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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
EFG
101
Elm3 Financial Group
Georgia
$486K -$47.1K -908 -9%
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$464K +$23.3K +450 +5%
GCWM
103
Graham Capital Wealth Management
District of Columbia
$457K +$16.7K +323 +4%
IWA
104
Icon Wealth Advisors
Texas
$451K +$4.87K +94 +1%
OMC
105
Old Mission Capital
Illinois
$444K +$22.5K +433 +5%
OP
106
ORG Partners
Indiana
$442K +$441K +8,513 New
NP
107
NorthRock Partners
Minnesota
$431K +$430K +8,299 New
ODFS
108
O'Donnell Financial Services
California
$409K +$68.5K +1,322 +20%
CB
109
Chris Bulman
California
$399K -$122K -2,361 -24%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$357K +$356K +6,868 New
HI
111
Harbour Investments
Wisconsin
$322K +$116K +2,239 +57%
TFA
112
Transamerica Financial Advisors
Florida
$310K +$310K +5,976 New
BFG
113
Beacon Financial Group
Texas
$303K +$24.5K +473 +9%
TFCP
114
Twin Focus Capital Partners
Massachusetts
$299K
GM
115
GeoWealth Management
Illinois
$297K +$296K +5,718 New
FPAS
116
Focus Partners Advisor Solutions
Missouri
$287K -$31.1K -599 -10%
HFA
117
High Falls Advisors
New York
$272K -$15.9K -307 -6%
SWM
118
SigFig Wealth Management
California
$258K +$17.6K +340 +7%
SS
119
Sunbelt Securities
Texas
$251K +$251K +4,833 New
NA
120
NewEdge Advisors
Louisiana
$251K -$1.06M -20,413 -81%
GIA
121
Gladstone Institutional Advisory
Florida
$243K -$50.5K -973 -17%
AWM
122
Able Wealth Management
New Jersey
$225K +$225K +4,330 New
MAM
123
Milestone Asset Management
Pennsylvania
$202K +$202K +3,896 New
GS
124
GWN Securities
Florida
$202K +$201K +3,879 New
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$198K +$95.3K +1,838 +93%

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.