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BlackRock ETF Trust II iShares AAA CLO Active ETF

214 hedge funds and large institutions have $1.49B invested in BlackRock ETF Trust II iShares AAA CLO Active ETF in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 100 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

336% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 14

163% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 38

90% more funds holding in top 10

Funds holding in top 10: 1019 (+9)

68% more capital invested

Capital invested by funds: $889M → $1.49B (+$604M)

24% more funds holding

Funds holding: 172214 (+42)

18.65% more ownership

Funds ownership: 64.6%83.25% (+19%)

Holders
214
Holders Change
+42
Holders Change %
+24.42%
% of All Funds
2.64%
Holding in Top 10
19
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+90%
% of All Funds
0.23%
New
61
Increased
100
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RBA
1
Richard Bernstein Advisors
New York
$321M +$321M +6,186,664 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$138M +$50.4M +972,467 +57%
BlackRock
3
BlackRock
New York
$109M +$19.7M +380,998 +22%
LPL Financial
4
LPL Financial
California
$101M +$10.8M +208,564 +12%
AWMS
5
Advocacy Wealth Management Services
Georgia
$54.6M +$16.2M +312,308 +42%
Morgan Stanley
6
Morgan Stanley
New York
$42.8M +$29.9M +577,709 +233%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$30.4M +$7.25M +139,931 +31%
IWA
8
Inspirion Wealth Advisors
Illinois
$29.2M +$3.29M +63,417 +13%
JP Morgan Chase
9
JP Morgan Chase
New York
$27.9M -$31.5M -607,990 -53%
PCA
10
Pallas Capital Advisors
Massachusetts
$26.6M -$2.43M -46,836 -8%
CIM
11
CenturyLink Investment Management
Colorado
$26.5M +$26.5M +511,600 New
MML Investors Services
12
MML Investors Services
Massachusetts
$22.9M +$7.91M +152,660 +53%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$22.8M +$8.3M +160,168 +57%
Betterment LLC
14
Betterment LLC
New York
$18.1M +$1.26M +24,290 +7%
AGC
15
August Group Capital
$16.4M +$7.19M +138,635 +78%
GFG
16
Goldstone Financial Group
Illinois
$15.8M +$2.06M +39,839 +15%
LPFG
17
Landing Point Financial Group
Ohio
$15.5M +$1.41M +27,297 +10%
OIA
18
OneDigital Investment Advisors
Kansas
$15.2M +$9.15M +176,500 +152%
AssetMark Inc
19
AssetMark Inc
California
$15M +$4.19M +80,921 +39%
AWM
20
AE Wealth Management
Kansas
$14.2M +$2.21M +42,631 +18%
Envestnet Portfolio Solutions
21
Envestnet Portfolio Solutions
Illinois
$14M +$4.28M +82,564 +44%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$13.4M +$2.8M +54,118 +26%
EC
23
Elequin Capital
New York
$12.6M +$16.4M +316,951 +157,687%
CWA
24
Cascade Wealth Advisors
Washington
$12.4M +$663K +12,783 +6%
CI
25
CacheTech Inc
Utah
$11.3M -$88.2K -1,701 -0.8%