CLOA: Ishares Aaa Clo Active Etf insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
249 institutions reported holding $1.40B of Ishares Aaa Clo Active Etf on Form 13F (216 the quarter before). 45 opened a new position and 16 sold out. Shares held by institutions: -4%.
| Largest holders | Shares | Value |
|---|---|---|
| Jupiter Topco LLC | 3,029,436 | $157.26M |
| BlackRock, Inc. | 2,360,268 | $122.52M |
| ENVESTNET ASSET MANAGEMENT INC | 2,017,944 | $104.75M |
| LPL Financial LLC | 1,968,129 | $102.17M |
| Advocacy Wealth Management, LLC | 1,099,924 | $57.10M |
| MORGAN STANLEY | 967,249 | $50.21M |
| INSPIRION WEALTH ADVISORS, LLC | 662,318 | $34.26M |
| Cetera Investment Advisers | 648,045 | $33.64M |
| JPMORGAN CHASE & CO | 587,131 | $30.49M |
| Pallas Capital Advisors LLC | 548,355 | $28.47M |
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