iShares BBB-B CLO Active ETF (BCLO) Fund Overview
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Beta 0.19: the stock has moved about 81% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnsweriShares BBB-B CLO Active ETF (BCLO) trades at $49.83. The iShares BBB-B CLO Active ETF (BCLO) focuses on capital preservation and current income. It invests primarily in collateralized loan obligations (CLOs) rated between BBB+ and B-. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for BCLO: BCLO does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
iShares BBB-B CLO Active ETF (BCLO) Financial Services Profile
iShares BBB-B CLO Active ETF (BCLO) offers investors exposure to collateralized loan obligations (CLOs) within the BBB+ to B- rating range, targeting capital preservation and current income. This fund operates in the asset management sector, providing a specialized investment vehicle for fixed-income strategies.
What Is the Investment Thesis for BCLO?
The iShares BBB-B CLO Active ETF (BCLO), with a market cap of $0.07 billion and a beta of 0.19, presents a targeted investment vehicle for income-seeking investors. The fund's focus on BBB+ to B- rated CLOs offers a potentially attractive yield in a low-interest-rate environment, although this comes with inherent credit risk. The active management component aims to navigate the complexities of the CLO market, potentially enhancing returns and mitigating risks. Key to BCLO's performance will be the manager's ability to select CLOs that maintain their credit quality and generate consistent income. The absence of a dividend may deter some investors, but the fund's total return potential, driven by its underlying CLO holdings, should be considered. As of 2026-03-17, ongoing monitoring of the CLO market and macroeconomic conditions is crucial to assess BCLO's risk-adjusted return profile.
Based on FMP financials and quantitative analysis
BCLO Key Highlights
BCLO's investment strategy focuses on CLOs rated between BBB+ and B-, offering a balance between risk and yield.
- The fund is actively managed, allowing for adjustments based on market conditions and credit analysis.
- BCLO's low beta of 0.19 suggests lower volatility compared to the broader market.
- The ETF structure provides liquidity and transparency, making it accessible to a wide range of investors.
- As of 2026-03-17, BCLO has a market capitalization of $0.07 billion.
Who Are BCLO's Competitors?
BCLO is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| DEED First Trust Securitized Plus ETF | $20.24 | -0.00% | $82.6M | — |
| FLMX Franklin FTSE Mexico ETF | $34.37 | -0.12% | $77.8M | — |
| LCR Leuthold Core Exchange Traded Fund | $40.26 | +0.08% | $69.8M | — |
| PPI Astoria Real Assets ETF | $20.32 | -0.08% | $89.5M | — |
| PSMO Pacer Swan SOS Moderate (October) ETF | $33.75 | +0.06% | $103M | — |
| BLK BlackRock, Inc. | $1054.62 | -0.47% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $110.74 | -0.90% | $135B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.60 | +0.04% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are BCLO's Key Strengths?
Focus on CLOs rated BBB+ to B- provides a balance between risk and yield.
- Active management allows for flexibility in portfolio construction.
- ETF structure offers liquidity and transparency.
- Established brand reputation of iShares.
What Are BCLO's Weaknesses?
Concentration in CLOs may limit diversification.
- Performance is dependent on the manager's skill in selecting CLOs.
- Absence of a dividend may deter some investors.
- Market Cap is relatively small at $0.07B.
What Are the Key Risks for BCLO?
Economic downturn could negatively impact CLO performance and increase default rates.
- Changes in interest rates could affect CLO valuations and investor demand.
- Concentration in CLOs may limit diversification and increase exposure to specific credit risks.
- Regulatory changes could impact the CLO market and affect BCLO's investment strategy.
What Are BCLO's Competitive Advantages?
- Expertise in CLO market analysis and selection.
- Active management approach that can adapt to changing market conditions.
- ETF structure that provides liquidity and transparency.
- Established brand reputation of iShares.
What Does BCLO Do?
The iShares BBB-B CLO Active ETF (BCLO) is designed to provide investors with a combination of capital preservation and current income. The fund achieves this objective by investing primarily in collateralized loan obligations (CLOs) that are rated between BBB+ and B-. CLOs are a type of asset-backed security that pools together a portfolio of loans, typically corporate loans, and divides them into different tranches with varying levels of risk and return. BCLO focuses on the tranches that offer a balance between risk and yield, specifically those rated BBB+ to B-. The fund is managed actively, meaning that the portfolio manager has the discretion to select and adjust the holdings based on market conditions and credit analysis. This active management approach aims to enhance returns and manage risk effectively within the CLO market. The ETF structure allows investors to access this specialized asset class with the liquidity and transparency of an exchange-traded fund. BCLO's investment strategy makes it a targeted option for investors seeking income generation and diversification within their fixed-income portfolios.
What Products and Services Does BCLO Offer?
- Invests primarily in collateralized loan obligations (CLOs).
- Focuses on CLOs rated between BBB+ and B-.
- Seeks to provide capital preservation and current income.
- Actively manages the portfolio to adapt to market conditions.
- Offers exposure to the CLO market through an ETF structure.
- Provides liquidity and transparency to investors.
- Targets investors seeking income generation and diversification.
How Does BCLO Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to attract and retain investors by delivering competitive risk-adjusted returns.
- Utilizes active management to enhance returns and mitigate risks within the CLO market.
What Industry Does BCLO Operate In?
The asset management industry is characterized by a diverse range of investment vehicles, including ETFs like BCLO. These funds cater to specific investment strategies and risk profiles. The CLO market, in which BCLO operates, is a specialized segment within fixed income. It is influenced by factors such as interest rates, credit spreads, and macroeconomic conditions. Competitors like DEED, FLMX, LCR, PPI, and PSMO offer alternative fixed-income strategies, but BCLO distinguishes itself by focusing specifically on actively managed CLOs rated BBB+ to B-. As of 2026-03-17, the industry is seeing increased demand for specialized fixed-income products, driven by investors seeking yield in a low-interest-rate environment.
Who Are BCLO's Key Customers?
- Institutional investors seeking fixed-income exposure.
- Financial advisors looking for income-generating investments for their clients.
- Retail investors seeking diversification and yield in their portfolios.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
BCLO Financials
Bull Case vs Bear Case
Bull Case
- Focus on CLOs rated BBB+ to B- provides a balance between risk and yield.
- Active management allows for flexibility in portfolio construction.
- ETF structure offers liquidity and transparency.
- Established brand reputation of iShares.
Bear Case
- Concentration in CLOs may limit diversification.
- Performance is dependent on the manager's skill in selecting CLOs.
- Absence of a dividend may deter some investors.
- Market Cap is relatively small at $0.07B.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
BCLO Latest News
No recent news available for BCLO.
BCLO Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for BCLO.
Price Targets
Wall Street price target analysis for BCLO.
BCLO MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for BCLO; grades run from A+ (80-100) to F (below 30).
Common Questions About BCLO (Financials)
What are the main risks for BCLO?
The main risks for BCLO include credit risk, interest rate risk, and liquidity risk. Credit risk refers to the possibility that borrowers within the CLO portfolio may default on their loans, leading to losses for the fund. Interest rate risk arises from the potential for changes in interest rates to affect the value of the CLOs.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The CLO market is complex and subject to rapid changes, which could impact BCLO's performance.