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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Vestmark Advisory Solutions, Inc., Tower Research Capital Llc (Trc), United Capital Financial Advisors, Llc, and Citadel Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnBuy+1,507+290.9%2,025$104.97KQ1 2026Jul 08, 2026
Newedge Advisors, LlcSell-10,454-70.3%4,420$534.77KQ1 2026May 18, 2026
Arkadios Wealth AdvisorsBuy+4,152+36.1%15,664$811.98KQ1 2026May 18, 2026
Empire Financial Management Company, LlcBuy+1,250+14.1%10,146$525.92KQ1 2026May 18, 2026
Sunbelt Securities, Inc.Buy+3+0.5%631$32.68KQ1 2026May 18, 2026
Morgan StanleyBuy+577,709+233.2%825,489$42.79MQ1 2026May 15, 2026
Vestmark Advisory Solutions, Inc.Buy+160,168+57.1%440,508$22.83MQ1 2026May 15, 2026
Tower Research Capital Llc (Trc)Buy+137,607+219.1%200,422$10.39MQ1 2026May 15, 2026
United Capital Financial Advisors, LlcBuy+88,606+176.8%138,734$7.20MQ1 2026May 15, 2026
Citadel Advisors LlcBuy+72,608—72,608$3.76MQ1 2026May 15, 2026
Hub Investment Partners, LlcBuy+60,542—60,542$3.14MQ1 2026May 15, 2026
Susquehanna International Group, LlpSell-59,188-86.5%9,222$478.02KQ1 2026May 15, 2026
Royal Bank Of CanadaSell-44,003-82.3%9,487$491.00KQ1 2026May 15, 2026
Iht Wealth Management, LlcBuy+35,588—35,588$1.84MQ1 2026May 15, 2026
Northrock Partners, LlcBuy+35,458+167.4%56,642$2.94MQ1 2026May 15, 2026
Captrust Financial AdvisorsSell-30,146-28.6%75,084$3.89MQ1 2026May 15, 2026
Osaic Holdings, Inc.Sell-28,656-27.5%75,470$3.91MQ1 2026May 15, 2026
Equitable Holdings, Inc.Buy+27,022+37.3%99,414$5.14MQ1 2026May 15, 2026
Efg International AgBuy+21,116—21,116$1.09MQ1 2026May 15, 2026
Veltria Advisors Corp.Buy+17,852—17,852$925.18KQ1 2026May 15, 2026
Advisory Services Network, LlcBuy+9,604+95.2%19,696$1.02MQ1 2026May 15, 2026
Ieq Capital, LlcBuy+8,385—8,385$434.61KQ1 2026May 15, 2026
Gateway Wealth Partners, LlcBuy+8,146—8,146$422.30KQ1 2026May 15, 2026
Transamerica Financial Advisors, LlcBuy+4,960+48.8%15,130$784.30KQ1 2026May 15, 2026
Bison Wealth, LlcBuy+4,490—4,490$233.00KQ1 2026May 15, 2026
Huntington National BankBuy+4,463+140.5%7,639$395.97KQ1 2026May 15, 2026
Integrated Wealth Concepts LlcBuy+4,402—4,402$228.15KQ1 2026May 15, 2026
Xtx Topco LtdBuy+4,010—4,010$207.86KQ1 2026May 15, 2026
J. Mark Nickell & Co.Sell-3,091-7.0%41,299$2.14MQ1 2026May 15, 2026
Synergy Investment Management, LlcBuy+2,680+40.1%9,360$485.19KQ1 2026May 15, 2026
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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.