BLCV Institutional Ownership
iShares Large Cap Value Active ETF
1W: -2.1%
1M: -6.3%
3M: -2.4%
YTD: -3.0%
1Y: +16.6%
$39.56
Last traded 2026-03-13 — delisted
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Institutional Ownership — BLCV
35
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
308M
Total Invested
9
New Positions
13
Increased
12
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (35 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | EP Wealth Advisors, LLC | 5,033,084 | $199M | -141,476 | -2.7% | 2Q | SEC ↗ |
| 2 | EQ LLC | 663,714 | $26M | -201,675 | -23.3% | 2Q | SEC ↗ |
| 3 | PRINCIPAL SECURITIES, INC. | 297,716 | $12M | -16,650 | -5.3% | 2Q | SEC ↗ |
| 4 | MML INVESTORS SERVICES, LLC | 264,245 | $10M | +45,542 | +20.8% | 2Q | SEC ↗ |
| 5 | Skyline Advisors, Inc. | 214,230 | $8M | +30,576 | +16.6% | 2Q | SEC ↗ |
| 6 | Spectrum Planning & Advisory Services | 167,230 | $7M | -38,978 | -18.9% | 2Q | SEC ↗ |
| 7 | Sigma Planning Corp | 138,379 | $5M | +8,113 | +6.2% | 2Q | SEC ↗ |
| 8 | LPL Financial LLC | 128,498 | $5M | -19,272 | -13.0% | 2Q | SEC ↗ |
| 9 | MCDONALD PARTNERS LLC | 106,565 | $4M | +53,717 | +101.6% | 2Q | SEC ↗ |
| 10 | Quantinno Capital Management LP NEW | 79,192 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 11 | GOLDMAN SACHS GROUP INC NEW | 70,974 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 12 | COFG Advisors, LLC | 35,772 | $1M | +5,206 | +17.0% | 2Q | SEC ↗ |
| 13 | Visionary Wealth Advisors | 33,878 | $1M | +22,199 | +190.1% | 2Q | SEC ↗ |
| 14 | J.W. COLE ADVISORS, INC. | 32,547 | $1M | +5,326 | +19.6% | 2Q | SEC ↗ |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 30,258 | $1M | +5,362 | +21.5% | 2Q | SEC ↗ |
| 16 | Summit Financial, LLC | 25,794 | $1M | +9,976 | +63.1% | 2Q | SEC ↗ |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 19,495 | $771K | -196,442 | -91.0% | 2Q | SEC ↗ |
| 18 | OSAIC HOLDINGS, INC. | 18,647 | $738K | +7,974 | +74.7% | 2Q | SEC ↗ |
| 19 | Register Financial Advisors LLC NEW | 13,983 | $553K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Equitable Holdings, Inc. NEW | 10,748 | $425K | — | +0.0% | 1Q | SEC ↗ |
| 21 | BUCKHEAD CAPITAL MANAGEMENT LLC | 9,587 | $379K | +3,991 | +71.3% | 2Q | SEC ↗ |
| 22 | Merit Financial Group, LLC NEW | 9,153 | $362K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Keystone Financial Group | 7,610 | $301K | +964 | +14.5% | 2Q | SEC ↗ |
| 24 | CITADEL ADVISORS LLC NEW | 7,202 | $285K | — | +0.0% | 1Q | SEC ↗ |
| 25 | RAYMOND JAMES FINANCIAL INC | 6,417 | $254K | -2,205 | -25.6% | 2Q | SEC ↗ |
| 26 | MGO ONE SEVEN LLC NEW | 6,055 | $240K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Cetera Investment Advisers | 5,867 | $232K | +74 | +1.3% | 2Q | SEC ↗ |
| 28 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,640 | $223K | -2,319 | -29.1% | 2Q | SEC ↗ |
| 29 | DELTA FINANCIAL ADVISORS LLC NEW | 2,453 | $97K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Founders Financial Alliance, LLC | 700 | $28K | — | +0.0% | 2Q | SEC ↗ |
| 31 | IFG Advisory, LLC NEW | 113 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 32 | TRUIST FINANCIAL CORP | 0 | $0K | -7,839 | -100.0% | 1Q | SEC ↗ |
| 33 | UBS Group AG | 0 | $0K | -399 | -100.0% | 1Q | SEC ↗ |
| 34 | WELLS FARGO & COMPANY/MN | 0 | $0K | -381 | -100.0% | 1Q | SEC ↗ |
| 35 | Sage Mountain Advisors LLC | 0 | $0K | -6,897 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| Quantinno Capital Management LP | 79,192 | $3M |
| GOLDMAN SACHS GROUP INC | 70,974 | $3M |
| Register Financial Advisors LLC | 13,983 | $553K |
| Equitable Holdings, Inc. | 10,748 | $425K |
| Merit Financial Group, LLC | 9,153 | $362K |
| CITADEL ADVISORS LLC | 7,202 | $285K |
| MGO ONE SEVEN LLC | 6,055 | $240K |
| DELTA FINANCIAL ADVISORS LLC | 2,453 | $97K |
| IFG Advisory, LLC | 113 | $4K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TRUIST FINANCIAL CORP | 7,839 | $310K |
| Sage Mountain Advisors LLC | 6,897 | $273K |
| UBS Group AG | 399 | $16K |
| WELLS FARGO & COMPANY/MN | 381 | $15K |
Biggest Increases (13)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MCDONALD PARTNERS LLC | +53,717 | +101.6% | 106,565 |
| MML INVESTORS SERVICES, LLC | +45,542 | +20.8% | 264,245 |
| Skyline Advisors, Inc. | +30,576 | +16.6% | 214,230 |
| Visionary Wealth Advisors | +22,199 | +190.1% | 33,878 |
| Summit Financial, LLC | +9,976 | +63.1% | 25,794 |
| Sigma Planning Corp | +8,113 | +6.2% | 138,379 |
| OSAIC HOLDINGS, INC. | +7,974 | +74.7% | 18,647 |
| ENVESTNET ASSET MANAGEMENT INC | +5,362 | +21.5% | 30,258 |
| J.W. COLE ADVISORS, INC. | +5,326 | +19.6% | 32,547 |
| COFG Advisors, LLC | +5,206 | +17.0% | 35,772 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | +3,991 | +71.3% | 9,587 |
| Keystone Financial Group | +964 | +14.5% | 7,610 |
| Cetera Investment Advisers | +74 | +1.3% | 5,867 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| EQ LLC | -201,675 | -23.3% | 663,714 |
| COMMONWEALTH EQUITY SERVICES, LLC | -196,442 | -91.0% | 19,495 |
| EP Wealth Advisors, LLC | -141,476 | -2.7% | 5,033,084 |
| Spectrum Planning & Advisory Servic | -38,978 | -18.9% | 167,230 |
| LPL Financial LLC | -19,272 | -13.0% | 128,498 |
| PRINCIPAL SECURITIES, INC. | -16,650 | -5.3% | 297,716 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -2,319 | -29.1% | 5,640 |
| RAYMOND JAMES FINANCIAL INC | -2,205 | -25.6% | 6,417 |