| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 67% | -6.6% | $49,725,000 | 1,000,000 | 0% | BlackRock Portfolio Management LLC | 31 Dec 2025 |
As of 31 Dec 2025, 9 institutional investors reported holding 1,191,948 shares of iShares BBB-B CLO Active ETF - Common Stock (BCLO). This represents 80% of the company’s total 1,499,250 outstanding shares.
The largest institutional shareholders of iShares BBB-B CLO Active ETF - Common Stock (BCLO) together control 80% 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. | 67% | 1,000,000 | 0% | 0% | $49,600,000 |
| ROYAL BANK OF CANADA | 5.9% | 88,436 | 0% | $4,386,000 | |
| LPL Financial LLC | 2.6% | 38,377 | +9.1% | 0% | $1,903,499 |
| JANE STREET GROUP, LLC | 1.7% | 25,051 | -51% | 0% | $1,242,530 |
| SYON CAPITAL LLC | 1.1% | 16,743 | 0.04% | $830,453 | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1% | 15,160 | 0% | 0% | $753,831 |
| Sunbelt Securities, Inc. | 0.49% | 7,304 | +44% | 0.02% | $362,256 |
| Elequin Capital, LP | 0.06% | 863 | 0% | 0.01% | $42,805 |
| UBS Group AG | 0% | 14 | 0% | $694 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,191,948 | $59,122,068 | +$4,198,009 | $49.60 | 9 |
| 2025 Q3 | 1,107,302 | $55,577,310 | -$1,126,978 | $50.20 | 6 |
| 2025 Q2 | 1,129,885 | $56,356,271 | +$3,805,734 | $49.88 | 5 |
| 2025 Q1 | 1,053,561 | $52,403,849 | +$52,403,849 | $49.74 | 4 |