Who Owns CLOA?
iShares AAA CLO Active ETF — Institutional Ownership & 13F Holdings
$51.92
+0.01 (+0.03%)
Market Cap
$1.1B
Shares Outstanding
22,092,502
Institutional Holders
105
Total Inst. Value
$292.3M
% of Float Held
—
QoQ Holder Change
+86
Institutional data as of Q1 2025
New Positions
45
Closed Positions
12
Increased
27
Decreased
29
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BlackRock, Inc. | $62.2M | 1,200,348 |
| 2 | Advocacy Wealth Management, LLCNew | $25.3M | 488,693 |
| 3 | Pallas Capital Advisors LLC | $22.5M | 435,384 |
| 4 | WJ Wealth Management, LLCNew | $19.9M | 384,983 |
| 5 | CacheTech Inc. | $16.7M | 341,456 |
| 6 | Adams Wealth Management | $16.7M | 322,807 |
| 7 | Landing Point Financial Group, LLCNew | $12.0M | 231,382 |
| 8 | Proficio Capital Partners LLCNew | $8.6M | 167,085 |
| 9 | Cetera Investment Advisers | $8.3M | 160,388 |
| 10 | Constellation Investments, Inc.New | $7.8M | 151,000 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Advocacy Wealth Management, LLCNew | +489K | $25.3M |
| Pallas Capital Advisors LLC | +44K | $22.5M |
| WJ Wealth Management, LLCNew | +385K | $19.9M |
| CacheTech Inc. | +21K | $16.7M |
| Adams Wealth Management | +15K | $16.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -469K | $24K |
| BANK OF AMERICA CORP /DE/ | -408K | $50K |
| COMMONWEALTH EQUITY SERVICES, LLC | -109K | $5K |
| ROYAL BANK OF CANADA | -104K | $385K |
| MORGAN STANLEY | -101K | $3.7M |
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Frequently Asked Questions
How many institutional investors hold CLOA?
As of Q1 2025, 105 institutional investors report holding CLOA (iShares AAA CLO Active ETF) in their 13F filings.
Which hedge fund owns the most CLOA?
The largest institutional holder of CLOA is BlackRock, Inc. with $62.2M in shares.
Are institutions buying or selling CLOA?
This quarter, 45 institutions opened new positions in CLOA and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.