iShares BBB-B CLO Active ETF
BCLO
12 hedge funds and large institutions have $57.9M invested in iShares BBB-B CLO Active ETF in 2026 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 3 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
0% more capital invested
Capital invested by funds: $57.6M → $57.9M (+$237K)
0% more funds holding
Funds holding: 12 → 12 (0)
0.9% less ownership
Funds ownership: 78.43% → 77.53% (-0.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.54M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.22M |
| 3 |
CFG
Citizens Financial Group
Providence,
Rhode Island
|
+$501K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$249K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$212K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.66M |
| 2 |
VF
Virtu Financial
New York
|
-$1.6M |
| 3 |
Jane Street
New York
|
-$178K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$49K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$15.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $49.8M | – | – | – |
|
|
2
LPL Financial
San Diego,
California
| $1.92M | +$1.22M | +24,573 | +175% |
|
|
3
Bank of Montreal
Toronto,
Ontario, Canada
| $1.84M | +$1.54M | +31,135 | +528% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.11M | -$2.66M | -53,723 | -71% |
|
|
SC
5
Syon Capital
San Francisco,
California
| $833K | – | – | – |
|
6
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $750K | – | – | – |
|
|
CFG
7
Citizens Financial Group
Providence,
Rhode Island
| $503K | +$501K | +10,106 | New |
|
|
8
Citadel Advisors
Miami,
Florida
| $459K | +$249K | +5,025 | +120% |
|
|
9
Jane Street
New York
| $332K | -$178K | -3,584 | -35% |
|
|
FTUS
10
Flow Traders U.S.
New York
| $213K | +$212K | +4,275 | New |
|
|
MI
11
Markowski Investments
Tampa,
Florida
| $99.5K | +$99.1K | +2,000 | New |
|
|
EC
12
Elequin Capital
New York
| $43K | +$42.8K | +863 | New |
|
|
VF
13
Virtu Financial
New York
| – | -$1.6M | -32,762 | Closed |
|
|
AWM
14
AE Wealth Management
Topeka,
Kansas
| – | -$49K | -1,000 | Closed |
|
|
15
UBS Group
Zurich,
Switzerland
| – | -$15.2K | -310 | Closed |
|
BCLO Hedge Fund Activity: Q2 2026 in Review
12 of the 8,153 institutional investors tracked by Wall St. Rank reported a position in iShares BBB-B CLO Active ETF (BCLO) for Q2 2026, worth a combined $57.9M — up 0.41% from $57.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BCLO positions and 3 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $1.54M. The largest seller was Royal Bank of Canada, cutting an estimated $2.66M.
- 12 institutional investors held iShares BBB-B CLO Active ETF (BCLO) as of Q2 2026, unchanged from Q1 2026.
- Funds reported $57.9M of iShares BBB-B CLO Active ETF stock for Q2 2026, up 0.41% quarter-over-quarter.
- 4 funds opened new iShares BBB-B CLO Active ETF positions in Q2 2026 and 3 closed out, a net change of +1 holder.
- The largest iShares BBB-B CLO Active ETF buyer in Q2 2026 was Bank of Montreal, an estimated $1.54M added.
- The largest iShares BBB-B CLO Active ETF seller in Q2 2026 was Royal Bank of Canada, an estimated $2.66M sold.
Based on aggregated 13F filings for Q2 2026.