Icon Wealth Advisors LLC reduced its position in iShares AAA CLO Active ETF (NASDAQ:CLOA – Free Report) by 18.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 10,287 shares of the company’s stock after selling 2,363 shares during the quarter. Icon Wealth Advisors LLC’s holdings in iShares AAA CLO Active ETF were worth $535,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Envestnet Asset Management Inc. acquired a new position in shares of iShares AAA CLO Active ETF in the 2nd quarter worth approximately $42,734,000. Adams Wealth Management boosted its holdings in iShares AAA CLO Active ETF by 19.2% in the first quarter. Adams Wealth Management now owns 190,638 shares of the company’s stock worth $9,862,000 after purchasing an additional 30,645 shares during the period. Commonwealth Equity Services LLC bought a new stake in iShares AAA CLO Active ETF during the second quarter valued at $8,138,000. Pallas Capital Advisors LLC raised its holdings in shares of iShares AAA CLO Active ETF by 16.1% during the second quarter. Pallas Capital Advisors LLC now owns 155,627 shares of the company’s stock worth $8,068,000 after purchasing an additional 21,597 shares during the period. Finally, Brookstone Capital Management lifted its position in shares of iShares AAA CLO Active ETF by 3.5% in the 3rd quarter. Brookstone Capital Management now owns 143,924 shares of the company’s stock worth $7,480,000 after buying an additional 4,908 shares during the last quarter.
iShares AAA CLO Active ETF Stock Up 0.1 %
NASDAQ CLOA opened at $51.96 on Friday. iShares AAA CLO Active ETF has a one year low of $50.93 and a one year high of $52.02. The company has a 50-day simple moving average of $51.84 and a 200-day simple moving average of $51.84.
iShares AAA CLO Active ETF Cuts Dividend
iShares AAA CLO Active ETF Company Profile
The BlackRock AAA CLO ETF (CLOA) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is an actively managed fund that invests in USD-denominated CLOs that are rated AAA. CLOA was launched on Jan 10, 2023 and is managed by BlackRock.
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