ISHARES LRG CP CR ACT ETF-UI (BLCR) Institutional Ownership Changes & 13F Activity

ISHARES LRG CP CR ACT ETF-UI (BLCR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Raymond James Financial Inc, Osaic Holdings, Inc., Ameritas Advisory Services, Llc, and Vestmark Advisory Solutions, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+22,957+28.3%104,152$5.25MQ2 2026Sep 09, 2026
Mercer Global Advisors IncBuy+64,45664,456$3.25MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+29,78929,789$1.50MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+286286$14.41KQ2 2026Aug 19, 2026
Concorde Asset Management, LlcBuy+6,5776,577$331.28KQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+4,4734,473$225.31KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+208,954208,954$10.53MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+72,489+8.4%936,830$47.23MQ2 2026Aug 17, 2026
Wny Asset Management, LlcBuy+24,14824,148$1.22MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+18,96618,966$955.00KQ2 2026Aug 17, 2026
Redwood Investment Management, LlcBuy+5,281+13.5%44,483$2.24MQ2 2026Aug 17, 2026
Yukon Wealth Management, Inc.Buy+5,0835,083$256.03KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+4,950+35.7%18,827$948.35KQ2 2026Aug 17, 2026
Bank Of America CorpBuy+2,472,0592,472,059$124.52MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+581,949581,949$29.31MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+404,761+95.3%829,373$41.78MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+261,883+750.0%296,803$14.95MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+223,435+679.5%256,317$12.91MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+141,319+52.8%408,780$20.59MQ2 2026Aug 14, 2026
&PartnersBuy+129,445+94.6%266,318$13.56MQ2 2026Aug 14, 2026
Steelhead Wealth Management LlcBuy+112,715112,715$5.68MQ2 2026Aug 14, 2026
Synergy Investment Management, LlcBuy+103,762103,762$5.23MQ2 2026Aug 14, 2026
Perennial Investment Advisors, LlcBuy+95,21195,211$4.80MQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcBuy+90,38090,380$4.55MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+85,260+10.6%891,956$44.86MQ2 2026Aug 14, 2026
Strategies Wealth Advisors, LlcBuy+85,09685,096$4.29MQ2 2026Aug 14, 2026
Frisch Financial Group, Inc.Buy+77,83177,831$3.92MQ2 2026Aug 14, 2026
Schwallier Wealth Management LlcBuy+63,78563,785$3.21MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+46,30246,302$2.33MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+45,030+9.4%524,753$26.43MQ2 2026Aug 14, 2026
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Frequently asked questions about BLCR activity

  • Which institutional owners are buying BLCR?

    Institutional owners buying BLCR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BLCR activity?

    "Buy" means an investor increased their reported position in BLCR compared to the prior reporting period. This reflects growing exposure to ISHARES LRG CP CR ACT ETF-UI (BLCR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BLCR increasing?

    Institutional interest in BLCR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.