iShares BBB-B CLO Active ETF - Common Stock (BCLO) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2025 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
BCLO
Shares outstanding
1,400,560
Price per share
$49.72
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
1,107,302
Total reported value
$55,577,310
% of total 13F portfolios
0%
Share change
-22,583
Value change
-$1,126,977
Number of holders
6
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iShares BBB-B CLO Active ETF - Common Stock (BCLO) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock Portfolio Management LLC 71% -7.1% $49,970,000 1,000,000 0% BlackRock Portfolio Management LLC 30 Sep 2025

As of 30 Sep 2025, 6 institutional investors reported holding 1,107,302 shares of iShares BBB-B CLO Active ETF - Common Stock (BCLO). This represents 79% of the company’s total 1,400,560 outstanding shares.

Top 7 Institutional Shareholders

The largest institutional shareholders of iShares BBB-B CLO Active ETF - Common Stock (BCLO) together control 79% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 71% 1,000,000 0% 0% $50,195,000
JANE STREET GROUP, LLC 3.6% 51,039 -44% 0% $2,561,903
LPL Financial LLC 2.5% 35,181 0% $1,765,910
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1.1% 15,160 0% 0% $757,242
Sunbelt Securities, Inc. 0.36% 5,059 0.02% $253,937
Elequin Capital, LP 0.06% 863 0% 0% $43,318
ROYAL BANK OF CANADA 0% 0 -100% $0

Institutional Holders of iShares BBB-B CLO Active ETF - Common Stock (BCLO) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 15,160 $753,831 $49.72 1
2025 Q3 1,107,302 $55,577,310 -$1,126,977 $50.20 6
2025 Q2 1,129,885 $56,356,271 +$3,805,735 $49.88 5
2025 Q1 1,053,561 $52,403,849 +$52,403,849 $49.74 4