iShares Aaa Clo Act ETF-UsdiCLOAETF
13F holders, Q2 2025 (June 30)126holders +22
29new positions
10sold out
1famous investor
$51.91avg. 13F price*
At the end of Q2 2025, 126 institutions reported holding iShares Aaa Clo Act ETF-Usdi (CLOA) in their 13F filings, up 22 from Q1 2025. 29 opened new positions and 10 sold out. The largest holders were BlackRock, Inc. ($63.4M), LPL Financial LLC ($58.1M) and Envestnet Asset Management Inc. ($41.9M). 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 (Q2 2025)
- CUSIP
- 092528504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $72.0M |
| Exits | 10 | $31.0M |
All 13F filers, Q1 2025 → Q2 2025: 3,304,632 shares bought and 872,041 shares sold, net +2,432,591 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 126 holders
| BlackRock, Inc. | 0.00% | Add +1.8% | 1,222,022 | $63.4M |
| LPL Financial LLC | 0.02% | Add +30.6% | 1,119,980 | $58.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +76.4% | 807,340 | $41.9M |
| Advocacy Wealth Management, LLC | 1.68% | Add +7.7% | 526,185 | $27.3M |
| Brookstone Capital Management | 0.34% | Add +1.3% | 506,401 | $26.3M |
| Pallas Capital Advisors LLC | 0.94% | Add +9.6% | 477,253 | $24.8M |
| Inspirion Wealth Advisors, LLC | 2.99% | New | 435,635 | $22.6M |
| Bank of America Corp. | 0.00% | Add +33634.1% | 328,907 | $17.1M |
| CacheTech Inc. | 2.63% | Reduce -19.5% | 274,940 | $14.3M |
| Vestmark Advisory Solutions, Inc. | 0.20% | New | 268,316 | $13.9M |
| Adams Wealth Management | 2.55% | Reduce -20.0% | 258,224 | $13.4M |
| Cetera Investment Advisers | 0.02% | Add +58.8% | 254,647 | $13.2M |
| Goldstone Financial Group, LLC | 1.68% | New | 245,747 | $12.7M |
| Landing Point Financial Group, LLC | 7.92% | Add +4.6% | 241,960 | $12.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +81.1% | 189,488 | $9.8M |
| Bar Harbor Wealth Management | 0.63% | New | 188,955 | $9.8M |
| AE Wealth Management LLC | 0.07% | Add +28.0% | 188,762 | $9.8M |
| NorthCoast Asset Management LLC | 0.04% | Add +3.3% | 170,870 | $8.9M |
| Ferguson Shapiro LLC | 2.64% | Add +87.8% | 150,768 | $7.8M |
| Morgan Stanley | 0.00% | Add +99.8% | 144,383 | $7.5M |
| Cascade Wealth Advisors, Inc | 4.09% | Add +34.4% | 139,689 | $7.2M |
| JPMorgan Chase & Co. | 0.00% | Add +2.5% | 136,347 | $7.1M |
| Assetmark, Inc. | 0.01% | Add +93.7% | 113,746 | $5.9M |
| Kickstand Ventures, Llc. | 1.34% | Add +2.2% | 110,557 | $5.7M |
| Constellation Investments, Inc. | 0.26% | Reduce -28.6% | 107,870 | $5.6M |
| MML Investors Services, LLC | 0.02% | Add +44.1% | 104,351 | $5.4M |
| Fig Financial Advisory Services Inc. | 2.96% | New | 85,379 | $4.4M |
| Private Advisor Group, LLC | 0.02% | Add +18.2% | 83,789 | $4.4M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +136.2% | 83,452 | $4.3M |
| Citadel Advisors | 0.00% | Add +28.2% | 74,671 | $3.9M |
| Mainsail Asset Management, LLC | 2.15% | Add +42.6% | 67,078 | $3.5M |
| Aureus Asset Management, LLC | 0.22% | Add +8.8% | 66,403 | $3.4M |
| STAR Financial Bank | 2.06% | Add +187.9% | 62,471 | $3.2M |
| Oppenheimer & Co. Inc. | 0.04% | Add +8.8% | 60,497 | $3.1M |
| Osaic Holdings, Inc. | 0.00% | Add +8.6% | 49,517 | $2.6M |
| Royal Bank of Canada | 0.00% | Add +557.7% | 48,795 | $2.5M |
| Toews Corp. | 0.36% | Add +1.3% | 48,200 | $2.5M |
| Parsons Capital Management Inc. | 0.15% | Reduce -9.8% | 46,720 | $2.4M |
| Raymond James Financial Inc. | 0.00% | Add +81.8% | 45,002 | $2.3M |
| Prevail Innovative Wealth Advisors, LLC | 0.46% | New | 39,565 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -18.6% | 37,687 | $2.0M |
| Heck Capital Advisors, LLC | 0.15% | Add +2.2% | 33,911 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Add +98.0% | 33,085 | $1.7M |
| Brookwood Investment Group LLC | 0.27% | Add +7.6% | 32,776 | $1.7M |
| Cary Street Partners Financial LLC | 0.05% | No change | 31,062 | $1.6M |
| JB Capital LLC | 0.07% | Add +135.9% | 29,302 | $1.5M |
| Triumph Capital Management | 0.43% | Add +2.0% | 27,911 | $1.4M |
| IFP Advisors, Inc | 0.04% | Reduce -2.5% | 27,504 | $1.4M |
| Centennial Wealth Advisory LLC | 0.43% | Add +32.0% | 25,934 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -22.5% | 25,240 | $1.3M |
| Cox Capital Mgt LLC | 0.88% | Add +321.7% | 24,827 | $1.3M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.27% | No change | 24,177 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -24.9% | 22,325 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.07% | Add +27.4% | 20,763 | $1.1M |
| Laffer Tengler Investments, Inc. | 0.23% | Reduce -0.1% | 20,688 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Add +19.0% | 19,769 | $1.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Add +109.8% | 19,432 | $1.0M |
| Triad Wealth Partners, LLC | 0.20% | Add +133.1% | 19,354 | $1.0M |
| Flow Traders U.S. LLC | 0.04% | New | 18,822 | $977K |
| Quadrature Capital Ltd | 0.02% | Add +213.7% | 18,809 | $977K |
| Weaver Consulting Group | 0.27% | Add +0.8% | 18,600 | $966K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +90.5% | 18,486 | $960K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +31.2% | 18,139 | $942K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +13.9% | 17,535 | $908K |
| Optivise Advisory Services LLC | 0.44% | Add +0.7% | 16,509 | $857K |
| Heritage Family Offices, LLP | 0.42% | Add +0.3% | 16,187 | $838K |
| Schroder Investment Management Group | 0.00% | Reduce -28.2% | 14,948 | $776K |
| BOS Asset Management, LLC | 0.24% | No change | 14,485 | $752K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.10% | New | 13,856 | $719K |
| Pension & Wealth Management Advisors, Inc. | 0.22% | Reduce -41.5% | 12,702 | $660K |
| Impact Partnership Wealth, LLC | 0.12% | New | 12,478 | $648K |
| Transcend Capital Advisors, LLC | 0.05% | Reduce -60.3% | 11,213 | $582K |
| Nwam LLC | 0.03% | Add +20.6% | 11,048 | $574K |
| Empire Financial Management Company, LLC | 0.16% | Add +4.2% | 10,715 | $556K |
| Invst, LLC | 0.07% | Add +96.5% | 10,395 | $540K |
| Elm3 Financial Group, LLC | 0.44% | Reduce -49.0% | 10,270 | $533K |
| Bulwark Capital Corp | 0.44% | — | 10,085 | $524K |
| Chris Bulman Inc | 0.30% | Reduce -6.0% | 10,043 | $521K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | New | 10,020 | $520K |
| Allstate Corp. | 0.04% | New | 10,000 | $519K |
| New England Private Wealth Advisors LLC | 0.08% | No change | 10,000 | $519K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -29.2% | 9,938 | $515K |
| Breakwater Capital Group | 0.08% | Reduce -12.0% | 9,646 | $501K |
| Corient Private Wealth LP | 0.00% | Add +92.5% | 9,627 | $500K |
| Union Bancaire Privee, UBP SA | 0.01% | No change | 9,615 | $499K |
| Icon Wealth Advisors, LLC | 0.03% | Add +64.4% | 8,584 | $446K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +35.3% | 8,482 | $440K |
| Graham Capital Wealth Management, LLC | 0.49% | Add +20.1% | 8,466 | $440K |
| Old Mission Capital LLC | 0.01% | New | 8,102 | $421K |
| CW Advisors, LLC | 0.00% | Add +48.2% | 8,062 | $419K |
| Equitable Holdings, Inc. | 0.00% | New | 7,900 | $410K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -34.6% | 7,411 | $385K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 7,086 | $368K |
| ODonnell Financial Services, LLC | 0.13% | Add +11.5% | 6,546 | $340K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 6,126 | $318K |
| Twin Focus Capital Partners, LLC | 0.04% | New | 5,750 | $299K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +19.0% | 5,644 | $293K |
| High Falls Advisors, Inc | 0.06% | Add +41.9% | 5,547 | $288K |
| Beacon Financial Group | 0.03% | New | 5,367 | $279K |
| Insigneo Advisory Services, LLC | 0.02% | New | 4,795 | $249K |
"% 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.