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iShares AAA CLO Active ETF (CLOA) Institutional Ownership

iShares AAA CLO Active ETF logo
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Institutional Ownership Changes (13F Filings) for iShares AAA CLO Active ETF (NASDAQ:CLOA)

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$88.78M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$4.73M
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CLOA Institutional Buying and Selling by Quarter

iShares AAA CLO Active ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/22/2025Duncan Williams Asset Management LLC110,557$5.74M0.9%N/A0.591%
7/22/2025Kickstand Ventures LLC.110,557$5.74M1.3%+2.2%0.591%
7/9/2025 Bulwark Capital Corp10,085$524K0.4%N/A0.056%
5/9/2025Cary Street Partners Financial LLC31,062$1.61M0.1%-1.4%0.202%
5/9/2025Kickstand Ventures LLC.108,202$5.60M1.4%N/A0.703%
5/5/2025IFP Advisors Inc28,216$1.46M0.0%+89.7%0.183%
4/24/2025Sunbelt Securities Inc.5,732$297K0.0%N/A0.038%
4/24/2025Transcend Capital Advisors LLC28,215$1.46M0.1%+3.4%0.186%
4/9/2025 NBC Securities Inc.1,431$74K0.0%+143,000.0%0.009%
2/17/2025Colonial Trust Co SC4,877$252K0.0%-29.9%0.037%
2/17/2025Cary Street Partners Financial LLC31,512$1.63M0.1%N/A0.241%
2/14/2025Concourse Financial Group Securities Inc.83,782$4.35M0.2%+13.0%0.640%
2/12/2025JPMorgan Chase & Co.123,704$6.40M0.0%-10.2%0.944%
2/5/2025Kohmann Bosshard Financial Services LLC500$26K0.0%N/A0.004%
2/4/2025IFP Advisors Inc14,876$770K0.0%+1.3%0.115%
2/3/2025First Horizon Advisors Inc.1,187$61K0.0%-29.8%0.009%
2/3/2025Transcend Capital Advisors LLC27,275$1.41M0.1%-38.4%0.211%
1/13/2025PSI Advisors LLC916$47K0.0%+76.2%0.007%
12/26/2024JPMorgan Chase & Co.137,819$7.16M0.0%+152.3%1.264%
11/15/2024Aureus Asset Management LLC48,502$2.52M0.2%+482.9%0.445%
11/14/2024Flow Traders U.S. LLC33,734$1.75M0.1%-61.8%0.309%
11/12/2024Icon Wealth Advisors LLC10,287$535K0.0%-18.7%0.094%
11/8/2024First Horizon Advisors Inc.1,690$88K0.0%+45.7%0.016%
10/10/2024Concourse Financial Group Securities Inc.74,123$3.85M0.2%+4.7%0.780%
10/9/2024 Freestate Advisors LLC4,964$258K0.3%N/A0.052%
10/8/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors19,172$996K0.1%+71.8%0.202%
10/8/2024Brookstone Capital Management143,924$7.48M0.1%+3.5%1.515%
10/3/2024 Park Avenue Securities LLC54,521$2.83M0.0%+43.5%0.708%
8/22/2024Cetera Investment Advisers37,301$1.94M0.0%N/A0.484%
8/21/2024 Truist Financial Corp23,537$1.22M0.0%N/A0.306%
8/16/2024High Falls Advisors Inc9,854$512K0.1%N/A0.128%
8/16/2024Invst LLC11,131$576K0.1%N/A0.145%
8/10/2024Axxcess Wealth Management LLC20,725$1.08M0.0%N/A0.269%
8/9/2024 SigFig Wealth Management LLC4,571$237K0.0%N/A0.059%
8/9/2024Ocean Park Asset Management LLC25,200$1.31M0.1%+265.2%0.327%
8/8/2024Envestnet Asset Management Inc.822,748$42.73M0.0%N/A10.685%
8/8/2024Oppenheimer & Co. Inc.36,293$1.89M0.0%N/A0.471%
8/6/2024Ausdal Financial Partners Inc.6,142$319K0.0%N/A0.080%
8/6/2024 Chris Bulman Inc2,823$147K0.1%N/A0.037%
8/5/2024LGT Financial Advisors LLC2,195$114K0.2%N/A0.029%
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8/1/2024Family Asset Management LLC19,547$1.02M0.7%N/A0.254%
7/31/2024Commonwealth Equity Services LLC156,673$8.14M0.0%N/A2.117%
7/30/2024 Elwood & Goetz Wealth Advisory Group LLC22,248$1.16M0.3%N/A0.301%
7/30/2024 Heritage Family Offices LLP17,829$926K0.5%N/A0.232%
7/29/2024 Ameritas Advisory Services LLC22,900$1.19M0.0%N/A0.309%
7/24/2024JB Capital LLC18,342$953K0.1%N/A0.278%
7/23/2024Concourse Financial Group Securities Inc.70,815$3.68M0.2%N/A1.073%
7/22/2024Atria Wealth Solutions Inc.18,740$973K0.0%N/A0.284%
7/22/2024 Fifth Third Bancorp10,472$544K0.0%N/A0.159%
7/22/2024 Pallas Capital Advisors LLC155,627$8.07M0.3%+16.1%2.432%
7/20/2024First Horizon Advisors Inc.1,160$60K0.0%N/A0.018%
7/19/2024Toews Corp ADV38,500$2M0.3%-7.9%0.602%
7/18/2024Brookstone Capital Management139,016$7.21M0.1%N/A2.172%
7/16/2024Envestnet Portfolio Solutions Inc.73,523$3.82M0.0%N/A1.167%
7/16/2024 Wealth Enhancement Advisory Services LLC7,955$413K0.0%+10.8%0.126%
7/16/2024 Cox Capital Mgt LLC11,329$588K0.4%N/A0.180%
7/12/2024Diversify Advisory Services LLC12,343$639K0.0%N/A0.202%
7/9/2024 Park Avenue Securities LLC37,997$1.97M0.0%N/A0.623%
7/2/2024Transcend Capital Advisors LLC27,042$1.41M0.1%+45.8%0.644%
5/20/2024Adams Wealth Management190,638$9.86M2.4%+19.2%4.539%
5/17/2024Comerica Bank9,025$467K0.0%N/A0.215%
4/18/2024Toews Corp ADV41,800$2.16M0.4%N/A1.020%
2/12/2024Adams Wealth Management159,993$8.20M2.4%+6.5%10.000%
2/2/2024Private Wealth Partners LLC11,000$564K0.0%N/A0.688%
1/22/2024 Pallas Capital Advisors LLC29,781$1.53M0.1%+66.6%2.291%
1/16/2024Wealthsource Partners LLC11,118$570K0.0%+37.1%0.855%
11/13/2023Wright Fund Management LLC6,900$354K0.0%N/A0.627%
11/13/2023Wealthsource Partners LLC8,110$416K0.0%N/A0.737%
9/1/2023Portside Wealth Group LLC7,532$383K0.0%N/A0.942%
8/11/2023Schroder Investment Management Group16,348$832K0.0%N/A2.044%
8/9/2023Flow Traders U.S. LLC26,075$1.33M0.1%N/A3.259%
8/2/2023Bank of Montreal Can11,573$589K0.0%N/A1.447%
8/1/2023Portside Wealth Group LLC7,532$383K0.0%N/A0.942%
(Data available from 1/1/2016 forward)

CLOA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CLOA shares?

During the previous two years, 55 institutional investors and hedge funds held shares of iShares AAA CLO Active ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($42.73M), Adams Wealth Management ($9.86M), Commonwealth Equity Services LLC ($8.14M), Pallas Capital Advisors LLC ($8.07M), Brookstone Capital Management ($7.48M), JPMorgan Chase & Co. ($6.40M), and Kickstand Ventures LLC. ($5.74M).Learn more on iShares AAA CLO Active ETF's institutional investors.

Which institutional investors have been buying iShares AAA CLO Active ETF's stock?

Of the 53 institutional investors that purchased iShares AAA CLO Active ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($822.75K), Commonwealth Equity Services LLC ($156.67K), Brookstone Capital Management ($143.92K), Duncan Williams Asset Management LLC ($110.56K), Kickstand Ventures LLC. ($110.56K), Concourse Financial Group Securities Inc. ($83.78K), and JPMorgan Chase & Co. ($83.20K).

How much institutional buying is happening at iShares AAA CLO Active ETF?

Institutional investors have bought a total of 1,709,692 shares in the last 24 months. This purchase volume represents approximately $88.78M in transactions.

Which of iShares AAA CLO Active ETF's major shareholders have been selling company stock?

The following institutional investors have sold iShares AAA CLO Active ETF stock in the last 24 months: Flow Traders U.S. LLC ($54.56K), Transcend Capital Advisors LLC ($17.00K), JPMorgan Chase & Co. ($14.12K), Icon Wealth Advisors LLC ($2.36K), Colonial Trust Co SC ($2.09K), First Horizon Advisors Inc. ($503.00), and Cary Street Partners Financial LLC ($450.00).

How much institutional selling is happening at iShares AAA CLO Active ETF?

Institutional investors have sold a total of 91,072 shares in the last 24 months. This volume of shares sold represents approximately $4.73M in transactions.


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This page (NASDAQ:CLOA) was last updated on 7/23/2025 by MarketBeat.com Staff
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