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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
WWM
126
WJ Wealth Management
Arizona
-$19.9M -384,983 Closed
PCP
127
Proficio Capital Partners
Massachusetts
-$8.65M -167,085 Closed
VIA
128
Virtus Investment Advisers
Connecticut
-$1.18M -22,765 Closed
LWA
129
LifeGoal Wealth Advisors
New York
-$546K -10,537 Closed
SS
130
Sunbelt Securities
Texas
-$297K -5,732 Closed
TC
131
TownSquare Capital
Utah
-$243K -4,700 Closed
SIM
132
Synergy Investment Management
Florida
-$72.8K -1,406 Closed
PA
133
PSI Advisors
Florida
-$22.9K -442 Closed
PTC
134
Private Trust Company
Ohio
-$7.56K -146 Closed
CPG
135
Cornerstone Planning Group
New Jersey
-$5.67K -110 Closed

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.