iShares Aaa Clo Act ETF-UsdiCLOAETF
13F holders, Q1 2025 (March 31)104holders +18
32new positions
13sold out
1famous investor
$51.65avg. 13F price*
At the end of Q1 2025, 104 institutions reported holding iShares Aaa Clo Act ETF-Usdi (CLOA) in their 13F filings, up 18 from Q4 2024. 32 opened new positions and 13 sold out. The largest holders were BlackRock, Inc. ($62.2M), LPL Financial LLC ($44.4M) and Brookstone Capital Management ($25.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Aaa Clo Act ETF-Usdi
- Filed as
- BLACKROCK ETF TRUST II (Q1 2025)
- CUSIP
- 092528504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $96.4M |
| Exits | 13 | $8.7M |
All 13F filers, Q4 2024 → Q1 2025: 2,690,907 shares bought and 1,670,856 shares sold, net +1,020,051 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 104 holders
| BlackRock, Inc. | 0.00% | Reduce -0.1% | 1,200,348 | $62.2M |
| LPL Financial LLC | 0.02% | Add +35.4% | 857,728 | $44.4M |
| Brookstone Capital Management | 0.37% | Add +0.1% | 499,833 | $25.9M |
| Advocacy Wealth Management, LLC | 1.72% | New | 488,693 | $25.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -50.6% | 457,708 | $23.7M |
| Pallas Capital Advisors LLC | 0.94% | Add +11.1% | 435,384 | $22.5M |
| WJ Wealth Management, LLC | 7.05% | Add +255.4% | 384,983 | $19.9M |
| Adams Wealth Management | 3.28% | Add +5.0% | 322,807 | $16.7M |
| CacheTech Inc. | 3.26% | Add +6.7% | 341,456 | $16.7M |
| Landing Point Financial Group, LLC | 9.08% | New | 231,382 | $12.0M |
| Proficio Capital Partners LLC | 0.67% | New | 167,085 | $8.6M |
| NorthCoast Asset Management LLC | 0.04% | New | 165,467 | $8.6M |
| Cetera Investment Advisers | 0.02% | Reduce -24.0% | 160,388 | $8.3M |
| Constellation Investments, Inc. | 0.37% | New | 151,000 | $7.8M |
| AE Wealth Management LLC | 0.06% | Add +13.7% | 147,460 | $7.6M |
| JPMorgan Chase & Co. | 0.00% | Add +7.5% | 132,958 | $6.9M |
| Kickstand Ventures, Llc. | 1.44% | New | 108,202 | $5.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -50.9% | 104,623 | $5.4M |
| Cascade Wealth Advisors, Inc | 3.69% | New | 103,910 | $5.3M |
| Ferguson Shapiro LLC | 1.55% | New | 80,293 | $4.2M |
| MML Investors Services, LLC | 0.01% | Add +17.9% | 72,410 | $3.7M |
| Morgan Stanley | 0.00% | Reduce -58.2% | 72,280 | $3.7M |
| Private Advisor Group, LLC | 0.02% | New | 70,861 | $3.7M |
| Aureus Asset Management, LLC | 0.22% | Add +25.8% | 61,037 | $3.2M |
| Assetmark, Inc. | 0.01% | Reduce -60.5% | 58,723 | $3.0M |
| Citadel Advisors | 0.00% | New | 58,259 | $3.0M |
| Oppenheimer & Co. Inc. | 0.04% | Add +19.8% | 55,587 | $2.9M |
| Parsons Capital Management Inc. | 0.15% | New | 51,799 | $2.7M |
| Toews Corp. | 1.09% | Add +28.6% | 47,600 | $2.5M |
| Mainsail Asset Management, LLC | 1.67% | Add +211.6% | 47,025 | $2.4M |
| Truist Financial Corp. | 0.00% | Add +16.7% | 46,296 | $2.4M |
| Osaic Holdings, Inc. | 0.01% | Add +85.5% | 45,580 | $2.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -59.7% | 35,327 | $1.8M |
| Heck Capital Advisors, LLC | 0.19% | Reduce -0.1% | 33,168 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +287.1% | 32,581 | $1.7M |
| Cary Street Partners Financial LLC | 0.05% | Reduce -1.4% | 31,062 | $1.6M |
| Brookwood Investment Group LLC | 0.27% | — | 30,454 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | New | 29,711 | $1.5M |
| IFP Advisors, Inc | 0.05% | Add +89.7% | 28,216 | $1.5M |
| Transcend Capital Advisors, LLC | 0.11% | Add +3.5% | 28,215 | $1.5M |
| Triumph Capital Management | 0.47% | Add +12.4% | 27,354 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Add +13.4% | 24,759 | $1.3M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.31% | Add +8.7% | 24,177 | $1.3M |
| Virtus Investment Advisers, LLC | 0.32% | New | 22,765 | $1.2M |
| Pension & Wealth Management Advisors, Inc. | 0.42% | Add +115.4% | 21,727 | $1.1M |
| STAR Financial Bank | 0.82% | Add +153.9% | 21,702 | $1.1M |
| Schroder Investment Management Group | 0.00% | New | 20,829 | $1.1M |
| Laffer Tengler Investments, Inc. | 0.28% | Reduce -8.8% | 20,710 | $1.1M |
| Elm3 Financial Group, LLC | 0.92% | Reduce -41.4% | 20,142 | $1.0M |
| Centennial Wealth Advisory LLC | 0.37% | Add +27.8% | 19,642 | $1.0M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -29.2% | 19,471 | $1.0M |
| Weaver Consulting Group | 0.29% | Add +41.9% | 18,460 | $956K |
| Park Avenue Securities LLC | 0.01% | Reduce -61.1% | 16,711 | $865K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -14.0% | 16,616 | $860K |
| Optivise Advisory Services LLC | 0.48% | Add +55.3% | 16,389 | $849K |
| Ausdal Financial Partners, Inc. | 0.06% | Add +62.3% | 16,292 | $844K |
| Heritage Family Offices, LLP | 0.43% | Reduce -18.2% | 16,137 | $836K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +93.5% | 15,393 | $797K |
| BOS Asset Management, LLC | 0.26% | New | 14,485 | $750K |
| Diversify Advisory Services, LLC | 0.05% | Reduce -7.3% | 14,039 | $725K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +101.2% | 13,829 | $716K |
| JB Capital LLC | 0.04% | Reduce -43.4% | 12,420 | $643K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -51.8% | 11,326 | $586K |
| Breakwater Capital Group | 0.10% | New | 10,964 | $568K |
| Chris Bulman Inc | 0.35% | Reduce -3.4% | 10,690 | $554K |
| LifeGoal Investments, LLC | 0.59% | New | 10,537 | $546K |
| Empire Financial Management Company, LLC | 0.16% | Add +9.6% | 10,286 | $533K |
| New England Private Wealth Advisors LLC | 0.08% | New | 10,000 | $518K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 9,702 | $502K |
| Union Bancaire Privee, UBP SA | 0.01% | Add +563.1% | 9,615 | $498K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -50.9% | 9,260 | $478K |
| Nwam LLC | 0.04% | New | 9,161 | $474K |
| Triad Wealth Partners, LLC | 0.13% | Reduce -9.5% | 8,303 | $430K |
| Royal Bank of Canada | 0.00% | Reduce -93.3% | 7,419 | $385K |
| Graham Capital Wealth Management, LLC | 0.39% | New | 7,050 | $365K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +5.7% | 6,267 | $325K |
| Quadrature Capital Ltd | 0.01% | New | 5,996 | $311K |
| Cox Capital Mgt LLC | 0.22% | New | 5,887 | $305K |
| ODonnell Financial Services, LLC | 0.13% | New | 5,871 | $304K |
| Sunbelt Securities, Inc. | 0.03% | New | 5,732 | $297K |
| CW Advisors, LLC | 0.00% | New | 5,441 | $282K |
| Invst, LLC | 0.04% | Reduce -56.5% | 5,289 | $274K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -56.8% | 5,221 | $270K |
| Corient Private Wealth LP | 0.00% | No change | 5,000 | $259K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 4,744 | $246K |
| Townsquare Capital LLC | 0.00% | Reduce -3.4% | 4,700 | $243K |
| Harbour Investments, Inc. | 0.01% | New | 3,949 | $204K |
| High Falls Advisors, Inc | 0.05% | Reduce -64.8% | 3,909 | $202K |
| Fifth Third Bancorp | 0.00% | No change | 3,272 | $169K |
| Cary Street Partners Investment Advisory LLC | 0.05% | No change | 1,780 | $92K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,770 | $92K |
| Lanark Financial, Inc. | 0.01% | — | 1,431 | $74K |
| Synergy Investment Management, LLC | 0.03% | Reduce -64.0% | 1,406 | $73K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,265 | $66K |
| Bank of America Corp. | 0.00% | Reduce -99.8% | 975 | $50K |
| LGT Financial Advisors LLC | 0.12% | Reduce -60.4% | 765 | $40K |
| Comerica Bank | 0.00% | Reduce -63.4% | 643 | $33K |
| PSI Advisors, LLC | 0.01% | Reduce -51.8% | 442 | $23K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -67.7% | 383 | $20K |
| Private Trust Co. NA | 0.00% | Reduce -60.0% | 146 | $8K |
| Cornerstone Planning Group LLC | 0.00% | New | 110 | $6K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -59.9% | 81 | $4K |
| Rossby Financial, LCC | 0.00% | New | 36 | $2K |
| Park Square Financial Group, LLC | 0.00% | Reduce -59.2% | 20 | $1K |
"% 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.