iShares Large Cap Val ActBLCVETF

13F holders, Q2 2026 (June 30)
31holders +5
9new positions
4sold out
1famous investor
$41.33avg. 13F price*

At the end of Q2 2026, 31 institutions reported holding iShares Large Cap Val Act (BLCV) in their 13F filings, up 5 from Q1 2026. 9 opened new positions and 4 sold out. The largest holders were EP Wealth Advisors, LLC ($207.9M), Eq LLC ($27.4M) and Principal Securities, Inc. ($12.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Large Cap Val Act
Filed as
BLACKROCK ETF TRUST (Q2 2026)
CUSIP
09290C616
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2026: 26Q1 2026Q2 2026: 31Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions9$8.4M
Exits4$562K

All 13F filers, Q1 2026 → Q2 2026: 398,893 shares bought and 634,533 shares sold, net −235,640 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 31 holders

EP Wealth Advisors, LLC 0.79% Reduce -2.7% 5,033,084 $207.9M
Eq LLC 6.73% Reduce -23.3% 663,714 $27.4M
Principal Securities, Inc. 0.15% Reduce -5.3% 297,716 $12.3M
MML Investors Services, LLC 0.02% Add +20.8% 264,245 $10.9M
Skyline Advisors, Inc. 2.78% Add +16.6% 214,230 $8.8M
Spectrum Planning & Advisory Services Inc. 3.09% Reduce -18.9% 167,230 $6.9M
Sigma Planning Corp 0.14% Add +6.2% 138,379 $5.7M
LPL Financial LLC 0.00% Reduce -13.0% 128,498 $5.3M
McDonald Partners LLC 1.07% Add +101.6% 106,565 $4.4M
Quantinno Capital Management LP 0.00% New 79,192 $3.3M
Goldman Sachs Group Inc. 0.00% New 70,974 $2.9M
COFG Advisors, LLC 0.26% Add +17.0% 35,772 $1.5M
Visionary Wealth Advisors 0.06% Add +190.1% 33,878 $1.4M
J.W. Cole Advisors, Inc. 0.02% Add +19.6% 32,547 $1.3M
Envestnet Asset Management Inc. 0.00% Add +21.5% 30,258 $1.2M
Summit Financial, LLC 0.01% Add +63.1% 25,794 $1.1M
Commonwealth Equity Services, LLC 0.00% Reduce -91.0% 19,495 $805K
Osaic Holdings, Inc. 0.00% Add +74.7% 18,647 $770K
Register Financial Advisors LLC 0.18% New 13,983 $578K
Equitable Holdings, Inc. 0.00% New 10,748 $444K
Buckhead Capital Management LLC 0.14% Add +71.3% 9,587 $396K
Merit Financial Group, LLC 0.00% New 9,153 $378K
Keystone Financial Group 0.02% Add +14.5% 7,610 $314K
Citadel Advisors 0.00% New 7,202 $298K
Raymond James Financial Inc. 0.00% Reduce -25.6% 6,417 $265K
Mgo One Seven LLC 0.00% New 6,055 $250K
Cetera Investment Advisers 0.00% Add +1.3% 5,867 $242K
Susquehanna International Group, LLP 0.00% Reduce -29.1% 5,640 $233K
Delta Financial Advisors LLC 0.05% New 2,453 $220K
Founders Financial Alliance, LLC 0.00% No change 700 $29K
IFG Advisory, LLC 0.00% New 113 $5K

"% of holder's portfolio" is BLCV's weight in each manager's 13F, not the share of iShares Large Cap Val Act the manager owns.