iShares Aaa Clo Act ETF-UsdiCLOAETF
13F holders, Q2 2026 (June 30)248holders +33
45new positions
15sold out
$51.90avg. 13F price*
At the end of Q2 2026, 248 institutions reported holding iShares Aaa Clo Act ETF-Usdi (CLOA) in their 13F filings, up 33 from Q1 2026. 45 opened new positions and 15 sold out. The largest holders were Jupiter Topco LLC ($157.3M), BlackRock, Inc. ($122.5M) and Envestnet Asset Management Inc. ($104.8M).
- Company
- iShares Aaa Clo Act ETF-Usdi
- Filed as
- BLACKROCK ETF TRUST II (Q2 2026)
- CUSIP
- 092528504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $73.9M |
| Exits | 15 | $11.7M |
All 13F filers, Q1 2026 → Q2 2026: 3,939,245 shares bought and 2,110,633 shares sold, net +1,828,612 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 248 holders
| Jupiter Topco LLC | 0.06% | — | 3,029,436 | $157.3M |
| BlackRock, Inc. | 0.00% | Add +12.5% | 2,360,268 | $122.5M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -24.4% | 2,017,944 | $104.8M |
| LPL Financial LLC | 0.02% | Add +1.5% | 1,968,129 | $102.2M |
| Advocacy Wealth Management, LLC | 2.07% | Add +4.4% | 1,099,924 | $57.1M |
| Morgan Stanley | 0.00% | Add +17.2% | 967,249 | $50.2M |
| Inspirion Wealth Advisors, LLC | 3.93% | Add +17.6% | 662,318 | $34.3M |
| Cetera Investment Advisers | 0.03% | Add +10.3% | 648,045 | $33.6M |
| JPMorgan Chase & Co. | 0.00% | Add +9.2% | 587,131 | $30.5M |
| Betterment LLC | 0.05% | Add +68.2% | 585,958 | $30.4M |
| Pallas Capital Advisors LLC | 0.88% | Add +6.9% | 548,355 | $28.5M |
| CenturyLink Investment Management Co | 20.59% | No change | 511,600 | $26.6M |
| MML Investors Services, LLC | 0.05% | Add +7.8% | 475,109 | $24.7M |
| Vestmark Advisory Solutions, Inc. | 0.22% | Add +0.8% | 443,792 | $23.0M |
| Goldstone Financial Group, LLC | 1.74% | Add +20.5% | 366,312 | $19.0M |
| OneDigital Investment Advisors LLC | 0.15% | Add +17.2% | 342,704 | $17.8M |
| Macro Advisors, Inc. | 4.98% | Add +87.4% | 300,843 | $15.6M |
| Tower Research Capital LLC (TRC) | 0.38% | Add +48.5% | 297,691 | $15.5M |
| Cascade Wealth Advisors, Inc | 5.91% | Add +18.5% | 283,645 | $14.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +6.8% | 276,254 | $14.3M |
| Ferguson Shapiro LLC | 4.17% | Add +47.6% | 271,637 | $14.1M |
| Assetmark, Inc. | 0.02% | Reduce -16.2% | 242,828 | $12.6M |
| CacheTech Inc. | 2.04% | Add +11.7% | 242,478 | $12.6M |
| August Group Capital Ltd | 13.79% | Reduce -23.6% | 241,765 | $12.6M |
| STAR Financial Bank | 5.02% | Add +11.2% | 237,338 | $12.3M |
| AE Wealth Management LLC | 0.05% | Reduce -17.4% | 226,661 | $11.8M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -18.0% | 222,048 | $11.5M |
| Prime Capital Investment Advisors, LLC | 0.11% | Add +7.2% | 209,865 | $10.9M |
| Adams Wealth Management | 2.07% | Add +6.6% | 208,208 | $10.8M |
| Bar Harbor Wealth Management | 0.58% | Add +17.8% | 206,653 | $10.7M |
| Keel Point, LLC | 0.63% | Add +30.0% | 206,054 | $10.7M |
| Citigroup Inc. | 0.00% | New | 200,008 | $10.4M |
| NorthCoast Asset Management LLC | 0.22% | Add +2.9% | 193,823 | $10.1M |
| Cannon Capital Management, Inc. | 8.24% | Reduce -2.9% | 186,813 | $9.7M |
| Drive Wealth Management, LLC | 1.67% | Add +0.8% | 180,919 | $9.4M |
| Equitable Holdings, Inc. | 0.06% | Add +79.3% | 178,199 | $9.3M |
| ODonnell Financial Services, LLC | 2.52% | Add +10.9% | 164,802 | $8.6M |
| Bank of Montreal | 0.00% | Add +34.1% | 163,521 | $8.5M |
| E6 Portfolios, LLC | 6.50% | Add +16.5% | 156,798 | $8.1M |
| Courier Capital LLC | 0.39% | New | 151,798 | $7.9M |
| Osaic Holdings, Inc. | 0.01% | Add +93.6% | 146,087 | $7.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 145,585 | $7.6M |
| Elevation Point Wealth Partners, LLC | 0.14% | Add +2.6% | 144,074 | $7.5M |
| Stifel Financial Corp. | 0.01% | Reduce -8.2% | 138,520 | $7.2M |
| Client First Capital LLC | 2.88% | Add +2.2% | 137,395 | $7.1M |
| Kickstand Ventures, Llc. | 1.21% | Add +2.9% | 128,098 | $6.6M |
| Pension & Wealth Management Advisors, Inc. | 1.76% | Reduce -9.2% | 125,500 | $6.5M |
| Stock Yards Bank & Trust Co. | 0.18% | New | 123,196 | $6.4M |
| NewEdge Wealth, LLC | 0.06% | Add +84.4% | 118,626 | $6.2M |
| Diversify Advisory Services, LLC | 0.10% | New | 116,615 | $6.1M |
| Diversify Wealth Management, LLC | 0.10% | Reduce -15.1% | 116,615 | $6.1M |
| ATX Financial Planning, LLC | 3.97% | Add +26.0% | 115,525 | $6.0M |
| UBS Group AG | 0.00% | Reduce -0.2% | 115,165 | $6.0M |
| Allstate Corp. | 0.06% | Add +30.8% | 110,660 | $5.7M |
| Private Advisor Group, LLC | 0.03% | Add +14.9% | 108,902 | $5.7M |
| Prasad Wealth Partners, LLC | 1.36% | New | 108,759 | $5.6M |
| Prospera Financial Services Inc | 0.07% | New | 99,097 | $5.1M |
| Bulwark Capital Corp | 2.88% | Add +39.4% | 98,567 | $5.1M |
| Meiji Yasuda Life Insurance Co | 0.17% | No change | 98,000 | $5.1M |
| Scotia Capital Inc. | 0.02% | Add +19.7% | 92,963 | $4.8M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -37.0% | 87,429 | $4.5M |
| Captrust Financial Advisors | 0.01% | Add +15.4% | 86,666 | $4.5M |
| Ameritas Advisory Services, LLC | 0.09% | Add +177.2% | 85,857 | $4.5M |
| Potentia Wealth | 1.67% | Reduce -29.5% | 78,490 | $4.1M |
| WINTON GROUP Ltd | 0.13% | New | 78,033 | $4.1M |
| Raymond James Financial Inc. | 0.00% | Add +5.3% | 75,501 | $3.9M |
| Aureus Asset Management, LLC | 0.24% | Add +5.8% | 74,935 | $3.9M |
| Goldman Sachs Group Inc. | 0.00% | New | 74,487 | $3.9M |
| Park Avenue Securities LLC | 0.02% | Reduce -34.2% | 72,476 | $3.8M |
| Rockport Wealth LLC | 0.63% | Add +7.7% | 72,375 | $3.8M |
| JB Capital LLC | 0.12% | Reduce -20.1% | 69,133 | $3.6M |
| Schroder Investment Management Group | 0.00% | Add +33.4% | 65,909 | $3.4M |
| Triad Wealth Partners, LLC | 0.20% | Reduce -42.3% | 65,841 | $3.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 60,882 | $3.2M |
| Lido Advisors, LLC | 0.01% | New | 59,604 | $3.1M |
| HUB Investment Partners, LLC | 0.05% | Reduce -9.7% | 54,667 | $2.8M |
| Mutual Advisors, LLC | 0.05% | Add +727.0% | 53,024 | $2.8M |
| Landing Point Financial Group, LLC | 0.93% | Reduce -82.4% | 52,493 | $2.7M |
| NorthRock Partners, LLC | 0.04% | Reduce -10.3% | 50,787 | $2.6M |
| Truist Financial Corp. | 0.00% | Reduce -13.4% | 50,502 | $2.6M |
| J. Mark Nickell & Co. | 2.01% | Add +6.5% | 48,459 | $2.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.12% | Reduce -22.5% | 47,737 | $2.5M |
| Impact Partnership Wealth, LLC | 0.23% | Add +27.1% | 44,728 | $2.3M |
| Ogorek Anthony Joseph /NY/ | 0.57% | Add +7734.6% | 44,422 | $2.3M |
| Basso Capital Management, L.P. | 0.53% | New | 41,745 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +26.0% | 41,159 | $2.1M |
| Toews Corp. | 0.31% | No change | 40,500 | $2.1M |
| Brookstone Capital Management | 0.02% | Reduce -6.5% | 38,337 | $2.0M |
| Nwam LLC | 0.10% | Add +216.6% | 37,958 | $2.0M |
| Simplicity Wealth,LLC | 0.07% | Add +537.9% | 37,881 | $2.0M |
| Sovran Advisors, LLC | 0.14% | Add +23.3% | 36,852 | $1.9M |
| Pasadena Private Wealth, LLC | 0.24% | New | 36,559 | $1.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.20% | Add +210.0% | 35,113 | $1.8M |
| Ehrlich Financial Group | 0.91% | Reduce -2.8% | 33,919 | $1.8M |
| Cox Capital Mgt LLC | 0.93% | Reduce -1.1% | 32,178 | $1.7M |
| Silverlake Wealth Management LLC | 0.31% | Add +542.4% | 31,633 | $1.6M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.24% | Add +28.0% | 30,956 | $1.6M |
| IHT Wealth Management, LLC | 0.03% | Reduce -13.5% | 30,792 | $1.6M |
| Mainsail Asset Management, LLC | 0.60% | Add +0.7% | 29,666 | $1.5M |
| Centennial Wealth Advisory LLC | 0.33% | Add +0.3% | 29,369 | $1.5M |
"% of holder's portfolio" is CLOA's weight in each manager's 13F, not the share of iShares Aaa Clo Act ETF-Usdi the manager owns.