ISHARES LARGE CAP VAL ACT (BLCV) Institutional Ownership Changes & 13F Activity

ISHARES LARGE CAP VAL ACT (BLCV). 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 Eq Llc, Commonwealth Equity Services, Llc, Ep Wealth Advisors, Llc, Quantinno Capital Management Lp, and Goldman Sachs Group Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+5,362+21.5%30,258$1.25MQ2 2026Sep 23, 2026
Citadel Advisors LlcBuy+7,202—7,202$297.51KQ2 2026Sep 02, 2026
Equitable Holdings, Inc.Buy+10,748—10,748$444.00KQ2 2026Aug 17, 2026
Goldman Sachs Group IncBuy+70,974—70,974$2.93MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+7,974+74.7%18,647$770.32KQ2 2026Aug 14, 2026
Cofg Advisors, LlcBuy+5,206+17.0%35,772$1.48MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-2,319-29.1%5,640$232.99KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-2,205-25.6%6,417$265.09KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+113—113$4.67KQ2 2026Aug 14, 2026
Quantinno Capital Management LpBuy+79,192—79,192$3.27MQ2 2026Aug 13, 2026
Visionary Wealth AdvisorsBuy+22,199+190.1%33,878$1.40MQ2 2026Aug 13, 2026
Ep Wealth Advisors, LlcSell-141,476-2.7%5,033,084$207.92MQ2 2026Aug 12, 2026
Summit Financial, LlcBuy+9,976+63.1%25,794$1.07MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+74+1.3%5,867$242.38KQ2 2026Aug 12, 2026
Mml Investors Services, LlcBuy+45,542+20.8%264,245$10.92MQ2 2026Aug 07, 2026
Lpl Financial LlcSell-19,272-13.0%128,498$5.31MQ2 2026Aug 07, 2026
Sigma Planning CorpBuy+8,113+6.2%138,379$5.72MQ2 2026Aug 07, 2026
Buckhead Capital Management LlcBuy+3,991+71.3%9,587$396.04KQ2 2026Aug 06, 2026
Delta Financial Advisors LlcBuy+2,453—2,453$220.45KQ2 2026Aug 05, 2026
Principal Securities, Inc.Sell-16,650-5.3%297,716$12.30MQ2 2026Aug 04, 2026
Mgo One Seven LlcBuy+6,055—6,055$250.12KQ2 2026Jul 31, 2026
Commonwealth Equity Services, LlcSell-196,442-91.0%19,495$805.36KQ2 2026Jul 29, 2026
Keystone Financial GroupBuy+964+14.5%7,610$314.35KQ2 2026Jul 29, 2026
Mcdonald Partners LlcBuy+53,717+101.6%106,565$4.40MQ2 2026Jul 28, 2026
Eq LlcSell-201,675-23.3%663,714$27.42MQ2 2026Jul 23, 2026
J.W. Cole Advisors, Inc.Buy+5,326+19.6%32,547$1.34MQ2 2026Jul 21, 2026
Skyline Advisors, Inc.Buy+30,576+16.6%214,230$8.85MQ2 2026Jul 20, 2026
Merit Financial Group, LlcBuy+9,153—9,153$378.11KQ2 2026Jul 20, 2026
Register Financial Advisors LlcBuy+13,983—13,983$577.64KQ2 2026Jul 15, 2026
Spectrum Planning & Advisory Services Inc.Sell-38,978-18.9%167,230$6.91MQ2 2026Jul 14, 2026
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Frequently asked questions about BLCV activity

  • Which institutional owners are buying BLCV?

    Institutional owners buying BLCV 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 BLCV activity?

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

  • Is institutional interest in BLCV increasing?

    Institutional interest in BLCV 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.