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BlackRock ETF Trust II iShares AAA CLO Active ETF

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: 103124 (+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: 66 (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
Name Holding Trade Value Shares
Change
Change in
Stake
HI
101
Harbour Investments
Wisconsin
$205K
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$170K
HNB
103
Huntington National Bank
Ohio
$135K
SPIA
104
Steward Partners Investment Advisory
New York
$116K +$50.4K +975 +77%
CT
105
Colonial Trust
South Carolina
$116K +$115K +2,235 New
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$102K +$10.4K +202 +11%
CSPIA
107
Cary Street Partners Investment Advisory
Virginia
$92.4K
Comerica Bank
108
Comerica Bank
Texas
$90.4K +$56.7K +1,098 +171%
LFA
109
LGT Financial Advisors
Texas
$79.4K +$39.5K +764 +100%
NS
110
NBC Securities
Alabama
$74K
TCM
111
Traub Capital Management
Massachusetts
$70.4K +$70K +1,355 New
GRP
112
Global Retirement Partners
California
$48K +$47.7K +924 New
BFP
113
Briaud Financial Planning
Texas
$38K +$37.9K +733 New
Wells Fargo
114
Wells Fargo
California
$33K +$32.9K +636 New
FHA
115
First Horizon Advisors
Tennessee
$30.2K +$10.2K +198 +52%
AAS
116
Ameritas Advisory Services
Nebraska
$24.7K -$981K -18,996 -98%
MYIA
117
Mount Yale Investment Advisors
Colorado
$22.9K +$22.8K +442 New
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$15.3K +$15.2K +294 New
EC
119
Elequin Capital
New York
$10.4K +$10.4K +201 New
CA
120
CoreCap Advisors
Michigan
$7.17K +$7.13K +138 New
RF
121
Rossby Financial
Florida
$7.11K +$5.22K +101 +281%
BCMLT
122
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.33K +$6.3K +122 New
GSWM
123
Golden State Wealth Management
California
$4.3K +$52 +1 +1%
EB
124
Eastern Bank
Massachusetts
$3.22K +$3.2K +62 New
PSFG
125
Park Square Financial Group
Georgia
$2.08K +$1.03K +20 +100%

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.