64%
WAP
81
Wealthcare Advisory Partners
Pennsylvania
$440K 8,482 +2,215 +35%
GCWM
82
Graham Capital Wealth Management
District of Columbia
$440K 8,466 +1,416 +20%
OMC
83
Old Mission Capital
Illinois
$421K 8,102 +8,102 New
CWM
84
Congress Wealth Management
Massachusetts
$419K 8,062 +2,621 +48%
EH
85
Equitable Holdings
New York
$410K 7,900 +7,900 New
AWS
86
Atria Wealth Solutions
New York
$385K 7,411 -3,915 -35%
BCI
87
Brinker Capital Investments
Pennsylvania
$368K 7,086 +7,086 New
ODFS
88
O'Donnell Financial Services
California
$340K 6,546 +675 +11%
FPAS
89
Focus Partners Advisor Solutions
Missouri
$318K 6,126 +6,126 New
TFCP
90
Twin Focus Capital Partners
Massachusetts
$299K 5,750 +5,750 New
GIA
91
Gladstone Institutional Advisory
Florida
$293K 5,644 +900 +19%
HFA
92
High Falls Advisors
New York
$288K 5,547 +1,638 +42%
BFG
93
Beacon Financial Group
Texas
$279K 5,367 +5,367 New
IAS
94
Insigneo Advisory Services
Florida
$249K 4,795 +4,795 New
SWM
95
SigFig Wealth Management
California
$240K 4,617 +4,617 New
GS
96
GTS Securities
New York
$212K 4,091 +4,091 New
HI
97
Harbour Investments
Wisconsin
$205K 3,949 – –
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$170K 3,272 – –
HNB
99
Huntington National Bank
Ohio
– – – –
SPIA
100
Steward Partners Investment Advisory
New York
$116K 2,240 +975 +77%
2 3
4
5 6