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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
CB
76
Chris Bulman
California
$521K -$33.4K -647 -6%
USCWA
77
U.S. Capital Wealth Advisors
Texas
$520K +$518K +10,020 New
AC
78
Allstate Corporation
Illinois
$519K +$517K +10,000 New
NEPWA
79
New England Private Wealth Advisors
Massachusetts
$519K – – –
DAS
80
Diversify Advisory Services
Utah
$515K -$212K -4,101 -29%
BCG
81
Breakwater Capital Group
New Jersey
$501K -$68.1K -1,318 -12%
Corient Private Wealth
82
Corient Private Wealth
Florida
$500K +$239K +4,627 +93%
UBP
83
Union Bancaire Privee
Switzerland
$499K – – –
IWA
84
Icon Wealth Advisors
Texas
$446K +$174K +3,363 +64%
WAP
85
Wealthcare Advisory Partners
Pennsylvania
$440K +$114K +2,215 +35%
GCWM
86
Graham Capital Wealth Management
District of Columbia
$440K +$73.1K +1,416 +20%
OMC
87
Old Mission Capital
Illinois
$421K +$419K +8,102 New
CWM
88
Congress Wealth Management
Massachusetts
$419K +$135K +2,621 +48%
EH
89
Equitable Holdings
New York
$410K +$408K +7,900 New
AWS
90
Atria Wealth Solutions
New York
$385K -$202K -3,915 -35%
BCI
91
Brinker Capital Investments
Pennsylvania
$368K +$366K +7,086 New
ODFS
92
O'Donnell Financial Services
California
$340K +$34.9K +675 +11%
FPAS
93
Focus Partners Advisor Solutions
Missouri
$318K +$316K +6,126 New
TFCP
94
Twin Focus Capital Partners
Massachusetts
$299K +$297K +5,750 New
GIA
95
Gladstone Institutional Advisory
Florida
$293K +$46.5K +900 +19%
HFA
96
High Falls Advisors
New York
$288K +$84.6K +1,638 +42%
BFG
97
Beacon Financial Group
Texas
$279K +$277K +5,367 New
IAS
98
Insigneo Advisory Services
Florida
$249K +$248K +4,795 New
SWM
99
SigFig Wealth Management
California
$240K +$239K +4,617 New
GS
100
GTS Securities
New York
$212K +$211K +4,091 New
2 3
4
5 6

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.