iShares AAA CLO Active ETF

BlackRock ETF Trust II

Actively managed bond ETF
$2.07B NAV
433 positions · as of 2026-04-30 · filed 2026-06-25

Fund classification

Classified from what the fund holds · as of 2026 Q2

iShares AAA CLO Active ETF is an actively managed bond ETF.

Asset class
Bonds
Management
Actively managed
Fund type
ETF
Credit quality
Investment grade
Rate sensitivity
Short duration
Features
Non-diversified

Fund profile

As filed in the prospectus · 2025 Q4

The iShares AAA CLO Active ETF (the Fund) seeks to provide capital preservation and current income by investing principally in a portfolio composed of U.S. dollar-denominated AAA-rated collateralized loan obligations (CLOs).

Strategy · summarised

The fund invests at least 80% of assets in U.S. dollar-denominated CLOs rated AAA at purchase, with up to 20% in AA or A rated CLOs, and may hold up to 10% of net assets in any single CLO. CLOs are structured securities backed by pools of loans—including senior secured loans, covenant-lite loans, and subordinate corporate loans—with cash flows split into tranches of varying risk; the fund targets the senior AAA tranches, which offer higher ratings and lower yields than the underlying collateral. The fund is non-diversified under the Investment Company Act, meaning its performance depends on a concentrated number of issuers.

Expenses
0.20%one share class
Share classExpense ratio
C0002398990.20%

Portfolio turnover 89.00% · as of 2025 Q4

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

100.69%
of net assets
Securitized100.12%
Cash & short-term0.57%

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 120 new58 exited

Largest new: New Mountain CLO Ltd, Elmwood CLO 20 Ltd, Dewolf Park clo, ltd, ARES CLO Ltd, Carlyle Global Market Strategies, OCP CLO Ltd, Sixth Street CLO XVI, LTD., Anchorage Capital CLO LTD

Largest exited: Serenity-Peace Park CLO LTD, Babson CLO Ltd, Sandstone Peak Ltd., Marble Point CLO XIX Ltd, Carlyle Global Market Strategies, Kennedy Lewis CLO Ltd, Regatta VI Funding Ltd., Regatta Funding

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+5.77%
3-year
+21.98%
5-year
39 of 60 months
Volatility
0.52%
Worst 3-yr fall
0.00%
Cumulative return· May 2023 – Apr 2026

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-04-30

Avg coupon
4.94%
Avg maturity
11.84 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

100%
floating
Floating rate100.0%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

3-5y10y+
3-5y0.4%
5-10y3.8%
10y+95.8%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q2

Interest-rate moves barely touch this fund — but its credit exposure is real: a 100bp widening in credit spreads costs roughly 3.0%. Duration alone would have told you none of that.

Interest-rate duration
0.22 yr
approx. move per 100bp
Credit-spread duration
3.12 yr
approx. move per 100bp
If rates and spreads both rise 100bp

Where the loss would come from. The two shocks are the same size, so this is the balance of the fund's two sensitivities rather than a bet on one moving more.

≈ -3.5%
of value
Credit spreads93%
Interest rates7%

Filers report the impact of a 0.01% move only, so the total is our own scaling of that one number and overstates the loss on most bonds — read it as approximate, never as precise. The two sensitivities overlap rather than add up: they measure the same positions against different shocks, which is why the durations above are shown side by side and never summed.

Credit risk by quality

Share of the fund's spread duration carried by each credit tier.

+3.12
yrs total
Investment grade+3.12 yr
Where the risk sits on the curve

Share of duration at each point, shortest first. A positive figure loses value when spreads widen; a negative one offsets — a credit hedge.

Interest rate0.22 yr total
3 mo5 yr
3 mo0.21 yr95%
1 yr0.00 yr0%
5 yr0.01 yr5%
Credit spread3.12 yr total
3 mo5 yr
3 mo3.09 yr99%
5 yr0.03 yr1%

The two bands measure the same positions against different shocks and do not add — a Treasury carries rate duration and no spread duration, a floating-rate credit the reverse. Rate tenors are also summed across every currency the fund discloses.

Show the numbers
TenorRate yrsIG yrsHY yrsIG $/bpHY $/bp
3 mo+0.21+3.09+0.00$638.6k$0
1 yr+0.00+0.00+0.00$0$0
5 yr+0.01+0.03+0.00$6.9k$0
10 yr+0.00+0.00+0.00$0$0
30 yr+0.00+0.00+0.00$0$0

Dollar change per 1bp of spread movement, as filed and sign-anchored. A blank cell was not filed; a zero was.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Madison Park Funding Ltd4.80% floating · due 2039-02-131.35%$28.01M
New Mountain CLO Ltd4.88% floating · due 2038-03-311.06%$22.01M
Elmwood CLO 20 Ltd4.83% floating · due 2039-01-201.02%$21.01M
Dewolf Park clo, ltd4.87% floating · due 2039-01-220.97%$20.01M
ARES CLO Ltd4.84% floating · due 2039-04-150.97%$20.00M
Carlyle Global Market Strategies4.84% floating · due 2039-04-200.97%$19.99M
OCP CLO Ltd5.19% floating · due 2037-04-230.91%$18.88M
Sixth Street CLO XVI, LTD.4.80% floating · due 2038-04-210.87%$17.98M
Anchorage Capital CLO LTD4.93% floating · due 2038-01-190.78%$16.12M
KKR Financial CLO Ltd4.88% floating · due 2038-01-200.74%$15.26M
Showing 10 of 433Sign in to see more

Top 10 positions are 9.63% of net assets, top 25 19.27%, across 136 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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