BLCV Institutional Ownership & Shareholders
ISHARES LARGE CAP VAL ACT (BLCV) is currently held by 31 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $308.36M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ep Wealth Advisors, Llc is currently the largest disclosed institutional shareholder of BLCV tracked by InsiderSet, reporting ownership valued at approximately $207.92M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $217.35M, representing an estimated gain of +4.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed BLCV value among the investors covered in this analysis. Major shareholders include Ep Wealth Advisors, Llc, Eq Llc, Principal Securities, Inc., and several other long-term asset managers with concentrated positions in ISHARES LARGE CAP VAL ACT (BLCV).
This page ranks the largest institutional BLCV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
31
Total Reported Value
$308.36M
Largest Holder
Ep Wealth Advisors, Llc
Largest Position
$207.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ep Wealth Advisors, Llc | 0.79% | 5,033,084 | $207,916,688 | $217,346,686 | +$9,429,998 | +4.54% | |
| Eq Llc | 6.73% | 663,714 | $27,418,043 | $28,661,560 | +$1,243,517 | +4.54% | |
| Principal Securities, Inc. | 0.15% | 297,716 | $12,298,648 | $12,856,449 | +$557,801 | +4.54% | |
| Mml Investors Services, Llc | 0.02% | 264,245 | $10,915,951 | $11,411,050 | +$495,099 | +4.54% | |
| Skyline Advisors, Inc. | 2.78% | 214,230 | $8,849,836 | $9,251,223 | +$401,387 | +4.54% | |
| Spectrum Planning & Advisory Services Inc. | 3.09% | 167,230 | $6,908,252 | $7,221,593 | +$313,341 | +4.54% | |
| Sigma Planning Corp | 0.15% | 139,417 | $5,766,302 | $6,020,528 | +$254,226 | +4.41% | |
| Lpl Financial Llc | 0.00% | 128,498 | $5,308,259 | $5,549,006 | +$240,747 | +4.54% | |
| Mcdonald Partners Llc | 1.07% | 106,565 | $4,402,189 | $4,601,860 | +$199,671 | +4.54% | |
| Quantinno Capital Management Lp | 0.00% | 79,192 | $3,271,451 | $3,419,796 | +$148,345 | +4.53% | |
| Goldman Sachs Group Inc | 0.00% | 70,974 | $2,931,936 | $3,064,913 | +$132,977 | +4.54% | |
| Cofg Advisors, Llc | 0.26% | 35,772 | $1,477,741 | $1,544,764 | +$67,023 | +4.54% | |
| Visionary Wealth Advisors | 0.06% | 33,878 | $1,399,517 | $1,462,974 | +$63,457 | +4.53% | |
| J.W. Cole Advisors, Inc. | 0.02% | 32,547 | $1,344,501 | $1,405,497 | +$60,996 | +4.54% | |
| Envestnet Asset Management Inc | 0.00% | 30,258 | $1,249,945 | $1,306,649 | +$56,704 | +4.54% | |
| Summit Financial, Llc | 0.01% | 25,794 | $1,065,560 | $1,113,878 | +$48,318 | +4.53% | |
| Montag A & Associates Inc | 0.04% | 20,086 | $830,757 | $867,386 | +$36,629 | +4.41% | |
| Commonwealth Equity Services, Llc | 0.00% | 18,954 | $783,930 | $818,502 | +$34,572 | +4.41% | |
| Osaic Holdings, Inc. | 0.00% | 18,647 | $770,316 | $805,245 | +$34,929 | +4.53% | |
| Register Financial Advisors Llc | 0.18% | 13,983 | $578,337 | $603,836 | +$25,499 | +4.41% | |
| Equitable Holdings, Inc. | 0.00% | 10,748 | $444,000 | $464,137 | +$20,137 | +4.54% | |
| Buckhead Capital Management Llc | 0.14% | 9,587 | $396,039 | $414,001 | +$17,962 | +4.54% | |
| Merit Financial Group, Llc | 0.00% | 9,153 | $378,110 | $395,259 | +$17,149 | +4.54% | |
| Keystone Financial Group | 0.02% | 7,610 | $314,354 | $328,627 | +$14,273 | +4.54% | |
| Citadel Advisors Llc | 0.00% | 7,202 | $297,515 | $311,008 | +$13,493 | +4.54% | |
| Raymond James Financial Inc | 0.00% | 6,417 | $265,086 | $277,109 | +$12,023 | +4.54% | |
| Roof Eidam Maycock Peralta, Llc | 0.05% | 6,395 | $264,513 | $276,159 | +$11,646 | +4.40% | |
| Cetera Investment Advisers | 0.00% | 5,867 | $242,375 | $253,358 | +$10,983 | +4.53% | |
| Susquehanna International Group, Llp | 0.00% | 5,640 | $232,988 | $243,556 | +$10,568 | +4.54% | |
| Founders Financial Alliance, Llc | 0.00% | 700 | $28,917 | $30,229 | +$1,312 | +4.54% | |
| Ifg Advisory, Llc | 0.00% | 113 | $4,668 | $4,880 | +$212 | +4.54% |
Frequently asked questions about BLCV
Who are the largest institutional holders of BLCV?
The largest institutional holders of BLCV reported in the latest SEC Form 13F filings include Ep Wealth Advisors, Llc, Eq Llc, Principal Securities, Inc., Mml Investors Services, Llc, and Skyline Advisors, Inc.. InsiderSet ranks institutional holders by their latest reported BLCV position.
What is BLCV institutional ownership?
This page tracks BLCV positions reported by institutional investment managers through SEC Form 13F. ISHARES LARGE CAP VAL ACT (BLCV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BLCV?
InsiderSet currently tracks 31 institutional managers reporting BLCV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BLCV shareholders.
How much BLCV stock do institutions own?
Institutional investment managers disclosed approximately $308.36M in BLCV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BLCV institutional ownership last updated?
The latest BLCV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BLCV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BLCV position after the reporting date.
Are institutions buying or selling BLCV?
Institutional buying and selling can be analyzed by comparing BLCV positions across consecutive 13F reporting periods. InsiderSet's BLCV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BLCV ownership changes.
How has BLCV institutional ownership changed over time?
InsiderSet tracks BLCV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.