CLOA

Ishares Aaa Clo Act Etf-usdi

+$596.7M

Net Activity

Institutions Holding

214

Popularity Rank

#2736

Avg Weight

0.65%

Total Value

$1.5B

Ownership Trend

214 institutions currently hold CLOA, with 161 net buyers and 51 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

51

Net Buying Institutions

161

Key Holders

Key Holders

Top 5 by Value

RB
Richard Bernstein Advisors LLC
$320.7M
EA
Envestnet Asset Management INC
$138.4M
BI
BlackRock, Inc.
$108.7M
LF
LPL Financial LLC
$100.6M
AW
Advocacy Wealth Management, LLC
$54.6M

Top 5 by Conviction

AG
August Group Capital Ltd
19.04%
CI
CenturyLink Investment Management Co
15.17%
RB
Richard Bernstein Advisors LLC
9.30%
CC
Cannon Capital Management, Inc.
8.10%
LP
Landing Point Financial Group, LLC
7.50%
View all 214 holding institutions

Quarterly Activity

Recent Activity

+$1.3B

Total Buy Value

$237.5M

Total Sell Value

New buy59
Trim37
Add102
Sold out14

161

Net Buyers

51

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES AAA CLO ACT ETF-USDI (CLOA)?
Major stakeholders currently include Richard Bernstein Advisors LLC ($320.7M), Envestnet Asset Management INC ($138.4M), BlackRock, Inc. ($108.7M). Based on the latest 13F filings, there are a total of 214 tracked investment funds and institutions maintaining positions in CLOA.
What is the overall institutional sentiment toward CLOA recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $596.7M, driven by 161 managers accumulating shares while 51 reduced their exposure.
Which institutions have been selling or reducing their CLOA positions?
In the latest period, 37 funds trimmed their holdings, and 14 managers completely exited their positions. The aggregate reported sell value was $237.5M.
Are there any notable investors adding CLOA to their portfolios?
Yes, buying activity remains notable. 59 institutions opened new positions in {ticker}, and 102 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.3B.

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