Who Owns iShares AAA CLO Active ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares AAA CLO Active ETF.
Who crossed 5% of CLOA →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| INSPIRION WEALTH ADVISORS, LLCISHARES AAA CLO712.8K shadded | $37M |
| Cox Capital Mgt LLCETF33.6K shadded | $1.7M |
| Castle Rock Wealth Management, LLCISHARES AAA CLO27.1K shadded | $1.4M |
| Breakwater Capital GroupISHARES AAA CLO23.8K shadded | $1.2M |
| Weaver Consulting GroupISHARES AAA CLO20.1K shadded | $1M |
| Farther Finance Advisors, LLCETF18.4K shadded | $954.9K |
| SigFig Wealth Management, LLCISHARES AAA CLO7.5K shtrimmed | $386.9K |
| Elm3 Financial Group, LLCISHARES AAA CLO4.6K shadded | $241.2K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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