BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
105 hedge funds and large institutions have $418M invested in BlackRock ETF Trust II iShares AAA CLO Active ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 33 increasing their positions, 36 reducing their positions, and 14 closing their positions.
136% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 14
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
55% more capital inflows, than outflows
Capital inflows: $141M | Capital outflows: $90.9M
21% more funds holding
Funds holding: 87 → 105 (+18)
8% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 36
3.77% less ownership
Funds ownership: 57.05% → 53.28% (-3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$25.3M |
| 2 |
WJ Wealth Management
Glendale,
Arizona
|
+$14.3M |
| 3 |
Landing Point Financial Group
Avon,
Ohio
|
+$12M |
| 4 |
LPL Financial
San Diego,
California
|
+$11.6M |
| 5 |
Proficio Capital Partners
Newton,
Massachusetts
|
+$8.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$24.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$21.1M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$5.63M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.37M |
| 5 |
Morgan Stanley
New York
|
-$5.22M |
CLOA Hedge Fund Activity: Q1 2025 in Review
105 of the 7,487 institutional investors tracked by Wall St. Rank reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) for Q1 2025, worth a combined $418M — up 13% from $369M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new CLOA positions and 14 closed out — a net gain of 19 holders — while 33 added to existing stakes and 36 trimmed.
The largest buyer was Advocacy Wealth Management Services, opening a new position worth an estimated $25.3M. The largest seller was Envestnet Asset Management, cutting an estimated $24.3M.
- 105 institutional investors held BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) as of Q1 2025, up from 87 in Q4 2024.
- Funds reported $418M of BlackRock ETF Trust II iShares AAA CLO Active ETF stock for Q1 2025, up 13% quarter-over-quarter.
- 33 funds opened new BlackRock ETF Trust II iShares AAA CLO Active ETF positions in Q1 2025 and 14 closed out, a net change of +19 holders.
- The largest BlackRock ETF Trust II iShares AAA CLO Active ETF buyer in Q1 2025 was Advocacy Wealth Management Services, an estimated $25.3M added.
- The largest BlackRock ETF Trust II iShares AAA CLO Active ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $24.3M sold.
Based on aggregated 13F filings for Q1 2025.