SC
BCLO

Syon Capital’s iShares BBB-B CLO Active ETF BCLO Stock Holding History

Syon Capital’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
Q1 		$820K Hold
16,743
– – 0.04% 366
2025
Q4 		$830K Buy
+16,743
New +$833K 0.04% 367

Other funds holding BCLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Syon Capital's BCLO Position: Q1 2026 in Review

Syon Capital held its iShares BBB-B CLO Active ETF (BCLO) position steady in Q1 2026 at 16,743 shares worth $820K. The position accounts for 0.04% of the portfolio, ranked #366.

Syon Capital first reported a position in BCLO in Q4 2025 and has held it in 2 quarters since. The position peaked at $830K in Q4 2025. 12 funds tracked by Wall St. Rank hold BCLO as of Q1 2026.

  • Syon Capital held 16,743 shares of iShares BBB-B CLO Active ETF worth $820K as of Q1 2026.
  • Syon Capital left its iShares BBB-B CLO Active ETF share count unchanged in Q1 2026.
  • iShares BBB-B CLO Active ETF made up 0.04% of Syon Capital's portfolio in Q1 2026, its #366 holding.
  • Syon Capital first reported a position in iShares BBB-B CLO Active ETF in Q4 2025 and has held it in 2 quarters since.
  • Syon Capital's iShares BBB-B CLO Active ETF position peaked at $830K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held iShares BBB-B CLO Active ETF as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.