ISHARES AAA CLO ACTIVE ETF

$CLOA
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Institutional coverage

199 13F filers hold $CLOA.

13F holders
199
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

3 holders · Q1 2026

$CLOA is held by 3 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.81%, with an average of 0.35% of portfolio. Largest holder: Toews Corp. at 0.81%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Toews Corp.
0.81% NEW
α +11.9pts
02
Impact Partnership Wealth, LLC
0.23% NEW
α +10.3pts
03
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 199 · Source: 13F-HR
01
First Western Trust Bank
9.30% of portfolio
6,186,664 sh
02
Marquette Asset Management, LLC
0.04% of portfolio
2,670,777 sh
03
Taconic Capital Advisors LP
0.03% of portfolio
1,939,891 sh
04
Atlantic Edge Private Wealth Management, LLC
—
1,829,560 sh
05
Beam Wealth Advisors, Inc.
1.06% of portfolio
1,094,856 sh
06
Spectrum Financial Alliance Ltd LLC
2.42% of portfolio
1,053,787 sh
07
Banyan Capital Management, Inc.
—
825,489 sh
08
Advocacy Wealth Management Services, LLC
1.61% of portfolio
741,479 sh
09
FengHe Fund Management Pte. Ltd.
0.03% of portfolio
587,388 sh
10
Raine Capital LLC
3.64% of portfolio
563,343 sh
See all 199 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $CLOA in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $CLOA in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 06:51 UTC.