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BlackRock ETF Trust II iShares AAA CLO Active ETF

172 hedge funds and large institutions have $889M invested in BlackRock ETF Trust II iShares AAA CLO Active ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 81 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 33

115% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 20

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

15% more funds holding

Funds holding: 150172 (+22)

3% more capital invested

Capital invested by funds: $866M → $889M (+$23.5M)

3.93% less ownership

Funds ownership: 68.53%64.6% (-3.9%)

Holders
172
Holders Change
+22
Holders Change %
+14.67%
% of All Funds
2.09%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.12%
New
43
Increased
81
Reduced
33
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$89.6M +$10.2M +197,443 +13%
BlackRock
2
BlackRock
New York
$88.8M +$23.4M +452,410 +36%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$87.9M +$24.7M +477,325 +39%
JP Morgan Chase
4
JP Morgan Chase
New York
$59.3M +$52M +1,003,933 +708%
AWMS
5
Advocacy Wealth Management Services
Georgia
$38.4M +$3.81M +73,484 +11%
PCA
6
Pallas Capital Advisors
Massachusetts
$29M +$2.98M +57,503 +11%
IWA
7
Inspirion Wealth Advisors
Illinois
$25.9M +$25.9M +499,926 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$23.2M +$6.84M +131,968 +42%
Bank of America
9
Bank of America
North Carolina
$20.7M +$18M +347,446 +661%
Betterment LLC
10
Betterment LLC
New York
$16.8M +$16.8M +324,160 New
MML Investors Services
11
MML Investors Services
Massachusetts
$14.9M +$4.81M +92,841 +48%
BHWM
12
Bar Harbor Wealth Management
New Hampshire
$14.7M +$1.35M +26,051 +10%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$14.5M +$7.41M +143,012 +104%
LPFG
14
Landing Point Financial Group
Ohio
$14M +$789K +15,235 +6%
GFG
15
Goldstone Financial Group
Illinois
$13.7M +$677K +13,063 +5%
Morgan Stanley
16
Morgan Stanley
New York
$12.8M +$4.71M +90,982 +58%
FS
17
Ferguson Shapiro
Georgia
$12.2M +$3.11M +60,084 +34%
AWM
18
AE Wealth Management
Kansas
$12M +$840K +16,218 +8%
CWA
19
Cascade Wealth Advisors
Washington
$11.8M +$1.87M +36,026 +19%
CI
20
CacheTech Inc
Utah
$11.3M -$2.88M -55,579 -20%
DWM
21
Drive Wealth Management
Utah
$11.3M +$3.11M +60,082 +38%
AssetMark Inc
22
AssetMark Inc
California
$10.8M +$2.35M +45,319 +28%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$10.6M +$3.91M +75,543 +59%
AWM
24
Adams Wealth Management
Utah
$10M -$2.68M -51,678 -21%
Envestnet Portfolio Solutions
25
Envestnet Portfolio Solutions
Illinois
$9.75M +$4.51M +87,032 +86%