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BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA

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: 10 → 19 (+9)

68% more capital invested

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

24% more funds holding

Funds holding: 172 → 214 (+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
–

Top Buyers

Rank Fund Capital Flow
1
RBA
Richard Bernstein Advisors
New York
+$321M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$50.4M
3
Morgan Stanley
Morgan Stanley
New York
+$29.9M
4
CIM
CenturyLink Investment Management
Colorado
+$26.5M
5
BlackRock
BlackRock
New York
+$19.7M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$31.5M
2
Bank of America
Bank of America
North Carolina
-$20.7M
3
BHWM
Bar Harbor Wealth Management
New Hampshire
-$5.68M
4
DAS
Diversify Advisory Services
Utah
-$5.17M
5
Goldman Sachs
Goldman Sachs
New York
-$3.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
126
Icon Wealth Advisors
Texas
$675K +$87.3K +1,684 +15%
Corient Private Wealth
127
Corient Private Wealth
Florida
$651K -$651K -12,559 -50%
HFO
128
Heritage Family Offices
Arizona
$642K -$315K -6,071 -33%
NL
129
NWAM LLC
Washington
$622K +$51.1K +985 +9%
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$620K +$620K +11,959 New
WA
131
WESPAC Advisors
California
$598K -$1.01M -19,427 -63%
BCA
132
Bay Colony Advisors
Massachusetts
$587K +$63.7K +1,229 +12%
GCWM
133
Graham Capital Wealth Management
District of Columbia
$571K +$68.6K +1,324 +14%
HF
134
HRT Financial
New York
$556K +$557K +10,744 New
SA
135
Skyline Advisors
Washington
$548K +$548K +10,571 New
WAP
136
Wealthcare Advisory Partners
Pennsylvania
$532K +$102K +1,976 +24%
CIA
137
Concurrent Investment Advisors
Florida
$531K +$531K +10,239 New
EFMC
138
Empire Financial Management Company
New York
$526K +$64.8K +1,250 +14%
WIA
139
World Investment Advisors
California
$524K +$64.5K +1,244 +14%
NEPWA
140
New England Private Wealth Advisors
Massachusetts
$518K – – –
QCM
141
Quantinno Capital Management
New York
$518K – – –
SWM
142
SigFig Wealth Management
California
$510K +$114K +2,190 +29%
EGA
143
Eagle Global Advisors
Texas
$501K -$7.78K -150 -2%
UBP
144
Union Bancaire Privee
Switzerland
$498K – – –
KWM
145
Keebeck Wealth Management
Illinois
$498K +$498K +9,610 New
BRPW
146
Ballast Rock Private Wealth
South Carolina
$494K +$494K +9,535 New
Royal Bank of Canada
147
Royal Bank of Canada
Ontario, Canada
$491K -$2.28M -44,003 -82%
SIM
148
Synergy Investment Management
Florida
$485K +$139K +2,680 +40%
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
$478K -$3.07M -59,188 -87%
IC
150
IEQ Capital
California
$435K +$435K +8,385 New
4 5
6
7 8

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.