BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
86 hedge funds and large institutions have $369M invested in BlackRock ETF Trust II iShares AAA CLO Active ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 12 closing their positions.
58% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 12
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
35% more capital invested
Capital invested by funds: $272M → $369M (+$96.6M)
8% more funds holding
Funds holding: 80 → 86 (+6)
0.07% more ownership
Funds ownership: 56.99% → 57.05% (+0.07%)
6% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$36.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$21.1M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$18.4M |
| 4 |
LPL Financial
San Diego,
California
|
+$8.69M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$7.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11.7M |
| 2 |
Jane Street
New York
|
-$3.71M |
| 3 |
AssetMark Inc
Concord,
California
|
-$2.83M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.64M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$1.82M |
CLOA Hedge Fund Activity: Q4 2024 in Review
86 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) for Q4 2024, worth a combined $369M — up 35% from $272M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new CLOA positions and 12 closed out — a net gain of 7 holders — while 30 added to existing stakes and 32 trimmed.
The largest buyer was BlackRock, adding an estimated $36.3M. The largest seller was Envestnet Asset Management, cutting an estimated $11.7M.
- 86 institutional investors held BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) as of Q4 2024, up from 80 in Q3 2024.
- Funds reported $369M of BlackRock ETF Trust II iShares AAA CLO Active ETF stock for Q4 2024, up 35% quarter-over-quarter.
- 19 funds opened new BlackRock ETF Trust II iShares AAA CLO Active ETF positions in Q4 2024 and 12 closed out, a net change of +7 holders.
- The largest BlackRock ETF Trust II iShares AAA CLO Active ETF buyer in Q4 2024 was BlackRock, an estimated $36.3M added.
- The largest BlackRock ETF Trust II iShares AAA CLO Active ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $11.7M sold.
Based on aggregated 13F filings for Q4 2024.