iShares Aaa Clo Act ETF-UsdiCLOAETF
13F holders, Q1 2026 (March 31)215holders +42
59new positions
15sold out
1famous investor
$51.70avg. 13F price*
At the end of Q1 2026, 215 institutions reported holding iShares Aaa Clo Act ETF-Usdi (CLOA) in their 13F filings, up 42 from Q4 2025. 59 opened new positions and 15 sold out. The largest holders were Richard Bernstein Advisors LLC ($320.7M), Envestnet Asset Management Inc. ($138.4M) and BlackRock, Inc. ($108.7M). 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 (Q1 2026)
- CUSIP
- 092528504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $415.1M |
| Exits | 15 | $36.3M |
All 13F filers, Q4 2025 → Q1 2026: 13,503,723 shares bought and 1,893,152 shares sold, net +11,610,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 215 holders
| Richard Bernstein Advisors LLC | 9.30% | New | 6,186,664 | $320.7M |
| Envestnet Asset Management Inc. | 0.04% | Add +57.3% | 2,670,777 | $138.4M |
| BlackRock, Inc. | 0.00% | Add +22.2% | 2,097,359 | $108.7M |
| LPL Financial LLC | 0.03% | Add +12.1% | 1,939,891 | $100.6M |
| Advocacy Wealth Management, LLC | 2.42% | Add +42.1% | 1,053,787 | $54.6M |
| Morgan Stanley | 0.00% | Add +233.2% | 825,489 | $42.8M |
| Cetera Investment Advisers | 0.03% | Add +31.3% | 587,388 | $30.4M |
| Inspirion Wealth Advisors, LLC | 3.64% | Add +12.7% | 563,343 | $29.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -53.1% | 537,727 | $27.9M |
| Pallas Capital Advisors LLC | 1.00% | Reduce -8.4% | 512,982 | $26.6M |
| CenturyLink Investment Management Co | 15.17% | New | 511,600 | $26.5M |
| MML Investors Services, LLC | 0.06% | Add +53.0% | 440,930 | $22.9M |
| Vestmark Advisory Solutions, Inc. | 0.25% | Add +57.1% | 440,508 | $22.8M |
| Betterment LLC | 0.03% | Add +7.5% | 348,450 | $18.1M |
| August Group Capital Ltd | 19.04% | Add +78.0% | 316,340 | $16.4M |
| Goldstone Financial Group, LLC | 1.71% | Add +15.1% | 303,923 | $15.8M |
| Landing Point Financial Group, LLC | 7.50% | Add +10.1% | 298,253 | $15.5M |
| OneDigital Investment Advisors LLC | 0.15% | Add +152.3% | 292,367 | $15.2M |
| Assetmark, Inc. | 0.03% | Add +38.8% | 289,664 | $15.0M |
| AE Wealth Management LLC | 0.08% | Add +18.4% | 274,373 | $14.2M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Add +43.8% | 270,914 | $14.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +26.5% | 258,633 | $13.4M |
| Elequin Capital, LP | 3.92% | Add +157687.1% | 317,152 | $12.6M |
| Cascade Wealth Advisors, Inc | 5.45% | Add +5.6% | 239,300 | $12.4M |
| CacheTech Inc. | 2.17% | Reduce -0.8% | 217,080 | $11.3M |
| STAR Financial Bank | 5.22% | Add +15.5% | 213,408 | $11.1M |
| Tower Research Capital LLC (TRC) | 0.27% | Add +219.1% | 200,422 | $10.4M |
| Prime Capital Investment Advisors, LLC | 0.12% | Add +566.3% | 195,748 | $10.1M |
| Adams Wealth Management | 2.22% | Add +1.1% | 195,397 | $10.1M |
| Cannon Capital Management, Inc. | 8.10% | Add +42.7% | 192,410 | $10.0M |
| NorthCoast Asset Management LLC | 0.23% | Add +6.1% | 188,349 | $9.8M |
| Ferguson Shapiro LLC | 2.91% | Reduce -22.0% | 184,065 | $9.5M |
| Drive Wealth Management, LLC | 1.96% | Reduce -17.8% | 179,552 | $9.3M |
| Bar Harbor Wealth Management | 0.53% | Reduce -38.4% | 175,508 | $9.1M |
| Macro Advisors, Inc. | 3.44% | — | 160,564 | $8.3M |
| Keel Point, LLC | 0.55% | New | 158,488 | $8.2M |
| Stifel Financial Corp. | 0.01% | Add +792.6% | 150,804 | $7.8M |
| ODonnell Financial Services, LLC | 2.65% | Add +6.3% | 148,631 | $7.7M |
| Elevation Point Wealth Partners, LLC | 0.17% | Add +805.9% | 140,420 | $7.3M |
| United Capital Financial Advisors, LLC | 0.04% | Add +176.8% | 138,734 | $7.2M |
| Pension & Wealth Management Advisors, Inc. | 2.12% | Add +31.7% | 138,133 | $7.2M |
| Diversify Wealth Management, LLC | 0.13% | Add +1560.1% | 137,374 | $7.1M |
| E6 Portfolios, LLC | 7.27% | Add +19.8% | 134,609 | $7.0M |
| Client First Capital LLC | 3.06% | New | 134,379 | $7.0M |
| Kickstand Ventures, Llc. | 1.36% | Reduce -2.2% | 124,539 | $6.5M |
| Bank of Montreal | 0.00% | Add +46.0% | 121,940 | $6.3M |
| UBS Group AG | 0.00% | New | 115,393 | $6.0M |
| Triad Wealth Partners, LLC | 0.47% | Add +91.0% | 114,010 | $5.9M |
| Potentia Wealth | 2.23% | Add +37.0% | 111,309 | $5.8M |
| Park Avenue Securities LLC | 0.04% | Add +45.6% | 110,155 | $5.7M |
| Equitable Holdings, Inc. | 0.03% | Add +37.3% | 99,414 | $5.1M |
| Meiji Yasuda Life Insurance Co | 0.17% | New | 98,000 | $5.1M |
| Private Advisor Group, LLC | 0.02% | Add +4.1% | 94,745 | $4.9M |
| ATX Financial Planning, LLC | 3.61% | Add +245.4% | 91,659 | $4.8M |
| JB Capital LLC | 0.18% | Add +36.2% | 86,557 | $4.5M |
| Allstate Corp. | 0.05% | Add +104.5% | 84,616 | $4.4M |
| Scotia Capital Inc. | 0.02% | Reduce -5.7% | 77,650 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -27.5% | 75,470 | $3.9M |
| Captrust Financial Advisors | 0.01% | Reduce -28.6% | 75,084 | $3.9M |
| Citadel Advisors | 0.00% | New | 72,608 | $3.8M |
| Raymond James Financial Inc. | 0.00% | Add +28.4% | 71,673 | $3.7M |
| Aureus Asset Management, LLC | 0.24% | Add +6.7% | 70,834 | $3.7M |
| Bulwark Capital Corp | 2.26% | Add +55.8% | 70,695 | $3.7M |
| Rockport Wealth LLC | 0.63% | Add +73.5% | 67,232 | $3.5M |
| NewEdge Wealth, LLC | 0.04% | New | 64,330 | $3.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.18% | Add +32.0% | 61,617 | $3.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 60,882 | $3.2M |
| HUB Investment Partners, LLC | 0.08% | New | 60,542 | $3.1M |
| Truist Financial Corp. | 0.00% | Reduce -3.3% | 58,295 | $3.0M |
| NorthRock Partners, LLC | 0.05% | Add +167.4% | 56,642 | $2.9M |
| Schroder Investment Management Group | 0.00% | Add +78.0% | 49,416 | $2.6M |
| J. Mark Nickell & Co. | 2.13% | Add +2.5% | 45,512 | $2.4M |
| Brookstone Capital Management | 0.02% | Reduce -2.9% | 41,021 | $2.1M |
| Toews Corp. | 0.81% | Reduce -6.9% | 40,500 | $2.1M |
| Northbridge Financial Group, LLC | 0.83% | Reduce -21.7% | 37,100 | $1.9M |
| IHT Wealth Management, LLC | 0.04% | New | 35,588 | $1.8M |
| Impact Partnership Wealth, LLC | 0.23% | Add +19.0% | 35,181 | $1.8M |
| Ehrlich Financial Group | 1.04% | New | 34,888 | $1.8M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +45.0% | 34,645 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.6% | 32,656 | $1.7M |
| Cox Capital Mgt LLC | 1.12% | Add +12.5% | 32,525 | $1.7M |
| Parsons Capital Management Inc. | 0.08% | Reduce -13.4% | 32,070 | $1.7M |
| IFP Advisors, Inc | 0.03% | Reduce -21.7% | 31,911 | $1.7M |
| Ameritas Advisory Services, LLC | 0.06% | New | 30,972 | $1.6M |
| Sovran Advisors, LLC | 0.12% | New | 29,900 | $1.6M |
| Mariner, LLC | 0.00% | New | 29,579 | $1.5M |
| Mainsail Asset Management, LLC | 0.69% | Reduce -28.6% | 29,455 | $1.5M |
| Centennial Wealth Advisory LLC | 0.37% | Add +3.0% | 29,275 | $1.5M |
| HM Payson & Co. | 0.02% | New | 29,066 | $1.5M |
| Independent Advisor Alliance | 0.02% | New | 28,829 | $1.5M |
| Laffer Tengler Investments, Inc. | 0.25% | Add +8.3% | 27,223 | $1.4M |
| Constellation Investments, Inc. | 0.05% | Reduce -65.4% | 27,000 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +24.0% | 25,207 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.01% | New | 24,364 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | New | 24,351 | $1.3M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.21% | Add +0.0% | 24,178 | $1.3M |
| Triumph Capital Management | 0.26% | Add +1.3% | 24,086 | $1.2M |
| Invst, LLC | 0.14% | Add +16.8% | 24,044 | $1.2M |
| Castle Rock Wealth Management, LLC | 0.27% | New | 23,886 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +21.6% | 23,308 | $1.2M |
"% 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.