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iShares BBB-B CLO Active ETF (BCLO)
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Upturn Advisory Summary
10/24/2025: BCLO (1-star) is a SELL. SELL since 2 days. Simulated Profits (3.98%). Updated daily EoD!
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 3.98% | Avg. Invested days 115 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 ETF that invests primarily in U.S. dollar-denominated, investment-grade and below-investment-grade (BBB-B rated) collateralized loan obligations (CLOs). Its goal is to maximize total return, consistent with prudent investment management.
Reputation and Reliability
BlackRock is a globally recognized and reputable asset manager with extensive experience in ETFs.
Management Expertise
BlackRock has a dedicated team of fixed income professionals managing actively managed ETFs, bringing considerable expertise to the CLOZ ETF.
Investment Objective
Goal
Maximize total return.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index; it's actively managed. The fund's managers select CLOs that they believe offer the best risk-adjusted returns.
Composition The ETF holds a portfolio of BBB-B rated CLOs.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 58270000
Competitors
Key Competitors
- ECLO
Competitive Landscape
The actively managed CLO ETF market is relatively small with a few key players. CLOZ's advantage stems from BlackRock's established brand and active management expertise, while its disadvantage is its active management fees which are higher than passive ETFs, and it relies on manager skill to outperform the market.
Financial Performance
Historical Performance: Historical performance data is available on the iShares website and other financial data providers.
Benchmark Comparison: Performance should be compared to a suitable benchmark for CLO investments; this information can be found in the ETF's prospectus or fact sheet.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
The average daily trading volume determines the ETF's liquidity; higher volume indicates greater liquidity.
Bid-Ask Spread
The bid-ask spread reflects the cost of trading; a narrower spread indicates higher liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate levels, credit spreads, and regulatory changes can affect the performance of CLOZ.
Growth Trajectory
The growth of CLOZ depends on investor demand for CLO exposure and the fund's ability to generate attractive returns.
Moat and Competitive Advantages
Competitive Edge
CLOZ benefits from BlackRock's expertise in fixed income and active management, offering potential for outperformance. The active management style allows the fund to adjust its holdings based on market conditions, potentially mitigating risks and capturing opportunities. The focus on BBB-B rated CLOs provides a specific risk/return profile not easily replicated by passive ETFs. The fund's access to BlackRock's research and resources is a significant advantage.
Risk Analysis
Volatility
CLOZ's volatility will depend on the volatility of the underlying CLO market. Lower-rated CLOs are generally more volatile.
Market Risk
The ETF is exposed to credit risk (the risk that borrowers default on their loans), interest rate risk, and liquidity risk associated with the CLO market.
Investor Profile
Ideal Investor Profile
The ideal investor for CLOZ is someone with a higher risk tolerance seeking enhanced yield through exposure to CLOs. Investors should have an understanding of CLOs and be comfortable with the associated risks.
Market Risk
CLOZ is potentially suitable for long-term investors seeking income, but not necessarily for active traders due to the specialized nature of the underlying assets.
Summary
The iShares BBB-B CLO Active ETF (CLOZ) is an actively managed ETF that invests in BBB-B rated CLOs, offering a potential for higher yields. BlackRock's active management aims to navigate the complexities of the CLO market and deliver superior risk-adjusted returns. CLOZ is exposed to credit risk and interest rate risk and may be more volatile than investment-grade bond funds. Investors should understand the risks associated with CLOs before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock
- ETF.com
- SEC Filings
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share data may not be available for all ETFs.
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.