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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
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$170K
GRP
127
Global Retirement Partners
California
$165K +$116K +2,243 +243%
HNB
128
Huntington National Bank
Ohio
$135K
SPIA
129
Steward Partners Investment Advisory
New York
$123K +$6.74K +130 +6%
CT
130
Colonial Trust
South Carolina
$117K +$570 +11 +0.5%
GWM
131
Geneos Wealth Management
Colorado
$116K +$116K +2,229 New
Comerica Bank
132
Comerica Bank
Texas
$103K +$12.3K +237 +14%
AAS
133
Ameritas Advisory Services
Nebraska
$94K +$69.2K +1,334 +281%
CSPIA
134
Cary Street Partners Investment Advisory
Virginia
$92.5K
NS
135
NBC Securities
Alabama
$90K +$15.6K +300 +21%
Wells Fargo
136
Wells Fargo
California
$89.1K +$55.9K +1,079 +170%
IW
137
Imprint Wealth
South Carolina
$67.1K +$67K +1,292 New
CFG
138
Clayton Financial Group
Missouri
$30.1K +$30K +579 New
PTC
139
Private Trust Company
Ohio
$29.9K +$29.9K +576 New
LFA
140
LGT Financial Advisors
Texas
$16.3K -$63K -1,215 -79%
AFWM
141
Abich Financial Wealth Management
Virginia
$14.6K +$14.5K +280 New
EC
142
Elequin Capital
New York
$10.4K
RF
143
Rossby Financial
Florida
$9.11K +$2.02K +39 +28%
SAM
144
Smartleaf Asset Management
Massachusetts
$5.87K +$5.86K +113 New
AF
145
Allworth Financial
California
$5.72K +$5.7K +110 New
BOJHT
146
Bank of Jackson Hole Trust
Wyoming
$5.04K +$5.03K +97 New
SWP
147
Strategic Wealth Partners
Ohio
$4.94K +$4.93K +95 New
GSWM
148
Golden State Wealth Management
California
$4.36K +$52 +1 +1%
PSFG
149
Park Square Financial Group
Georgia
$3.58K +$1.5K +29 +73%
RFS
150
Richardson Financial Services
Massachusetts
$416 +$415 +8 New

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.