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BlackRock ETF Trust II iShares AAA CLO Active ETF

124 hedge funds and large institutions have $542M invested in BlackRock ETF Trust II iShares AAA CLO Active ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 17

210% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 10

30% more capital invested

Capital invested by funds: $417M → $542M (+$125M)

20% more funds holding

Funds holding: 103124 (+21)

5.88% more ownership

Funds ownership: 53.14%59.02% (+5.9%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
124
Holders Change
+21
Holders Change %
+20.39%
% of All Funds
1.63%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
31
Increased
67
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$63.4M +$1.12M +21,674 +2%
LPL Financial
2
LPL Financial
California
$58.1M +$13.5M +262,252 +31%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$41.9M +$18.1M +349,632 +76%
AWMS
4
Advocacy Wealth Management Services
Georgia
$27.3M +$1.94M +37,492 +8%
BCM
5
Brookstone Capital Management
Illinois
$26.3M +$339K +6,568 +1%
PCA
6
Pallas Capital Advisors
Massachusetts
$24.8M +$2.16M +41,869 +10%
IWA
7
Inspirion Wealth Advisors
Illinois
$22.6M +$22.5M +435,635 New
Bank of America
8
Bank of America
North Carolina
$17.1M +$16.9M +327,932 +33,634%
CI
9
CacheTech Inc
Utah
$14.3M -$3.44M -66,516 -19%
VAS
10
Vestmark Advisory Solutions
Massachusetts
$13.9M +$13.9M +268,316 New
AWM
11
Adams Wealth Management
Utah
$13.4M -$3.34M -64,583 -20%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$13.2M +$4.87M +94,259 +59%
GFG
13
Goldstone Financial Group
Illinois
$12.7M +$12.7M +245,747 New
LPFG
14
Landing Point Financial Group
Ohio
$12.6M +$546K +10,578 +5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$9.84M +$4.38M +84,865 +81%
BHWM
16
Bar Harbor Wealth Management
New Hampshire
$9.81M +$9.76M +188,955 New
AWM
17
AE Wealth Management
Kansas
$9.8M +$2.13M +41,302 +28%
Kovitz Investment Group Partners
18
Kovitz Investment Group Partners
Illinois
$8.87M +$279K +5,403 +3%
FS
19
Ferguson Shapiro
Georgia
$7.83M +$3.64M +70,475 +88%
Morgan Stanley
20
Morgan Stanley
New York
$7.5M +$3.72M +72,103 +100%
CWA
21
Cascade Wealth Advisors
Washington
$7.23M +$1.85M +35,779 +34%
JP Morgan Chase
22
JP Morgan Chase
New York
$7.08M +$175K +3,389 +3%
AssetMark Inc
23
AssetMark Inc
California
$5.91M +$2.84M +55,023 +94%
KV
24
Kickstand Ventures
New York
$5.74M +$122K +2,355 +2%
CI
25
Constellation Investments
Ohio
$5.6M -$2.23M -43,130 -29%

CLOA Hedge Fund Activity: Q2 2025 in Review

124 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) for Q2 2025, worth a combined $542M — up 30% from $417M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CLOA positions and 10 closed out — a net gain of 21 holders — while 67 added to existing stakes and 17 trimmed.

The largest buyer was Inspirion Wealth Advisors, opening a new position worth an estimated $22.5M. The largest seller was WJ Wealth Management, exiting entirely with an estimated $19.9M sold.

  • 124 institutional investors held BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) as of Q2 2025, up from 103 in Q1 2025.
  • Funds reported $542M of BlackRock ETF Trust II iShares AAA CLO Active ETF stock for Q2 2025, up 30% quarter-over-quarter.
  • 31 funds opened new BlackRock ETF Trust II iShares AAA CLO Active ETF positions in Q2 2025 and 10 closed out, a net change of +21 holders.
  • The largest BlackRock ETF Trust II iShares AAA CLO Active ETF buyer in Q2 2025 was Inspirion Wealth Advisors, an estimated $22.5M added.
  • The largest BlackRock ETF Trust II iShares AAA CLO Active ETF seller in Q2 2025 was WJ Wealth Management, an estimated $19.9M sold.

Based on aggregated 13F filings for Q2 2025.