iShares Large Cap Val ActBLCVETF

13F holders, Q1 2026 (March 31)
26holders
$36.12avg. 13F price*

At the end of Q1 2026, 26 institutions reported holding iShares Large Cap Val Act (BLCV) in their 13F filings. The largest holders were EP Wealth Advisors, LLC ($186.9M), Eq LLC ($31.3M) and Principal Securities, Inc. ($11.4M).

Company
iShares Large Cap Val Act
Filed as
BLACKROCK ETF TRUST (Q1 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

InstitutionsTotal Value
New Positions11$188.7M
Exits0$0

Ownership 26 holders

EP Wealth Advisors, LLC 0.92% New 5,174,560 $186.9M
Eq LLC 8.80% Add +9.9% 865,389 $31.3M
Principal Securities, Inc. 0.17% Add +52.3% 314,366 $11.4M
MML Investors Services, LLC 0.02% Reduce -11.8% 218,703 $7.9M
Commonwealth Equity Services, LLC 0.01% Reduce -3.7% 215,937 $7.8M
Spectrum Planning & Advisory Services Inc. 3.69% Reduce -3.6% 206,208 $7.4M
Skyline Advisors, Inc. 2.31% Add +2094.7% 183,654 $6.6M
LPL Financial LLC 0.00% Reduce -26.6% 147,770 $5.3M
Sigma Planning Corp 0.13% Add +18.5% 130,266 $4.7M
McDonald Partners LLC 0.45% Add +287.5% 52,848 $1.9M
COFG Advisors, LLC 0.27% No change 30,566 $1.1M
J.W. Cole Advisors, Inc. 0.03% Add +0.5% 27,221 $983K
Envestnet Asset Management Inc. 0.00% Add +0.9% 24,896 $899K
Summit Financial, LLC 0.01% Add +6.5% 15,818 $571K
Visionary Wealth Advisors 0.02% Add +66.9% 11,679 $422K
Osaic Holdings, Inc. 0.00% Add +0.3% 10,673 $386K
Raymond James Financial Inc. 0.00% New 8,622 $311K
Susquehanna International Group, LLP 0.00% New 7,959 $287K
Truist Financial Corp. 0.00% New 7,839 $285K
Sage Mountain Advisors LLC 0.02% New 6,897 $249K
Keystone Financial Group 0.02% New 6,646 $240K
Cetera Investment Advisers 0.00% New 5,793 $209K
Buckhead Capital Management LLC 0.08% New 5,596 $202K
Founders Financial Alliance, LLC 0.00% New 700 $25K
UBS Group AG 0.00% New 399 $14K
Wells Fargo & Company 0.00% New 381 $14K

"% 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.