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BlackRock ETF Trust II iShares AAA CLO Active ETF

103 hedge funds and large institutions have $417M 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, 32 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
103
Holders Change
+19
Holders Change %
+22.62%
% of All Funds
1.4%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
33
Increased
32
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$62.2M 1,200,348 -1,417 -0.1%
LPL Financial
2
LPL Financial
California
$44.4M 857,728 +224,079 +35%
BCM
3
Brookstone Capital Management
Illinois
$25.9M 499,833 +274 +0.1%
AWMS
4
Advocacy Wealth Management Services
Georgia
$25.3M 488,693 +488,693 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$23.7M 457,708 -468,699 -51%
PCA
6
Pallas Capital Advisors
Massachusetts
$22.5M 435,384 +43,606 +11%
WWM
7
WJ Wealth Management
Arizona
$19.9M 384,983 +276,672 +255%
AWM
8
Adams Wealth Management
Utah
$16.7M 322,807 +15,421 +5%
CI
9
CacheTech Inc
Utah
$16.7M 341,456 +21,287 +7%
LPFG
10
Landing Point Financial Group
Ohio
$12M 231,382 +231,382 New
PCP
11
Proficio Capital Partners
Massachusetts
$8.65M 167,085 +167,085 New
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$8.57M 165,467 +165,467 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$8.3M 160,388 -50,683 -24%
CI
14
Constellation Investments
Ohio
$7.82M 151,000 +151,000 New
AWM
15
AE Wealth Management
Kansas
$7.64M 147,460 +17,761 +14%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$6.88M 132,958 +9,254 +7%
KV
17
Kickstand Ventures
New York
$5.6M 108,202 +108,202 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$5.42M 104,623 -108,580 -51%
CWA
19
Cascade Wealth Advisors
Washington
$5.34M 103,910 +103,910 New
FS
20
Ferguson Shapiro
Georgia
$4.16M 80,293 +80,293 New
MML Investors Services
21
MML Investors Services
Massachusetts
$3.75M 72,410 +10,985 +18%
Morgan Stanley
22
Morgan Stanley
New York
$3.74M 72,280 -100,789 -58%
PAG
23
Private Advisor Group
New Jersey
$3.67M 70,861 +70,861 New
AAM
24
Aureus Asset Management
Massachusetts
$3.16M 61,037 +12,535 +26%
AssetMark Inc
25
AssetMark Inc
California
$3.04M 58,723 -89,773 -60%