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Ishares Bbb-B CLO Active ETF (BCLO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Bank of Montreal
INCREASED
Shares75,221 from 37,035
Change+38,186 (+103%)
Value$3.8M (+$1.9M)
Filed 2026-11-09
Capital Investment Advisory Services, LLC
NEW
Shares68,427
Change+68,427
Value$3.4M
Filed 2026-10-30
LPL Financial LLC
INCREASED
Shares55,622 from 38,601
Change+17,021 (+44%)
Value$2.8M (+$860.8K)
Filed 2026-11-06
Citizens Financial Group Inc
INCREASED
Shares25,384 from 10,106
Change+15,278 (+151%)
Value$1.3M (+$766.7K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares15,160 from 15,160
Change0 (0%)
Value$753.1K (+$3.1K)
Filed 2026-10-13
Markowski Investments
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$100.0K (+$470)
Filed 2026-10-30
BlackRock, Inc.
N/A
Shares— from 1,000,000
Change-1,000,000 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 22,241
Change-22,241 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 16,743
Change-16,743 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 9,225
Change-9,225 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 6,677
Change-6,677 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 4,275
Change-4,275 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 863
Change-863 (-100%)
Value—
Status
Bank of Montreal
INCREASED75,22137,035+38,186+103%$1.8M$3.8M+$1.9M2026-11-09
Capital Investment Advisory Services, LLC
NEW68,427—+68,427——$3.4M—2026-10-30
LPL Financial LLC
INCREASED55,62238,601+17,021+44%$1.9M$2.8M+$860.8K2026-11-06
Citizens Financial Group Inc
INCREASED25,38410,106+15,278+151%$503.0K$1.3M+$766.7K2026-10-23
Wealth Enhancement Advisory Services, LLC
UNCHANGED15,16015,16000%$750.0K$753.1K+$3.1K2026-10-13
Markowski Investments
UNCHANGED2,0002,00000%$99.6K$100.0K+$4702026-10-30
BlackRock, Inc.
N/A—1,000,000-1,000,000-100%$49.8M———
Royal Bank of Canada
N/A—22,241-22,241-100%$1.1M———
Syon Capital LLC
N/A—16,743-16,743-100%$833.4K———
Citadel Advisors LLC
N/A—9,225-9,225-100%$459.2K———
Jane Street Group, LLC
N/A—6,677-6,677-100%$332.3K———
Flow Traders U.S. LLC
N/A—4,275-4,275-100%$213.0K———
Elequin Capital, LP
N/A—863-863-100%$43.0K———
Showing 13 of 13 institutions