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BlackRock ETF Trust II iShares AAA CLO Active ETF

214 hedge funds and large institutions have $1.49B invested in BlackRock ETF Trust II iShares AAA CLO Active ETF in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 100 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

336% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 14

163% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 38

90% more funds holding in top 10

Funds holding in top 10: 1019 (+9)

68% more capital invested

Capital invested by funds: $889M → $1.49B (+$604M)

24% more funds holding

Funds holding: 172214 (+42)

18.65% more ownership

Funds ownership: 64.6%83.25% (+19%)

Holders
214
Holders Change
+42
Holders Change %
+24.42%
% of All Funds
2.63%
Holding in Top 10
19
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+90%
% of All Funds
0.23%
New
61
Increased
100
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
101
Bank of New York Mellon
New York
$1.18M -$283K -5,460 -19%
EI
102
EFG International
$1.09M +$1.09M +21,116 New
KWM
103
Kingsview Wealth Management
Oregon
$1.09M -$190K -3,675 -15%
BIG
104
Brookwood Investment Group
Arizona
$1.07M -$857K -16,527 -45%
SWM
105
SHP Wealth Management
Massachusetts
$1.04M +$220K +4,235 +27%
ASN
106
Advisory Services Network
Georgia
$1.02M +$498K +9,604 +95%
MWM
107
Maridea Wealth Management
New York
$1.02M +$1.02M +19,601 New
BAM
108
BOS Asset Management
Illinois
$1M
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$990K -$23K -444 -2%
BFG
110
Beacon Financial Group
Texas
$980K +$36.2K +698 +4%
WCG
111
Weaver Consulting Group
California
$969K
BSG
112
Black Swift Group
Colorado
$948K -$494K -9,535 -34%
AC
113
ASB Consultores
Florida
$925K +$925K +17,852 New
BCG
114
Breakwater Capital Group
New Jersey
$921K -$197K -3,802 -18%
OAS
115
Optivise Advisory Services
Tennessee
$921K -$8.03K -155 -0.9%
FAL
116
Focused Alpha LLC
Colorado
$850K +$110K +2,122 +15%
PWM
117
Perigon Wealth Management
California
$834K +$834K +16,090 New
AWA
118
Arkadios Wealth Advisors
Georgia
$812K +$215K +4,152 +36%
PIA
119
Panoramic Investment Advisors
Colorado
$787K +$101K +1,953 +15%
TFA
120
Transamerica Financial Advisors
Florida
$784K +$257K +4,960 +49%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$771K +$327K +6,308 +74%
NA
122
NewEdge Advisors
Louisiana
$759K -$11.6K -223 -1%
TWCA
123
Two West Capital Advisors
Kansas
$759K +$487K +9,390 +180%
GM
124
GeoWealth Management
Illinois
$715K +$257K +4,950 +56%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$712K +$144K +2,781 +25%

CLOA Hedge Fund Activity: Q1 2026 in Review

214 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) for Q1 2026, worth a combined $1.49B — up 68% from $889M a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new CLOA positions and 14 closed out — a net gain of 47 holders — while 100 added to existing stakes and 38 trimmed.

The largest buyer was Richard Bernstein Advisors, opening a new position worth an estimated $321M. The largest seller was JP Morgan Chase, cutting an estimated $31.5M.

  • 214 institutional investors held BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) as of Q1 2026, up from 172 in Q4 2025.
  • Funds reported $1.49B of BlackRock ETF Trust II iShares AAA CLO Active ETF stock for Q1 2026, up 68% quarter-over-quarter.
  • 61 funds opened new BlackRock ETF Trust II iShares AAA CLO Active ETF positions in Q1 2026 and 14 closed out, a net change of +47 holders.
  • The largest BlackRock ETF Trust II iShares AAA CLO Active ETF buyer in Q1 2026 was Richard Bernstein Advisors, an estimated $321M added.
  • The largest BlackRock ETF Trust II iShares AAA CLO Active ETF seller in Q1 2026 was JP Morgan Chase, an estimated $31.5M sold.

Based on aggregated 13F filings for Q1 2026.