CLOA icon

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
Holders
150
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
101
Elm3 Financial Group
Georgia
$486K
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$464K
GCWM
103
Graham Capital Wealth Management
District of Columbia
$457K
IWA
104
Icon Wealth Advisors
Texas
$451K
OMC
105
Old Mission Capital
Illinois
$444K
OP
106
ORG Partners
Indiana
$442K
NP
107
NorthRock Partners
Minnesota
$431K
ODFS
108
O'Donnell Financial Services
California
$409K
CB
109
Chris Bulman
California
$399K
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$357K
HI
111
Harbour Investments
Wisconsin
$322K
TFA
112
Transamerica Financial Advisors
Florida
$310K
BFG
113
Beacon Financial Group
Texas
$303K
TFCP
114
Twin Focus Capital Partners
Massachusetts
$299K
GM
115
GeoWealth Management
Illinois
$297K
FPAS
116
Focus Partners Advisor Solutions
Missouri
$287K
HFA
117
High Falls Advisors
New York
$272K
SWM
118
SigFig Wealth Management
California
$258K
SS
119
Sunbelt Securities
Texas
$251K
NA
120
NewEdge Advisors
Louisiana
$251K
GIA
121
Gladstone Institutional Advisory
Florida
$243K
AWM
122
Able Wealth Management
New Jersey
$225K
MAM
123
Milestone Asset Management
Pennsylvania
$202K
GS
124
GWN Securities
Florida
$202K
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$198K