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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
AFP
76
Ausdal Financial Partners
Iowa
$1.09M +$13.2K +254 +1%
Goldman Sachs
77
Goldman Sachs
New York
$1.06M +$1.06M +20,469 New
WCG
78
Weaver Consulting Group
California
$1.02M +$57K +1,100 +6%
PW
79
Potentia Wealth
California
$1.02M +$1.02M +19,696 New
FTUS
80
Flow Traders U.S.
New York
$1.02M +$39.1K +755 +4%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$968K +$60.1K +1,159 +7%
HFO
82
Heritage Family Offices
Arizona
$962K +$121K +2,330 +14%
SFA
83
Sequoia Financial Advisors
Ohio
$937K -$23.9K -460 -2%
Stifel Financial
84
Stifel Financial
Missouri
$878K +$876K +16,894 New
OAS
85
Optivise Advisory Services
Tennessee
$872K +$13.7K +264 +2%
GLF
86
Groupe la Francaise
France
$858K +$1.01M +19,400 New
Schroder Investment Management Group
87
Schroder Investment Management Group
United Kingdom
$857K +$80.4K +1,550 +10%
MYIA
88
Mount Yale Investment Advisors
Colorado
$821K +$796K +15,355 +3,474%
VCM
89
Virtue Capital Management
Tennessee
$793K +$202K +3,895 New
BAM
90
BOS Asset Management
Illinois
$753K
BCG
91
Breakwater Capital Group
New Jersey
$696K +$194K +3,744 +39%
BCI
92
Brinker Capital Investments
Pennsylvania
$691K +$322K +6,219 +88%
I
93
INVST
Indiana
$656K +$116K +2,236 +22%
BCA
94
Bay Colony Advisors
Massachusetts
$635K -$84.9K -1,638 -12%
TCA
95
Transcend Capital Advisors
New Jersey
$581K -$1.56K -30 -0.3%
NL
96
NWAM LLC
Washington
$573K +$881 +17 +0.2%
ASN
97
Advisory Services Network
Georgia
$529K +$528K +10,180 New
EFMC
98
Empire Financial Management Company
New York
$523K -$33.7K -650 -6%
NEPWA
99
New England Private Wealth Advisors
Massachusetts
$520K
UBP
100
Union Bancaire Privee
Switzerland
$500K

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.