Bank of Montreal
BCLO

Bank of Montreal’s iShares BBB-B CLO Active ETF BCLO Stock Holding History

Bank of Montreal’s Portfolio BCLO Stock Details BCLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.84M Buy
37,035
+31,135
+528% +$1.54M ﹤0.01% 1777
2026
Q1 		$289K Buy
+5,900
New +$292K ﹤0.01% 2699

Other funds holding BCLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
MI
Markowski Investments Tampa, Florida $454M AUM

Bank of Montreal's BCLO Position: Q2 2026 in Review

Bank of Montreal increased its iShares BBB-B CLO Active ETF (BCLO) stake by 528% in Q2 2026, buying an estimated $1.54M and bringing the position to 37,035 shares worth $1.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

Bank of Montreal first reported a position in BCLO in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold BCLO as of Q2 2026.

  • Bank of Montreal held 37,035 shares of iShares BBB-B CLO Active ETF worth $1.84M as of Q2 2026.
  • Bank of Montreal bought 31,135 iShares BBB-B CLO Active ETF shares in Q2 2026, an estimated $1.54M.
  • iShares BBB-B CLO Active ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1777 holding.
  • Bank of Montreal first reported a position in iShares BBB-B CLO Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held iShares BBB-B CLO Active ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.