BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
77 hedge funds and large institutions have $190M invested in BlackRock ETF Trust II iShares AAA CLO Active ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 4 closing their positions.
1,400% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 4
414% more capital invested
Capital invested by funds: $36.9M → $190M (+$153M)
300% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 3
267% more funds holding
Funds holding: 21 → 77 (+56)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
31.64% more ownership
Funds ownership: 32.4% → 64.04% (+32%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$42.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$15.6M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$8.11M |
| 4 |
Morgan Stanley
New York
|
+$7.77M |
| 5 |
AssetMark Inc
Concord,
California
|
+$7.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$5.17M |
| 2 |
Mariner
Overland Park,
Kansas
|
-$361K |
| 3 |
PWP
Private Wealth Partners
Mill Valley,
California
|
-$310K |
| 4 |
TC
Toews Corporation
Northfield,
New Jersey
|
-$171K |
| 5 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$39K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CPG
76
Cornerstone Planning Group
Fairfield,
New Jersey
| $4.65K | +$4.66K | +90 | New |
|
|
RFG
77
REAP Financial Group
Austin,
Texas
| $88 | -$36.2K | -699 | -100% |
|
|
78
Citigroup
New York
| – | -$5.17M | -100,000 | Closed |
|
|
79
Mariner
Overland Park,
Kansas
| – | -$361K | -6,984 | Closed |
|
|
PWP
80
Private Wealth Partners
Mill Valley,
California
| – | -$310K | -6,000 | Closed |
|
81
UBS Group
Zurich,
Switzerland
| – | -$26.2K | -506 | Closed |
|
CLOA Hedge Fund Activity: Q2 2024 in Review
77 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) for Q2 2024, worth a combined $190M — up 414% from $36.9M a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new CLOA positions and 4 closed out — a net gain of 56 holders — while 12 added to existing stakes and 3 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $42.6M. The largest seller was Citigroup, exiting entirely with an estimated $5.17M sold.
- 77 institutional investors held BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) as of Q2 2024, up from 21 in Q1 2024.
- Funds reported $190M of BlackRock ETF Trust II iShares AAA CLO Active ETF stock for Q2 2024, up 414% quarter-over-quarter.
- 60 funds opened new BlackRock ETF Trust II iShares AAA CLO Active ETF positions in Q2 2024 and 4 closed out, a net change of +56 holders.
- The largest BlackRock ETF Trust II iShares AAA CLO Active ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $42.6M added.
- The largest BlackRock ETF Trust II iShares AAA CLO Active ETF seller in Q2 2024 was Citigroup, an estimated $5.17M sold.
Based on aggregated 13F filings for Q2 2024.