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iShares AAA CLO Active ETF (CLOA) Institutional Ownership

iShares AAA CLO Active ETF logo
$51.84 +0.02 (+0.04%)
As of 10:45 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares AAA CLO Active ETF (NASDAQ:CLOA)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$70.55M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$3.50M
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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
7/6/2026 Bulwark Capital Corp98,567$5.12M2.9%+39.4%0.235%
5/19/2026Arkadios Wealth Advisors15,664$812K0.0%+36.1%0.039%
5/18/2026 EverSource Wealth Advisors LLC865$45K0.0%N/A0.002%
5/13/2026Aureus Asset Management LLC70,834$3.67M0.2%+6.7%0.178%
5/8/2026PNC Financial Services Group Inc.13,731$712K0.0%+25.4%0.035%
5/6/2026 Cornerstone Planning Group LLC497$26K0.0%N/A0.001%
5/5/2026Bank 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%
2/20/2026Sunbelt Securities Inc.628$33K0.0%-87.0%0.002%
2/18/2026SkyView Investment Advisors LLC10,000$517K0.1%-66.7%0.036%
2/17/2026Captrust Financial Advisors105,230$5.45M0.0%+396.6%0.376%
2/16/2026 Icon Wealth Advisors LLC11,315$585K0.0%+30.4%0.040%
2/13/2026Arkadios Wealth Advisors11,512$596K0.0%N/A0.041%
2/12/2026Colonial Trust Co SC4,357$225K0.0%+94.0%0.016%
2/11/2026 Janney Montgomery Scott LLC8,557$443K0.0%+24.6%0.031%
2/11/2026JPMorgan Chase & Co.1,145,717$59.29M0.0%+708.1%4.092%
2/11/2026Landing Point Financial Group LLC270,956$14.02M7.0%+6.0%0.968%
2/9/2026Huntington 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%
2/6/2026PNC Financial Services Group Inc.10,950$567K0.0%+187.4%0.039%
2/6/2026Synergy 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%
1/20/2026Kelleher 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%
1/1/2026JPMorgan Chase & Co.141,784$7.37M0.0%+4.0%0.517%
11/19/2025Sunbelt Securities Inc.4,833$251K0.0%N/A0.018%
11/17/2025NewEdge Advisors LLC4,827$251K0.0%-80.9%0.018%
11/17/2025 Triumph Capital Management28,619$1.49M0.4%+2.5%0.104%
11/17/2025United 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%
11/17/2025Flow Traders U.S. LLC19,577$1.02M0.0%+4.0%0.071%
11/14/2025Imprint Wealth LLC1,292$67K0.2%N/A0.005%
11/12/2025Landing 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%
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11/7/2025JPMorgan Chase & Co.141,784$7.37M0.0%+4.0%0.517%
11/7/2025PNC 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%
8/14/2025NewEdge Advisors LLC25,240$1.31M0.0%-22.5%0.127%
8/13/2025Flow Traders U.S. LLC18,822$977K0.0%N/A0.095%
8/12/2025JPMorgan Chase & Co.136,347$7.08M0.0%+2.5%0.689%
8/6/2025First Horizon Advisors Inc.581$30K0.0%+51.7%0.003%
8/5/2025Huntington 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%
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8/6/2024Chris Bulman Inc2,823$147K0.1%N/A0.037%
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%


CLOA Institutional Ownership - Frequently Asked Questions

During the previous two years, 52 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), Brookstone Capital Management ($7.48M), Kickstand Ventures LLC. ($6.59M), Duncan Williams Asset Management LLC ($5.74M), and Captrust Financial Advisors ($5.45M).Learn more on iShares AAA CLO Active ETF's institutional investors.

Of the 49 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), Kickstand Ventures LLC. ($127.33K), Duncan Williams Asset Management LLC ($110.56K), Captrust Financial Advisors ($84.04K), Bulwark Capital Corp ($73.25K), and United Capital Financial Advisors LLC ($48.93K).

Institutional investors have bought a total of 1,362,800 shares in the last 24 months. This purchase volume represents approximately $70.55M in transactions.

The following institutional investors have sold iShares AAA CLO Active ETF stock in the last 24 months: NewEdge Advisors LLC ($27.75K), SkyView Investment Advisors LLC ($20K), Cary Street Partners Financial LLC ($6.49K), Bank of New York Mellon Corp ($5.46K), Sunbelt Securities Inc. ($4.21K), and Transcend Capital Advisors LLC ($3.67K).

Institutional investors have sold a total of 67,580 shares in the last 24 months. This volume of shares sold represents approximately $3.50M in transactions.


Related Companies

Institutional ownership data for NASDAQ:CLOA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/6/2026. New 13F filings are added each quarter as they're published.
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