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
FAL
101
Focused Alpha LLC
Colorado
$739K +$740K +14,282 New
PIA
102
Panoramic Investment Advisors
Colorado
$685K +$686K +13,238 New
AWA
103
Arkadios Wealth Advisors
Georgia
$596K +$596K +11,512 New
IWA
104
Icon Wealth Advisors
Texas
$585K +$137K +2,637 +30%
NL
105
NWAM LLC
Washington
$572K -$3.11K -60 -0.5%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$567K +$370K +7,140 +187%
TFA
107
Transamerica Financial Advisors
Florida
$526K +$217K +4,194 +70%
BCA
108
Bay Colony Advisors
Massachusetts
$523K -$110K -2,119 -17%
ASN
109
Advisory Services Network
Georgia
$522K -$4.56K -88 -0.9%
NEPWA
110
New England Private Wealth Advisors
Massachusetts
$517K
QCM
111
Quantinno Capital Management
New York
$517K +$518K +10,000 New
SIA
112
SkyView Investment Advisors
New Jersey
$517K -$1.04M -20,000 -67%
EGA
113
Eagle Global Advisors
Texas
$508K +$508K +9,810 New
GCWM
114
Graham Capital Wealth Management
District of Columbia
$502K +$47.2K +911 +10%
UBP
115
Union Bancaire Privee
Switzerland
$497K
Cerity Partners
116
Cerity Partners
New York
$473K +$474K +9,142 New
EFMC
117
Empire Financial Management Company
New York
$460K -$60.6K -1,169 -12%
WIA
118
World Investment Advisors
California
$459K +$459K +8,868 New
GM
119
GeoWealth Management
Illinois
$458K +$162K +3,124 +55%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$443K +$87.5K +1,689 +25%
OP
121
ORG Partners
Indiana
$436K -$4.66K -90 -1%
DWM
122
Diversify Wealth Management
Utah
$429K +$429K +8,275 New
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$428K -$33.7K -651 -7%
SWM
124
SigFig Wealth Management
California
$396K +$139K +2,691 +54%
TCA
125
Transcend Capital Advisors
New Jersey
$389K -$190K -3,672 -33%