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 |
| Cary Street Partners Financial LLC | 0.03% | Reduce -7.4% | 22,763 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -19.4% | 22,688 | $1.2M |
| EFG International AG | 0.02% | New | 21,116 | $1.1M |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -14.9% | 20,971 | $1.1M |
| Brookwood Investment Group LLC | 0.14% | Reduce -44.6% | 20,566 | $1.1M |
| SHP Wealth Management | 0.08% | Add +26.8% | 20,018 | $1.0M |
| Advisory Services Network, LLC | 0.01% | Add +95.2% | 19,696 | $1.0M |
| Maridea Wealth Management LLC | 0.15% | New | 19,601 | $1.0M |
| BOS Asset Management, LLC | 0.26% | No change | 19,337 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.3% | 19,136 | $990K |
| Beacon Financial Group | 0.10% | Add +3.8% | 18,905 | $980K |
| Weaver Consulting Group | 0.23% | No change | 18,700 | $969K |
| Black Swift Group, LLC | 0.17% | Reduce -34.3% | 18,280 | $948K |
| Veltria Advisors Corp. | 3.08% | New | 17,852 | $925K |
| Breakwater Capital Group | 0.12% | Reduce -17.6% | 17,775 | $921K |
| Optivise Advisory Services LLC | 0.56% | Reduce -0.9% | 17,759 | $921K |
| Focused Alpha, LLC | 0.26% | Add +14.9% | 16,404 | $850K |
| Perigon Wealth Management, LLC | 0.02% | New | 16,090 | $834K |
| Arkadios Wealth Advisors | 0.01% | Add +36.1% | 15,664 | $812K |
| Panoramic Investment Advisors, LLC | 0.43% | Add +14.8% | 15,191 | $787K |
| Transamerica Financial Advisors, LLC | 0.07% | Add +48.8% | 15,130 | $784K |
| Janney Montgomery Scott LLC | 0.00% | Add +73.7% | 14,865 | $771K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.5% | 14,651 | $759K |
| Two West Capital Advisors LLC | 0.40% | Add +179.6% | 14,619 | $759K |
| GeoWealth Management, LLC | 0.03% | Add +56.0% | 13,792 | $715K |
| PNC Financial Services Group, Inc. | 0.00% | Add +25.4% | 13,731 | $712K |
| Icon Wealth Advisors, LLC | 0.04% | Add +14.9% | 12,999 | $675K |
| Corient Private Wealth LP | 0.00% | No change | 12,559 | $651K |
| Heritage Family Offices, LLP | 0.28% | Reduce -32.9% | 12,380 | $642K |
| Nwam LLC | 0.04% | Add +8.9% | 11,990 | $622K |
| Fifth Third Bancorp | 0.00% | New | 11,959 | $620K |
| WESPAC Advisors, LLC | 0.33% | Reduce -62.8% | 11,532 | $598K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Add +12.2% | 11,328 | $587K |
| Graham Capital Wealth Management, LLC | 0.51% | Add +13.7% | 11,024 | $571K |
| HRT Financial LP | 0.00% | New | 10,744 | $556K |
| Skyline Advisors, Inc. | 0.19% | New | 10,571 | $548K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +23.9% | 10,257 | $532K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 10,239 | $531K |
| Empire Financial Management Company, LLC | 0.12% | Add +14.1% | 10,146 | $526K |
| World Investment Advisors | 0.01% | Add +14.0% | 10,112 | $524K |
| New England Private Wealth Advisors LLC | 0.06% | No change | 10,000 | $518K |
| Quantinno Capital Management LP | 0.00% | No change | 10,000 | $518K |
| SigFig Wealth Management, LLC | 0.01% | Add +28.6% | 9,838 | $510K |
| Eagle Global Advisors LLC | 0.02% | Reduce -1.5% | 9,660 | $501K |
| Union Bancaire Privee, UBP SA | 0.01% | No change | 9,615 | $498K |
| Keebeck Wealth Management | 0.06% | New | 9,610 | $498K |
| Ballast Rock Private Wealth LLC | 0.27% | New | 9,535 | $494K |
| Royal Bank of Canada | 0.00% | Reduce -82.3% | 9,487 | $491K |
| Synergy Investment Management, LLC | 0.16% | Add +40.1% | 9,360 | $485K |
| Susquehanna International Group, LLP | 0.00% | Reduce -86.5% | 9,222 | $478K |
| Ieq Capital, LLC | 0.00% | New | 8,385 | $435K |
| Gateway Wealth Partners, LLC | 0.02% | New | 8,146 | $422K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +29.9% | 8,018 | $416K |
| Transcend Capital Advisors, LLC | 0.03% | Add +0.5% | 7,548 | $391K |
| Merit Financial Group, LLC | 0.00% | Add +8.9% | 7,359 | $381K |
| Able Wealth Management LLC | 0.10% | New | 7,034 | $365K |
| Cerity Partners LLC | 0.00% | Reduce -26.4% | 6,728 | $349K |
| Dynasty Wealth Management, LLC | 0.00% | New | 6,702 | $347K |
| Lockerman Financial Group, Inc. | 0.61% | Add +20.7% | 6,496 | $337K |
| Mutual Advisors, LLC | 0.01% | New | 6,412 | $332K |
| Guidance Point Advisors, LLC | 0.08% | New | 6,207 | $322K |
| Simplicity Wealth,LLC | 0.02% | New | 5,938 | $308K |
| Venturi Wealth Management, LLC | 0.01% | New | 5,920 | $307K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +64.0% | 5,755 | $298K |
| Geneos Wealth Management Inc. | 0.01% | Add +169.2% | 5,717 | $296K |
| GC Wealth Management RIA, LLC | 0.01% | New | 5,552 | $288K |
| Elm3 Financial Group, LLC | 0.24% | Reduce -6.4% | 5,549 | $288K |
| Liberty Atlantic Advisors LLC | 0.24% | New | 5,487 | $284K |
| Fortis Advisors, LLC | 0.14% | Add +18.7% | 5,417 | $281K |
| Colonial Trust Co / SC | 0.04% | Add +22.1% | 5,320 | $276K |
| Vision Retirement, LLC | 0.08% | Add +1.6% | 5,157 | $267K |
| Spectrum Planning & Advisory Services Inc. | 0.13% | New | 5,060 | $262K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 4,976 | $258K |
| Silverlake Wealth Management LLC | 0.05% | New | 4,924 | $255K |
| GWN Securities Inc. | 0.05% | Add +15.5% | 4,749 | $246K |
| Bison Wealth, LLC | 0.02% | New | 4,490 | $233K |
| Visionary Horizons, LLC | 0.11% | New | 4,484 | $232K |
| SteelPeak Wealth, LLC | 0.01% | New | 4,465 | $231K |
| Integrated Wealth Concepts LLC | 0.00% | New | 4,402 | $228K |
| ONE Advisory Partners, LLC | 0.07% | New | 4,106 | $213K |
| XTX Topco Ltd | 0.00% | New | 4,010 | $208K |
| Embree Financial Group | 0.02% | New | 3,992 | $207K |
| Kelleher Financial Advisors | 0.03% | Add +8.9% | 2,356 | $122K |
| Reicon Wealth Advisors, LLC | 0.09% | Add +14.1% | 2,351 | $122K |
| International Assets Investment Management, LLC | 0.01% | New | 2,065 | $107K |
| Wells Fargo & Company | 0.00% | Add +290.9% | 2,025 | $105K |
| Spire Wealth Management | 0.00% | No change | 2,000 | $104K |
| Smartleaf Asset Management LLC | 0.00% | New | 1,880 | $97K |
| Cary Street Partners Investment Advisory LLC | 0.02% | No change | 1,780 | $92K |
| Private Trust Co. NA | 0.01% | Add +58.6% | 1,715 | $89K |
| Cwm, LLC | 0.00% | Add +5632.0% | 1,433 | $74K |
| National Bank of Canada | 0.00% | No change | 1,264 | $66K |
| Rossby Financial, LCC | 0.01% | Add +351.0% | 1,177 | $61K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 865 | $45K |
| Lanark Financial, Inc. | 0.00% | Reduce -57.6% | 733 | $38K |
| Signature Equity Partners, LLC | 0.02% | Add +111.3% | 712 | $37K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.5% | 631 | $33K |
| Axiom Investment Management LLC | 0.02% | — | 609 | $32K |
| Clayton Financial Group LLC | 0.02% | No change | 579 | $30K |
| Ogorek Anthony Joseph /NY/ | 0.01% | New | 567 | $29K |
| Cornerstone Planning Group LLC | 0.00% | New | 497 | $26K |
| Imprint Wealth LLC | 0.08% | No change | 354 | $18K |
| Ascentis Independent Advisors | 0.00% | New | 290 | $15K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.7% | 280 | $15K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 216 | $11K |
| Signaturefd, LLC | 0.00% | New | 190 | $10K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 142 | $7K |
| Allworth Financial LP | 0.00% | No change | 110 | $6K |
| 2UniFi Bank | 0.00% | No change | 97 | $5K |
| Hantz Financial Services, Inc. | 0.00% | Add +950.0% | 63 | $3K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 49 | $3K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -76.8% | 22 | $1K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -96.6% | 20 | $1K |
| CoreCap Advisors, LLC | 0.00% | No change | 9 | $467 |
| Destiny Wealth Partners, LLC | 0.00% | New | 7 | $363 |
"% 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.