We are live on ! Find out more
CLOA icon

BlackRock ETF Trust II iShares AAA CLO Active ETF

172 hedge funds and large institutions have $889M invested in BlackRock ETF Trust II iShares AAA CLO Active ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 33

115% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 20

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

15% more funds holding

Funds holding: 150172 (+22)

3% more capital invested

Capital invested by funds: $866M → $889M (+$23.5M)

3.93% less ownership

Funds ownership: 68.53%64.6% (-3.9%)

Holders
172
Holders Change
+22
Holders Change %
+14.67%
% of All Funds
2.09%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.12%
New
43
Increased
81
Reduced
33
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
76
Schroder Investment Management Group
United Kingdom
$1.44M +$584K +11,270 +68%
AFP
77
ATX Financial Planning
Texas
$1.37M +$1.37M +26,537 New
LTI
78
Laffer Tengler Investments
Tennessee
$1.3M -$4.61K -89 -0.4%
Corient Private Wealth
79
Corient Private Wealth
Florida
$1.3M +$1.3M +25,118 New
KWM
80
Kingsview Wealth Management
Oregon
$1.28M +$49.4K +953 +4%
CSP
81
Cary Street Partners
Virginia
$1.27M -$133K -2,569 -9%
EGWAG
82
Elwood & Goetz Wealth Advisory Group
Georgia
$1.25M
SFA
83
Sequoia Financial Advisors
Ohio
$1.24M +$304K +5,868 +33%
TCM
84
Triumph Capital Management
Colorado
$1.23M -$250K -4,833 -17%
BCG
85
Breakwater Capital Group
New Jersey
$1.12M +$424K +8,187 +61%
NP
86
NorthRock Partners
Minnesota
$1.1M +$667K +12,885 +155%
I
87
INVST
Indiana
$1.07M +$412K +7,959 +63%
BCI
88
Brinker Capital Investments
Pennsylvania
$1.05M +$364K +7,028 +53%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$1.01M +$45.9K +886 +5%
BAM
90
BOS Asset Management
Illinois
$1M +$251K +4,852 +33%
AFP
91
Ausdal Financial Partners
Iowa
$992K -$96.1K -1,856 -9%
WCG
92
Weaver Consulting Group
California
$968K -$51.8K -1,000 -5%
HFO
93
Heritage Family Offices
Arizona
$955K -$3.42K -66 -0.4%
BFG
94
Beacon Financial Group
Texas
$942K +$641K +12,367 +212%
OAS
95
Optivise Advisory Services
Tennessee
$927K +$59.1K +1,141 +7%
Stifel Financial
96
Stifel Financial
Missouri
$874K
SWM
97
SHP Wealth Management
Massachusetts
$817K +$818K +15,783 New
MYIA
98
Mount Yale Investment Advisors
Colorado
$802K -$15.4K -297 -2%
NA
99
NewEdge Advisors
Louisiana
$770K +$520K +10,047 +208%
USCWA
100
U.S. Capital Wealth Advisors
Texas
$742K +$743K +14,335 New