BCLOiShares BBB-B CLO Active ETF
Seeks capital preservation and current income by investing in CLOs rated from BBB+ to B-.
By iShares · Launched 2025
Annual Cost
0.45%
#2,233 of 5,854 · average
Fund Size
$74M
#3,262 of 5,854 · mid-size
Dividend YieldGoal
6.61%
Track Record
1 year
#4,030 of 5,854 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,583+5.8%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 37.1% of fund✓ well diversified
Oak Hill Credit Partners
5.4%
Palmer Square CLO Ltd
4.5%
GoldenTree Loan Management US CLO1, LTD
4.1%
Apidos CLO
3.9%
BLACKROCK CASH FUNDS TREASURY SL AGENCY SHARES
3.7%
Birch Grove CLO Ltd.
3.4%
GoldenTree Loan Management US CLO1, LTD
3.4%
Golub Capital Partners CLO, LTD
3.0%
Palmer Square CLO Ltd
3.0%
Aimco
2.7%
Asset allocation
Bonds
100.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
2.0%Low
Year-on-year price swings
Max drawdown
-4.4%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Bond profile
Duration
6.9 years
Avg maturity
10.1 years
Credit ratings
BBB
90.8%
BB
9.2%
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks capital preservation and current income by investing in CLOs rated from BBB+ to B-.
- Strategy
- Invests principally in collateralized loan obligations (CLOs) rated from BBB+ to B- to provide capital preservation and current income. Generally invests in U.S. dollar denominated CLOs, with up to 25% in foreign currency CLOs.
- Inception date
- January 29, 2025
- Fund family
- iShares
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Data updated on 2026-08-04