Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- About
iShares BBB-B CLO Active ETF (BCLO)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: BCLO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 2.85% | Avg. Invested days 67 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 46.98 - 49.89 | Updated Date 06/6/2025 |
52 Weeks Range 46.98 - 49.89 | Updated Date 06/6/2025 |
Upturn AI SWOT
iShares BBB-B CLO Active ETF
ETF Overview
Overview
The iShares BBB-B CLO Active ETF (CLOZ) is an actively managed fund focusing on collateralized loan obligations (CLOs) rated BBB and B. It aims to provide current income and capital appreciation by investing primarily in U.S. dollar-denominated CLOs.
Reputation and Reliability
BlackRock, the issuer, is a globally recognized asset manager with a strong reputation and extensive experience in the ETF market.
Management Expertise
The fund is managed by a team of experienced professionals specializing in structured credit and fixed-income investments.
Investment Objective
Goal
The ETF's goal is to provide current income and capital appreciation.
Investment Approach and Strategy
Strategy: The fund employs an active management strategy, selecting CLOs based on factors such as credit quality, yield, and market outlook.
Composition The ETF's assets consist primarily of BBB and B-rated U.S. dollar-denominated CLOs.
Market Position
Market Share: CLOZ holds a notable market share within the actively managed CLO ETF segment, but the overall market is still developing.
Total Net Assets (AUM): 44870000
Competitors
Key Competitors
- JANX (Janus Henderson AAA CLO ETF)
- JAAA (Nuveen AAA CLO ETF)
- ICLO (Invesco CLO Senior Loan ETF)
Competitive Landscape
The competitive landscape is characterized by a few key players offering access to the CLO market. CLOZ has advantages because of its active management approach, while others are focused on AAA rated and Senior loans. Some are passive and some are more actively managed and will vary in the exposure to varying qualities of CLOs.
Financial Performance
Historical Performance: Historical performance data is available in the ETF factsheet and other sources. Returns can vary significantly based on market conditions and active management decisions.
Benchmark Comparison: There is no directly comparable benchmark index for actively managed CLO ETFs. Performance is typically compared to broader fixed-income indices.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
The ETF's average trading volume indicates moderate liquidity.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting sufficient trading activity.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, credit spreads, and regulatory changes can significantly impact the performance of CLOs and the ETF.
Growth Trajectory
Growth of ETF CLOZ is dependent on overall investor sentiment, broader adoption of CLOs as investments, and active management adjustments in allocation.
Moat and Competitive Advantages
Competitive Edge
CLOZ benefits from BlackRock's expertise in fixed income and structured credit, providing a strong foundation for active management. Its focus on BBB and B-rated CLOs allows for potentially higher yields compared to AAA-rated CLO ETFs. However, this focus also brings higher credit risk. BlackRock's brand recognition and distribution network also contribute to its competitive advantage.
Risk Analysis
Volatility
The ETF's volatility can be moderate to high, reflecting the underlying credit risk of BBB and B-rated CLOs.
Market Risk
CLOs are subject to credit risk, interest rate risk, and liquidity risk. Changes in economic conditions or credit market sentiment can negatively impact CLO values.
Investor Profile
Ideal Investor Profile
CLOZ may be suitable for sophisticated investors seeking higher income and capital appreciation, willing to accept moderate to high credit risk and who understand structured products.
Market Risk
This ETF is more suited for investors with a higher risk tolerance and a longer-term investment horizon.
Summary
The iShares BBB-B CLO Active ETF is an actively managed fund providing exposure to BBB and B-rated CLOs. BlackRock's expertise and active management strategy can potentially generate attractive returns. However, investors should consider the credit risks associated with the underlying CLOs. This fund is suitable for experienced investors seeking income and capital appreciation, with a tolerance for moderate to high credit risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and ETF performance can change over time.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares BBB-B CLO Active ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets, plus the amount of borrowings for investment purposes, in CLOs that are, at the time of purchase, rated from BBB+ to B-. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.