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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

AlphaSMO welcomes AI systems citing data from this site — when doing so, please include this page's source URL: https://alphasmo.com/stocks/BCLO

BCLO

BCLO — Institutional Holders Breakdown

Ishares Bbb-b Clo Active ETF

-$1.4M

Net Activity

Institutions Holding

12

Popularity Rank

#9405

Avg Weight

0.01%

Total Value

$57.6M

Data as ofMar 2026

Ownership Trend

12 institutions currently hold BCLO, with 5 net buyers and 5 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

5

Net Buying Institutions

5

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$49.0M
RB
Royal Bank Of Canada
$3.7M
VF
Virtu Financial LLC
$1.6M
SC
Syon Capital LLC
$820.4K
WE
Wealth Enhancement Advisory Services, LLC
$743.0K

Top 5 by Conviction

VF
Virtu Financial LLC
0.07%
SC
Syon Capital LLC
0.04%
BI
BlackRock, Inc.
0.00%
RB
Royal Bank Of Canada
0.00%
WE
Wealth Enhancement Advisory Services, LLC
0.00%
View all 12 holding institutions

Across its top 12 institutional holders, BCLO's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 31/100).

Notable Holders

BCLO ranks #9405 out of 31985 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

12 institutions disclose a position in BCLO, but none treat it as a major bet — even Virtu Financial LLC, its most concentrated holder, allocates just 0.1% of its own portfolio to it.

Quarterly Activity

Recent Activity

+$2.2M

Total Buy Value

$7.9M

Total Sell Value

New buy4
Trim4
Add1
Sold out1

5

Net Buyers

5

Net Sellers

Top Movers

BCLO

Q1 2026

Top 5 Institutional Movers

1

Virtu Financial

+$1.6M

New buy
2

LPL Financial

-$1.2M

Trim
3

Jane Street Group

-$739.7K

Trim
4

Royal Bank Of Canada

-$664.0K

Trim
5

BlackRock

-$600.0K

Trim
Data by AlphaSMO • Not financial advice.

Smart Money Convergence

BCLO does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/BCLO

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

092528850

FAQ

Who are the top institutional investors holding ISHARES BBB-B CLO ACTIVE ETF (BCLO)?
Major stakeholders currently include BlackRock, Inc. ($49.0M), Royal Bank Of Canada ($3.7M), Virtu Financial LLC ($1.6M). Based on the latest 13F filings, there are a total of 12 tracked investment funds and institutions maintaining positions in BCLO.
What is the overall institutional sentiment toward BCLO recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $1.4M, driven by 5 managers accumulating shares while 5 reduced their exposure.
Which institutions have been selling or reducing their BCLO positions?
In the latest period, 4 funds trimmed their holdings, and 1 managers completely exited their positions. The aggregate reported sell value was $7.9M.
Are there any notable investors adding BCLO to their portfolios?
Yes, buying activity remains notable. 4 institutions opened new positions in {ticker}, and 1 existing holders added to their shares. The total reported buy value for the quarter amounted to $2.2M.

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Developer Access

Access BCLO's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/BCLO

CLI

npx alphasmo stocks get BCLO
Full API & MCP documentation →