Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Blackrock ETF Trust II (CLOA)

209 + Investors. Track Smart Money conviction in CLOA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +43
Streak
10Q ▲
Buyers last Q
74%

Smart Money Signals — CLOA

Based on 211 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added CLOA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
211 hedge funds hold CLOA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +103% more funds vs a year ago

fund count last 6Q
+107 new funds entered over the past year (+103% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 74% buying

159 buying56 selling
Last quarter: 159 funds were net buyers (63 opened a brand new position + 96 added to an existing one). Only 56 were sellers (36 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+20 vs last Q)

new funds entering per quarter
Funds opening a new CLOA position: 32 → 41 → 43 → 63. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 51% entered in last year

■ 4% conviction (2yr+) ■ 45% medium ■ 51% new
Only 9 funds (4%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

35 → 32 → 41 → 43 → 63 new funds/Q
New funds entering each quarter: 32 → 41 → 43 → 63. A growing number of institutions are discovering CLOA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 66% of holders entered in last year

■ 5% veterans ■ 29% 1-2yr ■ 66% new
Of 211 current holders: 140 (66%) entered in the past year, only 10 (5%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
13 of 211 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.3
out of 10
Moderate Exit Risk
Exit risk score 5.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CLOA

In 2026 Q1, 159 hedge funds were net buyers of CLOA (63 opened a new position, 96 added to an existing one), while 56 reduced or exited (36 trimmed, 20 sold completely) — a 74% buyer ratio, indicating clear institutional accumulation. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. 21% of total institutional value in CLOA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +43 funds (more new holders than closures). Total institutional holders: 211.

Hedge Fund Ownership: CLOA

How many hedge funds hold CLOA — quarterly history vs. share price
Quarterly hedge fund ownership of CLOA vs. share price

Market Analysis: CLOA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CLOA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Blackrock ETF Trust II (CLOA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CLOA has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
CLOA
+0.1%
SPY
+13.9%

CLOA outperformed SPY by -13.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
CLOA
+0.3%
SPY
+0.2%

Since the filing became public, CLOA outperformed SPY by +0.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 11 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: CLOA
209 + Investors

Track Smart Money conviction in CLOA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 209 168 24.4%
13F Shares 28M 17M 62.05%
Total Value $1.43B $888M 60.77%
New Positions 61 43 +18
Increased Positions 96 80 +16
Closed Positions 20 22 -2
Reduced Positions 36 32 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CLOA

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Institutional Holders (2026 Q1)

209 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CLOA. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CLOA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 August Group Capital Ltd 19.04% 316,340 $16.4M
2 Richard Bernstein Advisors LLC 9.30% 6,186,664 $320.7M
3 Cannon Capital Management, Inc. 8.10% 192,410 $10.0M
4 Landing Point Financial Group, LLC 7.50% 298,253 $15.5M
5 E6 Portfolios, LLC 7.27% 134,609 $7.0M
6 Cascade Wealth Advisors, Inc 5.45% 239,300 $12.4M
7 STAR Financial Bank 5.22% 213,408 $11.1M
8 Inspirion Wealth Advisors, LLC 3.64% 563,343 $29.2M
9 ATX Financial Planning, LLC 3.61% 91,659 $4.8M
10 Macro Advisors, Inc. 3.44% 160,564 $8.3M
11 Veltria Advisors Corp. 3.07% 17,852 $925K
12 Client First Capital LLC 3.02% 134,379 $7.0M
13 Ferguson Shapiro LLC 2.91% 184,065 $9.5M
14 ODonnell Financial Services, LLC 2.65% 148,631 $7.7M
15 Advocacy Wealth Management, LLC 2.42% 1,053,787 $54.6M
16 Bulwark Capital Corp 2.26% 70,695 $3.7M
17 Potentia Wealth 2.23% 111,309 $5.8M
18 Adams Wealth Management 2.22% 195,397 $10.1M
19 J. Mark Nickell & Co. 2.22% 41,299 $2.1M
20 CacheTech Inc. 2.17% 217,080 $11.3M
21 Drive Wealth Management, LLC 1.96% 179,552 $9.3M
22 Goldstone Financial Group, LLC 1.71% 303,923 $15.8M
23 Kickstand Ventures, LLC. 1.36% 124,539 $6.5M
24 Cox Capital Mgt LLC 1.12% 32,525 $1.7M
25 Elequin Capital, LP 1.06% 317,152 $12.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Blackrock ETF Trust II (CLOA)

What does the Smart Money Trend signal show for CLOA?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added CLOA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CLOA?

More buyers than sellers — 74% buying: Last quarter: 159 funds were net buyers (63 opened a brand new position + 96 added to an existing one). Only 56 were sellers (36 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CLOA holders?

Strong quality — 21% AUM from major funds: 13 of 211 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CLOA?

Mostly new holders — 51% entered in last year: Only 9 funds (4%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Blackrock ETF Trust II (CLOA) following the 2026 Q1 hedge fund 13F filings?

As of today, CLOA has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.1%. Since the quarter end (March 31, 2026), CLOA has gained +0.1% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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