Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BLACKROCK ETF TRUST II (CLOA)

163 + 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
↑ +23
Streak
9Q ▲
Buyers last Q
71%

Smart Money Signals — CLOA

Based on 163 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 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
163 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 — +120% more funds vs a year ago

fund count last 6Q
+89 new funds entered over the past year (+120% 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 — 71% buying

120 buying50 selling
Last quarter: 120 funds were net buyers (42 opened a brand new position + 78 added to an existing one). Only 50 were sellers (31 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~42 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 33 → 31 → 39 → 42. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 50% entered in last year

■ 4% conviction (2yr+) ■ 45% medium ■ 50% new
Only 7 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

17 → 33 → 31 → 39 → 42 new funds/Q
New funds entering each quarter: 33 → 31 → 39 → 42. A growing number of institutions are discovering CLOA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 69% of holders entered in last year

■ 4% veterans ■ 28% 1-2yr ■ 69% new
Of 163 current holders: 112 (69%) entered in the past year, only 6 (4%) 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 — 32% AUM from major funds

32% from top-100 AUM funds
11 of 163 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.4
out of 10
Moderate Exit Risk
Exit risk score 5.4/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 5 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: CLOA
2026 Q1 Stats Unlock in 16 days 163 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 163 140 16.43%
13F Shares 17M 16M 3.86%
Total Value $881M $851M 3.47%
New Positions 42 39 +3
Increased Positions 78 70 +8
Closed Positions 19 16 +3
Reduced Positions 31 23 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CLOA

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

163 + investors

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

Top 25 institutional holders of CLOA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Richard Bernstein Advisors LLC 9.30% 6,186,664 $320.7M
2 INSPIRION WEALTH ADVISORS, LLC 3.64% 563,343 $29.2M
3 ATX Financial Planning, LLC 3.61% 91,659 $4.8M
4 Client First Capital LLC 3.02% 134,379 $7.0M
5 Ferguson Shapiro LLC 2.91% 184,065 $9.5M
6 Bulwark Capital Corp 2.26% 70,695 $3.7M
7 DRIVE WEALTH MANAGEMENT, LLC 1.96% 179,552 $9.3M
8 Goldstone Financial Group, LLC 1.71% 303,923 $15.8M
9 Cox Capital Mgt LLC 1.12% 32,525 $1.7M
10 EHRLICH FINANCIAL GROUP 1.04% 34,888 $1.8M
11 Pallas Capital Advisors LLC 1.00% 512,982 $26.6M
12 NORTHBRIDGE FINANCIAL GROUP, LLC 0.83% 37,100 $1.9M
13 LOCKERMAN FINANCIAL GROUP, INC. 0.61% 6,496 $337K
14 Optivise Advisory Services LLC 0.56% 17,759 $921K
15 BAR HARBOR WEALTH MANAGEMENT 0.53% 175,508 $9.1M
16 Triad Wealth Partners, LLC 0.47% 114,010 $5.9M
17 Centennial Wealth Advisory LLC 0.37% 29,275 $1.5M
18 WESPAC Advisors, LLC 0.33% 11,532 $598K
19 Heritage Family Offices, LLP 0.28% 12,380 $642K
20 Ballast Rock Private Wealth LLC 0.27% 9,535 $494K
21 Castle Rock Wealth Management, LLC 0.27% 23,886 $1.2M
22 BOS Asset Management, LLC 0.26% 19,337 $1.0M
23 Liberty Atlantic Advisors LLC 0.24% 5,487 $284K
24 Elm3 Financial Group, LLC 0.24% 5,549 $288K
25 Impact Partnership Wealth, LLC 0.23% 35,181 $1.8M
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 — 9 quarters in a row: For 9 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 — 71% buying: Last quarter: 120 funds were net buyers (42 opened a brand new position + 78 added to an existing one). Only 50 were sellers (31 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CLOA holders?

Strong quality — 32% AUM from major funds: 11 of 163 holders rank in the top 100 by AUM, accounting for 32% 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 — 50% entered in last year: Only 7 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.

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.