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BlackRock ETF Trust II iShares AAA CLO Active ETF

150 hedge funds and large institutions have $866M invested in BlackRock ETF Trust II iShares AAA CLO Active ETF in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 78 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 22

242% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 12

60% more capital invested

Capital invested by funds: $542M → $866M (+$324M)

21% more funds holding

Funds holding: 124150 (+26)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

9.52% more ownership

Funds ownership: 59.02%68.53% (+9.5%)

Holders
150
Holders Change
+26
Holders Change %
+20.97%
% of All Funds
1.97%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
41
Increased
78
Reduced
22
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
1
Corebridge Financial
Texas
$223M +$222M +4,285,282 New
LPL Financial
2
LPL Financial
California
$79.7M +$21.5M +413,904 +37%
BlackRock
3
BlackRock
New York
$65.7M +$2.17M +41,929 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$63.4M +$21.4M +413,645 +51%
AWMS
5
Advocacy Wealth Management Services
Georgia
$34.7M +$7.35M +141,810 +27%
PCA
6
Pallas Capital Advisors
Massachusetts
$26.1M +$1.3M +25,062 +5%
BCM
7
Brookstone Capital Management
Illinois
$26.1M -$250K -4,814 -1%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$16.4M +$3.15M +60,842 +24%
CI
9
CacheTech Inc
Utah
$14.3M -$30.1K -580 -0.2%
BHWM
10
Bar Harbor Wealth Management
New Hampshire
$13.5M +$3.63M +70,002 +37%
LPFG
11
Landing Point Financial Group
Ohio
$13.3M +$714K +13,761 +6%
GFG
12
Goldstone Financial Group
Illinois
$13M +$273K +5,274 +2%
AWM
13
Adams Wealth Management
Utah
$12.7M -$684K -13,194 -5%
AWM
14
AE Wealth Management
Kansas
$11.2M +$1.39M +26,762 +14%
MML Investors Services
15
MML Investors Services
Massachusetts
$10.2M +$4.72M +91,078 +87%
CWA
16
Cascade Wealth Advisors
Washington
$9.87M +$2.63M +50,802 +36%
FS
17
Ferguson Shapiro
Georgia
$9.13M +$1.3M +25,013 +17%
CI
18
Constellation Investments
Ohio
$9.05M +$3.44M +66,260 +61%
Kovitz Investment Group Partners
19
Kovitz Investment Group Partners
Illinois
$8.89M +$10.4K +201 +0.1%
AssetMark Inc
20
AssetMark Inc
California
$8.49M +$2.58M +49,678 +44%
DWM
21
Drive Wealth Management
Utah
$8.23M +$8.21M +158,424 New
Morgan Stanley
22
Morgan Stanley
New York
$8.15M +$644K +12,415 +9%
SFB
23
STAR Financial Bank
Indiana
$7.61M +$4.35M +83,878 +134%
JP Morgan Chase
24
JP Morgan Chase
New York
$7.37M +$282K +5,437 +4%
VAS
25
Vestmark Advisory Solutions
Massachusetts
$7.14M -$6.79M -130,988 -49%

CLOA Hedge Fund Activity: Q3 2025 in Review

150 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) for Q3 2025, worth a combined $866M — up 60% from $542M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CLOA positions and 12 closed out — a net gain of 29 holders — while 78 added to existing stakes and 22 trimmed.

The largest buyer was Corebridge Financial, opening a new position worth an estimated $222M. The largest seller was Inspirion Wealth Advisors, exiting entirely with an estimated $22.6M sold.

  • 150 institutional investors held BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) as of Q3 2025, up from 124 in Q2 2025.
  • Funds reported $866M of BlackRock ETF Trust II iShares AAA CLO Active ETF stock for Q3 2025, up 60% quarter-over-quarter.
  • 41 funds opened new BlackRock ETF Trust II iShares AAA CLO Active ETF positions in Q3 2025 and 12 closed out, a net change of +29 holders.
  • The largest BlackRock ETF Trust II iShares AAA CLO Active ETF buyer in Q3 2025 was Corebridge Financial, an estimated $222M added.
  • The largest BlackRock ETF Trust II iShares AAA CLO Active ETF seller in Q3 2025 was Inspirion Wealth Advisors, an estimated $22.6M sold.

Based on aggregated 13F filings for Q3 2025.