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iShares AAA CLO Active ETF (CLOA) Institutional Ownership

iShares AAA CLO Active ETF logo
$51.83 +0.01 (+0.02%)
As of 06/5/2026 03:59 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$75.53M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$4.39M
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Skip Chart & View Institutional Buying and Selling Data

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
5/19/2026 Arkadios Wealth Advisors15,664$812K0.0%+36.1%0.039%
5/18/2026 EverSource Wealth Advisors LLC865$45K0.0%N/A0.002%
5/13/2026 Aureus Asset Management LLC70,834$3.67M0.2%+6.7%0.178%
5/8/2026 PNC Financial Services Group Inc.13,731$712K0.0%+25.4%0.035%
5/6/2026 Cornerstone Planning Group LLC497$26K0.0%N/A0.001%
5/5/2026 Bank of New York Mellon Corp22,688$1.18M0.0%-19.4%0.057%
4/30/2026 Beacon Financial Group18,905$980K0.1%+3.8%0.048%
4/22/2026 Janney Montgomery Scott LLC14,865$771K0.0%+73.7%0.037%
4/22/2026 Venturi Wealth Management LLC5,920$307K0.0%N/A0.015%
2/20/2026 Sunbelt Securities Inc.628$33K0.0%-87.0%0.002%
2/18/2026 SkyView Investment Advisors LLC10,000$517K0.1%-66.7%0.036%
2/17/2026 Captrust Financial Advisors105,230$5.45M0.0%+396.6%0.376%
2/16/2026 Icon Wealth Advisors LLC11,315$585K0.0%+30.4%0.040%
2/13/2026 Arkadios Wealth Advisors11,512$596K0.0%N/A0.041%
2/12/2026 Colonial Trust Co SC4,357$225K0.0%+94.0%0.016%
2/11/2026 Janney Montgomery Scott LLC8,557$443K0.0%+24.6%0.031%
2/11/2026 JPMorgan Chase & Co.1,145,717$59.29M0.0%+708.1%4.092%
2/11/2026 Landing Point Financial Group LLC270,956$14.02M7.0%+6.0%0.968%
2/9/2026 Huntington National Bank3,176$164K0.0%+22.5%0.011%
2/9/2026 Cary Street Partners Financial LLC24,573$1.27M0.0%-9.5%0.088%
2/6/2026 PNC Financial Services Group Inc.10,950$567K0.0%+187.4%0.039%
2/6/2026 Synergy Investment Management LLC6,680$346K0.1%N/A0.024%
1/29/2026 Kickstand Ventures LLC.127,331$6.59M1.4%+4.0%0.460%
1/26/2026 Private Trust Co. NA1,081$56K0.0%+87.7%0.004%
1/23/2026 Farther Finance Advisors LLC596$31K0.0%N/A0.002%
1/23/2026 Transcend Capital Advisors LLC7,511$389K0.0%-32.8%0.028%
1/20/2026 Kelleher Financial Advisors2,163$112K0.0%N/A0.008%
1/14/2026 Cox Capital Mgt LLC28,922$1.50M0.9%+12.8%0.109%
1/12/2026 Bulwark Capital Corp45,373$2.35M1.7%+92.3%0.171%
1/1/2026 JPMorgan Chase & Co.141,784$7.37M0.0%+4.0%0.517%
11/19/2025 Sunbelt Securities Inc.4,833$251K0.0%N/A0.018%
11/17/2025 NewEdge Advisors LLC4,827$251K0.0%-80.9%0.018%
11/17/2025 Triumph Capital Management28,619$1.49M0.4%+2.5%0.104%
11/17/2025 United Capital Financial Advisors LLC48,934$2.54M0.0%N/A0.179%
11/17/2025 Kickstand Ventures LLC.122,483$6.37M1.4%+10.8%0.447%
11/17/2025 Flow Traders U.S. LLC19,577$1.02M0.0%+4.0%0.071%
11/14/2025 Imprint Wealth LLC1,292$67K0.2%N/A0.005%
11/12/2025 Landing Point Financial Group LLC255,721$13.29M6.9%+5.7%0.933%
11/10/2025 Cary Street Partners Financial LLC27,142$1.41M0.0%-12.6%0.099%
11/7/2025 JPMorgan Chase & Co.141,784$7.37M0.0%+4.0%0.517%
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11/7/2025 PNC Financial Services Group Inc.3,810$198K0.0%+93.2%0.014%
10/24/2025ORG Partners LLC8,513$442K0.1%N/A0.031%
10/15/2025 Private Trust Co. NA576$30K0.0%N/A0.002%
10/14/2025 Bulwark Capital Corp23,591$1.23M1.0%+133.9%0.090%
10/8/2025 Cox Capital Mgt LLC25,642$1.33M0.9%+3.3%0.100%
8/14/2025 NewEdge Advisors LLC25,240$1.31M0.0%-22.5%0.127%
8/13/2025 Flow Traders U.S. LLC18,822$977K0.0%N/A0.095%
8/12/2025 JPMorgan Chase & Co.136,347$7.08M0.0%+2.5%0.689%
8/6/2025First Horizon Advisors Inc.581$30K0.0%+51.7%0.003%
8/5/2025 Huntington National Bank2,593$135K0.0%+30.5%0.013%
8/1/2025 Transcend Capital Advisors LLC11,213$582K0.0%-60.3%0.057%
7/22/2025 Duncan Williams Asset Management LLC110,557$5.74M0.9%N/A0.591%
7/22/2025 Kickstand 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%
4/9/2025NBC 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%
10/9/2024Freestate 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%
10/3/2024Park Avenue Securities LLC54,521$2.83M0.0%+43.5%0.708%
8/22/2024Cetera Investment Advisers37,301$1.94M0.0%N/A0.484%
8/21/2024Truist 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%
8/9/2024SigFig 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%
8/6/2024Chris Bulman Inc2,823$147K0.1%N/A0.037%
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8/5/2024LGT Financial Advisors LLC2,195$114K0.2%N/A0.029%
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%
7/30/2024Elwood & Goetz Wealth Advisory Group LLC22,248$1.16M0.3%N/A0.301%
7/30/2024Heritage Family Offices LLP17,829$926K0.5%N/A0.232%
7/29/2024Ameritas 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%
7/22/2024Fifth Third Bancorp10,472$544K0.0%N/A0.159%


CLOA Institutional Ownership - Frequently Asked Questions

During the previous two years, 68 institutional investors and hedge funds held shares of iShares AAA CLO Active ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($59.29M), Envestnet Asset Management Inc. ($42.73M), Landing Point Financial Group LLC ($14.02M), Commonwealth Equity Services LLC ($8.14M), Pallas Capital Advisors LLC ($8.07M), Brookstone Capital Management ($7.48M), and Kickstand Ventures LLC. ($6.59M).Learn more on iShares AAA CLO Active ETF's institutional investors.

Of the 64 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: JPMorgan Chase & Co. ($1.10M), Envestnet Asset Management Inc. ($822.75K), Commonwealth Equity Services LLC ($156.67K), Brookstone Capital Management ($143.92K), Kickstand Ventures LLC. ($127.33K), Duncan Williams Asset Management LLC ($110.56K), and Captrust Financial Advisors ($84.04K).

Institutional investors have bought a total of 1,458,729 shares in the last 24 months. This purchase volume represents approximately $75.53M in transactions.

The following institutional investors have sold iShares AAA CLO Active ETF stock in the last 24 months: NewEdge Advisors LLC ($27.75K), Transcend Capital Advisors LLC ($20.67K), SkyView Investment Advisors LLC ($20K), Cary Street Partners Financial LLC ($6.49K), Bank of New York Mellon Corp ($5.46K), and Sunbelt Securities Inc. ($4.21K).

Institutional investors have sold a total of 84,582 shares in the last 24 months. This volume of shares sold represents approximately $4.39M in transactions.


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This page (NASDAQ:CLOA) was last updated on 6/7/2026 by MarketBeat.com Staff.
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