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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
HFA
126
High Falls Advisors
New York
$368K +$97K +1,873 +36%
MFG
127
Merit Financial Group
Georgia
$350K +$350K +6,759 New
SIM
128
Synergy Investment Management
Florida
$346K +$346K +6,680 New
OCA
129
OpenArc Corporate Advisory
Georgia
$319K +$320K +6,172 New
EFG
130
Elm3 Financial Group
Georgia
$307K -$178K -3,432 -37%
GS
131
GTS Securities
New York
$302K +$302K +5,836 New
TFCP
132
Twin Focus Capital Partners
Massachusetts
$298K
LFG
133
Lockerman Financial Group
California
$279K +$279K +5,383 New
TWCA
134
Two West Capital Advisors
Kansas
$271K +$271K +5,229 New
VR
135
Vision Retirement
New Jersey
$263K +$263K +5,075 New
FA
136
Fortis Advisors
Pennsylvania
$236K +$236K +4,562 New
CT
137
Colonial Trust
South Carolina
$225K +$109K +2,111 +94%
GS
138
GWN Securities
Florida
$213K +$12.1K +233 +6%
AWM
139
Apollon Wealth Management
South Carolina
$200K +$200K +3,869 New
GRP
140
Global Retirement Partners
California
$187K +$23.2K +448 +14%
SPIA
141
Steward Partners Investment Advisory
New York
$182K +$59K +1,139 +48%
HNB
142
Huntington National Bank
Ohio
$164K
Comerica Bank
143
Comerica Bank
Texas
$150K +$48K +926 +47%
KAS
144
Kestra Advisory Services
Texas
$148K +$148K +2,859 New
KFA
145
Kelleher Financial Advisors
New York
$112K +$112K +2,163 New
GWM
146
Geneos Wealth Management
Colorado
$110K -$5.44K -105 -5%
RWA
147
Reicon Wealth Advisors
Georgia
$107K +$107K +2,060 New
SWM
148
Spire Wealth Management
Virginia
$103K +$104K +2,000 New
CSPIA
149
Cary Street Partners Investment Advisory
Virginia
$92.1K
NS
150
NBC Securities
Alabama
$89.6K