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iShares安硕·AAA CLO ACTIVE ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

iShares安硕·AAA CLO ACTIVE ETF

ISHARES AAA CLO ACTIVE ETFCLOA
持有机构数
248
机构合计市值 (Q2 2026)
$14.29亿
机构合计股数 (Q2 2026)
2,753.8万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+759.5万股
151 · 52 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-828.4万股
86 · 19 清仓 · ≈
⚖️ 净额
-68.9万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$14.29亿
持有机构数
248
新买入
52
加仓
99
减仓
67
清仓
19
持股不变
30
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
木星资产管理Jupiter Topco LLC
0.06%#105$1.57亿302.9万股$00股+302.9万股新买入
贝莱德BlackRock, Inc.
<0.01%<0.01%#205$1.23亿236.0万股$1.09亿209.7万股+26.3万股+12.54%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.02%0.04%#135$1.05亿201.8万股$1.38亿267.1万股-65.3万股-24.44%减仓
LPL金融LPL Financial LLC
0.02%0.03%#137$1.02亿196.8万股$1.01亿194.0万股+2.8万股+1.46%加仓
Advocacy Wealth Management, LLC
2.41%2.42%#14$5,462.3万105.4万股$5,462.3万105.4万股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#196$5,021.0万96.7万股$814.8万15.7万股+81.0万股+516.88%加仓
INSPIRION WEALTH ADVISORS, LLC
3.92%3.64%#9$3,425.8万66.2万股$2,920.1万56.3万股+9.9万股+17.57%加仓
Cetera投资顾问Cetera Investment Advisers
0.03%0.03%#130$3,364.0万64.8万股$3,044.7万58.7万股+6.1万股+10.33%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#208$3,049.0万58.7万股$2,786.3万53.8万股+4.9万股+9.19%加仓
Betterment智能投顾Betterment LLC
0.05%0.03%#115$3,041.7万58.6万股$1,806.4万34.8万股+23.8万股+68.16%加仓
Pallas Capital 顾问Pallas Capital Advisors LLC
0.88%1%#28$2,846.5万54.8万股$2,659.0万51.3万股+3.5万股+6.90%加仓
CenturyLink Investment Management Co
20.59%15.17%#1$2,655.7万51.2万股$2,651.9万51.2万股00.00%持仓不变
MML投资者服务MML INVESTORS SERVICES, LLC
0.05%0.06%#117$2,466.3万47.5万股$2,285.6万44.1万股+3.4万股+7.75%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.22%0.25%#62$2,303.7万44.4万股$2,283.4万44.1万股+3,284股+0.75%加仓
Goldstone Financial Group, LLC
1.74%1.71%#19$1,901.5万36.6万股$1,575.4万30.4万股+6.2万股+20.53%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.15%0.15%#74$1,779.0万34.3万股$1,515.5万29.2万股+5.0万股+17.22%加仓
Macro Advisors, Inc.
4.98%3.44%#7$1,561.7万30.1万股$832.3万16.1万股+14.0万股+87.37%加仓
Tower Research Capital LLC (TRC)
0.38%0.27%#44$1,545.3万29.8万股$1,038.9万20.0万股+9.7万股+48.53%加仓
Cascade Wealth Advisors, Inc
5.91%5.45%#5$1,469.7万28.4万股$1,241.4万23.9万股+4.4万股+18.53%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#148$1,434.0万27.6万股$1,340.6万25.9万股+1.8万股+6.81%加仓
Ferguson Shapiro LLC
4.13%2.91%#8$1,410.1万27.2万股$954.1万18.4万股+8.8万股+47.58%加仓
AssetMarkASSETMARK, INC
0.02%0.03%#138$1,260.5万24.3万股$1,501.5万29.0万股-4.7万股-16.17%减仓
CacheTech Inc.
2.04%2.17%#16$1,258.7万24.2万股$1,125.2万21.7万股+2.5万股+11.70%加仓
August Group Capital Ltd
13.79%19.04%#2$1,255.0万24.2万股$1,639.7万31.6万股-7.5万股-23.57%减仓
STAR Financial Bank
5.02%5.22%#6$1,232.0万23.7万股$1,106.2万21.3万股+2.4万股+11.21%加仓
AE财富管理AE Wealth Management LLC
0.05%0.08%#112$1,176.6万22.7万股$1,422.2万27.4万股-4.8万股-17.39%减仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.06%0.08%#110$1,152.7万22.2万股$1,404.3万27.1万股-4.9万股-18.04%减仓
Prime Capital投资顾问Prime Capital Investment Advisors, LLC
0.11%0.12%#86$1,089.4万21.0万股$1,014.7万19.6万股+1.4万股+7.21%加仓
Adams Wealth Management
2.07%2.22%#15$1,080.8万20.8万股$1,012.8万19.5万股+1.3万股+6.56%加仓
BAR HARBOR WEALTH MANAGEMENT
0.58%0.53%#34$1,072.7万20.7万股$909.7万17.6万股+3.1万股+17.75%加仓
Keel Point, LLC
0.63%0.54%#31$1,069.6万20.6万股$821.5万15.8万股+4.8万股+30.01%加仓
花旗集团CITIGROUP INC
<0.01%#189$1,038.2万20.0万股$00股+20.0万股新买入
NorthCoast 资产管理NorthCoast Asset Management LLC
0.22%0.23%#61$1,006.1万19.4万股$976.3万18.8万股+5,474股+2.91%加仓
Cannon Capital Management, Inc.
8.24%8.1%#3$969.7万18.7万股$997.4万19.2万股-5,597股-2.91%减仓
DRIVE WEALTH MANAGEMENT, LLC
1.67%1.96%#20$939.1万18.1万股$930.7万18.0万股+1,367股+0.76%加仓
Equitable控股Equitable Holdings, Inc.
0.06%0.03%#111$925.0万17.8万股$514.4万9.9万股+7.9万股+79.25%加仓
ODonnell Financial Services, LLC
2.52%2.65%#13$855.5万16.5万股$769.0万14.9万股+1.6万股+10.88%加仓
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%<0.01%#194$848.8万16.4万股$632.1万12.2万股+4.2万股+34.10%加仓
E6 Portfolios, LLC
6.5%7.27%#4$813.9万15.7万股$697.7万13.5万股+2.2万股+16.48%加仓
COURIER CAPITAL LLC
0.39%#42$788.0万15.2万股$00股+15.2万股新买入
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#164$758.4万14.6万股$391.2万7.5万股+7.1万股+93.57%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#186$755.7万14.6万股$00股+14.6万股新买入
提升点财富ELEVATION POINT WEALTH PARTNERS, LLC
0.14%0.17%#78$747.9万14.4万股$727.9万14.0万股+3,654股+2.60%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#178$719.1万13.9万股$781.7万15.1万股-1.2万股-8.15%减仓
Client First Capital LLC
2.84%3.02%#12$713.2万13.7万股$696.6万13.4万股+3,016股+2.24%加仓
KICKSTAND VENTURES, LLC.
1.21%1.36%#24$665.0万12.8万股$645.5万12.5万股+3,559股+2.86%加仓
PENSION & WEALTH MANAGEMENT ADVISORS, INC.
1.76%#18$651.5万12.6万股$00股+12.6万股新买入
STOCK YARDS BANK & 信托STOCK YARDS BANK & TRUST CO
0.18%#67$639.5万12.3万股$00股+12.3万股新买入
NewEdge财富NewEdge Wealth, LLC
0.06%0.04%#108$615.8万11.9万股$333.5万6.4万股+5.4万股+84.40%加仓
多元化财富管理DIVERSIFY WEALTH MANAGEMENT, LLC
0.07%0.13%#97$605.4万11.7万股$713.5万13.7万股-2.1万股-15.11%减仓

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