BLACKROCK AAA CLO ETF (CLOA) Institutional Ownership Changes & 13F Activity
BLACKROCK AAA CLO ETF (CLOA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Betterment Llc, Keel Point, Llc, Stock Yards Bank & Trust Co, and Equitable Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -652,833 | -24.4% | 2,017,944 | $104.75M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -48,866 | -18.0% | 222,048 | $11.53M | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +2,250 | +51.1% | 6,652 | $345.29K | Q2 2026 | Sep 09, 2026 |
| Corient Private Wealth Llc | Sell | -2,559 | -20.4% | 10,000 | $519.10K | Q2 2026 | Aug 27, 2026 |
| Atx Financial Planning, Llc | Buy | +23,866 | +26.0% | 115,525 | $6.00M | Q2 2026 | Aug 20, 2026 |
| Stock Yards Bank & Trust Co | Buy | +123,196 | — | 123,196 | $6.40M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +7,978 | +38.0% | 28,949 | $1.50M | Q2 2026 | Aug 19, 2026 |
| Equitable Holdings, Inc. | Buy | +78,785 | +79.2% | 178,199 | $9.25M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -51,305 | -37.0% | 87,429 | $4.54M | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -3,158 | -20.9% | 11,972 | $621.51K | Q2 2026 | Aug 17, 2026 |
| Betterment Llc | Buy | +237,508 | +68.2% | 585,958 | $30.42M | Q2 2026 | Aug 14, 2026 |
| Keel Point, Llc | Buy | +206,054 | — | 206,054 | $10.70M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +74,487 | — | 74,487 | $3.87M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +70,617 | +93.6% | 146,087 | $7.58M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +54,885 | +177.2% | 85,857 | $4.46M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +46,612 | +726.9% | 53,024 | $2.75M | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, Llc | Buy | +17,903 | — | 17,903 | $929.35K | Q2 2026 | Aug 14, 2026 |
| Efg International Ag | Sell | -13,742 | -65.1% | 7,374 | $382.78K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +13,013 | +137.2% | 22,500 | $1.17M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Securities, Llc | Buy | +10,672 | — | 10,672 | $553.98K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +8,878 | — | 8,878 | $460.86K | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -7,522 | -29.8% | 17,685 | $918.05K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +5,037 | — | 5,037 | $261.45K | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Sell | -4,796 | -13.5% | 30,792 | $1.60M | Q2 2026 | Aug 14, 2026 |
| Aureus Asset Management, Llc | Buy | +4,101 | +5.8% | 74,935 | $3.89M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +3,828 | +5.3% | 75,501 | $3.92M | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +3,284 | +0.7% | 443,792 | $23.04M | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Sell | -2,678 | -11.5% | 20,630 | $1.07M | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Sell | -2,341 | -23.2% | 7,771 | $403.00K | Q2 2026 | Aug 14, 2026 |
| Empire Financial Management Company, Llc | Buy | +1,958 | +19.3% | 12,104 | $628.32K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about CLOA activity
Which institutional owners are buying CLOA?
Institutional owners buying CLOA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CLOA activity?
"Buy" means an investor increased their reported position in CLOA compared to the prior reporting period. This reflects growing exposure to BLACKROCK AAA CLO ETF (CLOA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CLOA increasing?
Institutional interest in CLOA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.