iShares Aaa Clo Act ETF-UsdiCLOAETF
13F holders, Q3 2025 (September 30)152holders +26
38new positions
12sold out
1famous investor
$51.99avg. 13F price*
At the end of Q3 2025, 152 institutions reported holding iShares Aaa Clo Act ETF-Usdi (CLOA) in their 13F filings, up 26 from Q2 2025. 38 opened new positions and 12 sold out. The largest holders were Corebridge Financial, Inc. ($222.7M), LPL Financial LLC ($79.7M) and BlackRock, Inc. ($65.7M). 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 (Q3 2025)
- CUSIP
- 092528504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $267.4M |
| Exits | 12 | $25.2M |
All 13F filers, Q2 2025 → Q3 2025: 7,252,545 shares bought and 1,054,022 shares sold, net +6,198,523 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 152 holders
| Corebridge Financial, Inc. | 11.98% | New | 4,285,282 | $222.7M |
| LPL Financial LLC | 0.02% | Add +37.0% | 1,533,884 | $79.7M |
| BlackRock, Inc. | 0.00% | Add +3.4% | 1,263,951 | $65.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +51.2% | 1,220,985 | $63.4M |
| Advocacy Wealth Management, LLC | 1.51% | Add +26.9% | 667,995 | $34.7M |
| Pallas Capital Advisors LLC | 0.96% | Add +5.3% | 502,315 | $26.1M |
| Brookstone Capital Management | 0.31% | Reduce -0.9% | 501,587 | $26.1M |
| Cetera Investment Advisers | 0.02% | Add +23.9% | 315,489 | $16.4M |
| CacheTech Inc. | 2.87% | Reduce -0.2% | 274,360 | $14.3M |
| Bar Harbor Wealth Management | 0.81% | Add +37.0% | 258,957 | $13.5M |
| Landing Point Financial Group, LLC | 6.93% | Add +5.7% | 255,721 | $13.3M |
| Goldstone Financial Group, LLC | 1.54% | Add +2.1% | 251,021 | $13.0M |
| Adams Wealth Management | 2.73% | Reduce -5.1% | 245,030 | $12.7M |
| AE Wealth Management LLC | 0.07% | Add +14.2% | 215,524 | $11.2M |
| MML Investors Services, LLC | 0.03% | Add +87.3% | 195,429 | $10.2M |
| Cascade Wealth Advisors, Inc | 4.86% | Add +36.4% | 190,491 | $9.9M |
| Ferguson Shapiro LLC | 2.96% | Add +16.6% | 175,781 | $9.1M |
| Constellation Investments, Inc. | 0.42% | Add +61.4% | 174,130 | $9.0M |
| NorthCoast Asset Management LLC | 0.03% | Add +0.1% | 171,071 | $8.9M |
| Assetmark, Inc. | 0.02% | Add +43.7% | 163,424 | $8.5M |
| Drive Wealth Management, LLC | 1.75% | New | 158,424 | $8.2M |
| Morgan Stanley | 0.00% | Add +8.6% | 156,798 | $8.1M |
| STAR Financial Bank | 4.50% | Add +134.3% | 146,349 | $7.6M |
| JPMorgan Chase & Co. | 0.00% | Add +4.0% | 141,784 | $7.4M |
| Vestmark Advisory Solutions, Inc. | 0.14% | Reduce -48.8% | 137,328 | $7.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -31.9% | 128,972 | $6.7M |
| Kickstand Ventures, Llc. | 1.40% | Add +10.8% | 122,483 | $6.4M |
| OneDigital Investment Advisors LLC | 0.06% | New | 119,836 | $6.2M |
| Citadel Advisors | 0.00% | Add +36.3% | 101,792 | $5.3M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +21.4% | 101,318 | $5.3M |
| Private Advisor Group, LLC | 0.03% | Add +17.3% | 98,313 | $5.1M |
| Pension & Wealth Management Advisors, Inc. | 1.45% | Add +595.4% | 88,325 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Add +72.9% | 85,618 | $4.5M |
| Oppenheimer & Co. Inc. | 0.04% | Add +16.6% | 70,567 | $3.7M |
| Diversify Advisory Services, LLC | 0.12% | Add +578.9% | 67,471 | $3.5M |
| Aureus Asset Management, LLC | 0.22% | No change | 66,403 | $3.5M |
| Mainsail Asset Management, LLC | 1.51% | Reduce -1.2% | 66,265 | $3.4M |
| Scotia Capital Inc. | 0.01% | New | 65,738 | $3.4M |
| Royal Bank of Canada | 0.00% | Add +26.6% | 61,771 | $3.2M |
| Ehrenkranz Partners L.P. | 2.81% | — | 61,601 | $3.2M |
| Allstate Corp. | 0.07% | Add +475.0% | 57,501 | $3.0M |
| Park Avenue Securities LLC | 0.02% | Add +63.2% | 53,992 | $2.8M |
| Equitable Holdings, Inc. | 0.02% | Add +571.2% | 53,026 | $2.8M |
| Bank of America Corp. | 0.00% | Reduce -84.0% | 52,554 | $2.7M |
| Tower Research Capital LLC (TRC) | 0.07% | New | 50,729 | $2.6M |
| United Capital Financial Advisors, LLC | 0.02% | New | 48,934 | $2.5M |
| Bank of Montreal | 0.00% | New | 48,791 | $2.5M |
| Fig Financial Advisory Services Inc. | 1.55% | Reduce -44.1% | 47,721 | $2.5M |
| Prevail Innovative Wealth Advisors, LLC | 0.48% | Add +20.3% | 47,609 | $2.5M |
| Toews Corp. | 0.34% | Reduce -5.6% | 45,500 | $2.4M |
| WESPAC Advisors, LLC | 1.32% | New | 43,601 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.1% | 42,706 | $2.2M |
| Parsons Capital Management Inc. | 0.12% | Reduce -10.6% | 41,765 | $2.2M |
| Truist Financial Corp. | 0.00% | Add +8.2% | 40,785 | $2.1M |
| IFP Advisors, Inc | 0.05% | Add +46.4% | 40,251 | $2.1M |
| JB Capital LLC | 0.08% | Add +24.5% | 36,471 | $1.9M |
| Rockport Wealth LLC | 0.39% | New | 36,421 | $1.9M |
| Brookwood Investment Group LLC | 0.24% | Add +8.6% | 35,599 | $1.8M |
| Black Swift Group, LLC | 0.32% | New | 35,410 | $1.8M |
| Heck Capital Advisors, LLC | 0.14% | Add +3.9% | 35,231 | $1.8M |
| SkyView Investment Advisors, LLC | 0.20% | New | 30,000 | $1.6M |
| Triumph Capital Management | 0.40% | Add +2.5% | 28,619 | $1.5M |
| Impact Partnership Wealth, LLC | 0.21% | Add +118.7% | 27,291 | $1.4M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -12.6% | 27,142 | $1.4M |
| Centennial Wealth Advisory LLC | 0.39% | Add +3.6% | 26,877 | $1.4M |
| Cox Capital Mgt LLC | 0.87% | Add +3.3% | 25,642 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +14.2% | 25,485 | $1.3M |
| Laffer Tengler Investments, Inc. | 0.25% | Add +21.9% | 25,227 | $1.3M |
| Triad Wealth Partners, LLC | 0.17% | Add +28.7% | 24,901 | $1.3M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.24% | No change | 24,177 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Add +19.9% | 23,693 | $1.2M |
| Bulwark Capital Corp | 0.95% | Add +133.9% | 23,591 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +29.9% | 23,564 | $1.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Add +19.7% | 23,258 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | New | 23,199 | $1.2M |
| Three Seasons Wealth, LLC | 0.12% | New | 22,999 | $1.2M |
| Captrust Financial Advisors | 0.00% | New | 21,190 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +1.2% | 21,017 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 20,469 | $1.1M |
| Weaver Consulting Group | 0.26% | Add +5.9% | 19,700 | $1.0M |
| Potentia Wealth | 0.39% | New | 19,696 | $1.0M |
| Flow Traders U.S. LLC | 0.04% | Add +4.0% | 19,577 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.6% | 18,694 | $968K |
| Heritage Family Offices, LLP | 0.45% | Add +14.4% | 18,517 | $962K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -2.5% | 18,026 | $937K |
| Stifel Financial Corp. | 0.00% | New | 16,894 | $878K |
| Optivise Advisory Services LLC | 0.52% | Add +1.6% | 16,773 | $872K |
| Groupe la Francaise | 0.01% | New | 19,400 | $858K |
| Schroder Investment Management Group | 0.00% | Add +10.4% | 16,498 | $857K |
| Elevation Point Wealth Partners, LLC | 0.06% | Add +3474.0% | 15,797 | $821K |
| Virtue Capital Management, LLC | 0.13% | New | 3,895 | $793K |
| BOS Asset Management, LLC | 0.21% | No change | 14,485 | $753K |
| Breakwater Capital Group | 0.10% | Add +38.8% | 13,390 | $696K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +87.8% | 13,305 | $691K |
| Invst, LLC | 0.07% | Add +21.5% | 12,631 | $656K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Reduce -11.8% | 12,218 | $635K |
| Transcend Capital Advisors, LLC | 0.04% | Reduce -0.3% | 11,183 | $581K |
| Nwam LLC | 0.03% | Add +0.1% | 11,065 | $573K |
| Advisory Services Network, LLC | 0.01% | New | 10,180 | $529K |
| Empire Financial Management Company, LLC | 0.12% | Reduce -6.1% | 10,065 | $523K |
"% 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.