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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
National Bank of Canada
151
National Bank of Canada
Quebec, Canada
$65.4K +$65.5K +1,264 New
PTC
152
Private Trust Company
Ohio
$55.9K +$26.2K +505 +88%
SAG
153
SageView Advisory Group
California
$42.7K +$42.8K +826 New
SS
154
Sunbelt Securities
Texas
$32.5K -$218K -4,205 -87%
FFA
155
Farther Finance Advisors
California
$30.8K +$30.9K +596 New
CFG
156
Clayton Financial Group
Missouri
$30K
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$27.5K +$27.5K +531 New
Wells Fargo
158
Wells Fargo
California
$26.8K -$62K -1,197 -70%
IW
159
Imprint Wealth
South Carolina
$18.3K -$48.6K -938 -73%
SEP
160
Signature Equity Partners
Ohio
$17.4K +$17.5K +337 New
GSWM
161
Golden State Wealth Management
California
$14.4K +$10.1K +195 +235%
RF
162
Rossby Financial
Florida
$13.5K +$4.4K +85 +48%
EC
163
Elequin Capital
New York
$10.4K
GFA
164
Godfrey Financial Associates
New York
$7.35K +$7.36K +142 New
AF
165
Allworth Financial
California
$5.69K
BOJHT
166
Bank of Jackson Hole Trust
Wyoming
$5.02K
SWP
167
Strategic Wealth Partners
Ohio
$4.92K
ECA
168
Elevated Capital Advisors
Utah
$2.54K +$2.54K +49 New
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.29K +25 New
CA
170
CoreCap Advisors
Michigan
$466 +$466 +9 New
RFS
171
Richardson Financial Services
Massachusetts
$414
OSAM
172
O'Shaughnessy Asset Management
Connecticut
$310 +$311 +6 New
CF
173
Corebridge Financial
Texas
-$223M -4,285,282 Closed
Citadel Advisors
174
Citadel Advisors
Florida
-$5.29M -101,792 Closed
OC
175
Oppenheimer & Co
New York
-$3.67M -70,567 Closed