iShares AAA CLO Active ETF (CLOA) Institutional Ownership $51.70 -0.03 (-0.05%) As of 03:47 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipShort InterestTrends Institutional Ownership Changes (13F Filings) for iShares AAA CLO Active ETF (NASDAQ:CLOA)Number ofInstitutional Buyers(last 12 months)41TotalInstitutional Inflows(last 12 months)$100.99MNumber ofInstitutional Sellers(last 12 months)7TotalInstitutional Outflows(last 12 months)$4.87M Get CLOA Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares AAA CLO Active ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data CLOA Institutional Buying and Selling by Quarter Remove Ads iShares AAA CLO Active ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/17/2025 Colonial Trust Co SC4,877$252K0.0%-29.9%0.037% 2/17/2025 Cary Street Partners Financial LLC31,512$1.63M0.1%N/A0.241% 2/14/2025 Concourse Financial Group Securities Inc.83,782$4.35M0.2%+13.0%0.640% 2/12/2025 JPMorgan Chase & Co.123,704$6.40M0.0%-10.2%0.944% 2/5/2025 Kohmann Bosshard Financial Services LLC500$26K0.0%N/A0.004% 2/4/2025 IFP Advisors Inc14,876$770K0.0%+1.3%0.115% 2/3/2025 First Horizon Advisors Inc.1,187$61K0.0%-29.8%0.009% 2/3/2025 Transcend Capital Advisors LLC27,275$1.41M0.1%-38.4%0.211% 1/13/2025 PSI Advisors LLC916$47K0.0%+76.2%0.007% 12/26/2024 JPMorgan Chase & Co.137,819$7.16M0.0%+152.3%1.264% Get the Latest News and Ratings for CLOA and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares AAA CLO Active ETF and its competitors with MarketBeat's FREE daily newsletter. 11/15/2024 Aureus Asset Management LLC48,502$2.52M0.2%+482.9%0.445% 11/14/2024 Flow Traders U.S. LLC33,734$1.75M0.1%-61.8%0.309% 11/12/2024 Icon Wealth Advisors LLC10,287$535K0.0%-18.7%0.094% 11/8/2024 First Horizon Advisors Inc.1,690$88K0.0%+45.7%0.016% 10/10/2024 Concourse 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% 10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors19,172$996K0.1%+71.8%0.202% 10/8/2024 Brookstone 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% 8/22/2024 Cetera Investment Advisers37,301$1.94M0.0%N/A0.484% 8/21/2024 Truist Financial Corp23,537$1.22M0.0%N/A0.306% 8/16/2024 High Falls Advisors Inc9,854$512K0.1%N/A0.128% 8/16/2024 Invst LLC11,131$576K0.1%N/A0.145% 8/10/2024 Axxcess Wealth Management LLC20,725$1.08M0.0%N/A0.269% 8/9/2024 SigFig Wealth Management LLC4,571$237K0.0%N/A0.059% 8/9/2024 Ocean Park Asset Management LLC25,200$1.31M0.1%+265.2%0.327% 8/8/2024 Envestnet Asset Management Inc.822,748$42.73M0.0%N/A10.685% 8/8/2024 Oppenheimer & Co. Inc.36,293$1.89M0.0%N/A0.471% 8/6/2024 Ausdal Financial Partners Inc.6,142$319K0.0%N/A0.080% 8/6/2024 Chris Bulman Inc2,823$147K0.1%N/A0.037% 8/5/2024 LGT Financial Advisors LLC2,195$114K0.2%N/A0.029% 8/1/2024Family Asset Management LLC19,547$1.02M0.7%N/A0.254% 7/31/2024 Commonwealth 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% 7/24/2024 JB Capital LLC18,342$953K0.1%N/A0.278% 7/23/2024 Concourse Financial Group Securities Inc.70,815$3.68M0.2%N/A1.073% 7/22/2024 Atria Wealth Solutions Inc.18,740$973K0.0%N/A0.284% 7/22/2024 Fifth Third Bancorp10,472$544K0.0%N/A0.159% Elon Musk Wants to Audit Fort Knox—What It Means for Your Retirement (Ad)You can take advantage of the coming tariff-fueled gold melt-up right inside your IRA or 401(k) – 100% TAX-FREE. All you need is to know these 2 "magic words" only revealed inside your FREE copy of this 2025 Gold Guide.Tap the link to get your free 2025 Gold Guide now7/22/2024 Pallas Capital Advisors LLC155,627$8.07M0.3%+16.1%2.432% 7/20/2024 First Horizon Advisors Inc.1,160$60K0.0%N/A0.018% 7/19/2024 Toews Corp ADV38,500$2M0.3%-7.9%0.602% 7/18/2024 Brookstone Capital Management139,016$7.21M0.1%N/A2.172% 7/16/2024 Envestnet 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% 7/12/2024 Diversify Advisory Services LLC12,343$639K0.0%N/A0.202% 7/9/2024 Park Avenue Securities LLC37,997$1.97M0.0%N/A0.623% 7/2/2024 Transcend Capital Advisors LLC27,042$1.41M0.1%+45.8%0.644% 5/20/2024 Adams Wealth Management190,638$9.86M2.4%+19.2%4.539% 5/17/2024 Comerica Bank9,025$467K0.0%N/A0.215% 4/18/2024 Toews Corp ADV41,800$2.16M0.4%N/A1.020% 2/12/2024 Adams Wealth Management159,993$8.20M2.4%+6.5%10.000% 2/2/2024 Private 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% 11/13/2023 Wright Fund Management LLC6,900$354K0.0%N/A0.627% 11/13/2023Wealthsource Partners LLC8,110$416K0.0%N/A0.737% 9/1/2023 Portside Wealth Group LLC7,532$383K0.0%N/A0.942% 8/11/2023 Schroder Investment Management Group16,348$832K0.0%N/A2.044% 8/9/2023 Flow Traders U.S. LLC26,075$1.33M0.1%N/A3.259% 8/2/2023 Bank of Montreal Can11,573$589K0.0%N/A1.447% 8/1/2023 Portside Wealth Group LLC7,532$383K0.0%N/A0.942% (Data available from 1/1/2016 forward)Remove Ads CLOA Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of CLOA shares? During the previous two years, 50 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 Concourse Financial Group Securities Inc. ($4.35M).Learn more on CLOA's institutional investors. Which institutional investors have been buying iShares AAA CLO Active ETF stock? Of the 48 institutional investors that purchased iShares AAA CLO Active ETF 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), Concourse Financial Group Securities Inc. ($83.78K), JPMorgan Chase & Co. ($83.20K), Envestnet Portfolio Solutions Inc. ($73.52K), and Park Avenue Securities LLC ($54.52K). How much institutional buying is happening at iShares AAA CLO Active ETF? Institutional investors have bought a total of 2,064,507 shares in the last 24 months. This purchase volume represents approximately $107.10M in transactions. Which iShares AAA CLO Active ETF 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), Toews Corp ADV ($3.30K), Icon Wealth Advisors LLC ($2.36K), Colonial Trust Co SC ($2.09K), and First Horizon Advisors Inc. ($503.00). How much institutional selling is happening at iShares AAA CLO Active ETF? Institutional investors have sold a total of 93,922 shares in the last 24 months. This volume of shares sold represents approximately $4.87M in transactions. 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