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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +5,362 | +21.5% | 30,258 | $1.25M | Q2 2026 | Sep 23, 2026 |
| Citadel Advisors Llc | Buy | +7,202 | — | 7,202 | $297.51K | Q2 2026 | Sep 02, 2026 |
| Equitable Holdings, Inc. | Buy | +10,748 | — | 10,748 | $444.00K | Q2 2026 | Aug 17, 2026 |
| Goldman Sachs Group Inc | Buy | +70,974 | — | 70,974 | $2.93M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +7,974 | +74.7% | 18,647 | $770.32K | Q2 2026 | Aug 14, 2026 |
| Cofg Advisors, Llc | Buy | +5,206 | +17.0% | 35,772 | $1.48M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -2,319 | -29.1% | 5,640 | $232.99K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -2,205 | -25.6% | 6,417 | $265.09K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +113 | — | 113 | $4.67K | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management Lp | Buy | +79,192 | — | 79,192 | $3.27M | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | Buy | +22,199 | +190.1% | 33,878 | $1.40M | Q2 2026 | Aug 13, 2026 |
| Ep Wealth Advisors, Llc | Sell | -141,476 | -2.7% | 5,033,084 | $207.92M | Q2 2026 | Aug 12, 2026 |
| Summit Financial, Llc | Buy | +9,976 | +63.1% | 25,794 | $1.07M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +74 | +1.3% | 5,867 | $242.38K | Q2 2026 | Aug 12, 2026 |
| Mml Investors Services, Llc | Buy | +45,542 | +20.8% | 264,245 | $10.92M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Sell | -19,272 | -13.0% | 128,498 | $5.31M | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | Buy | +8,113 | +6.2% | 138,379 | $5.72M | Q2 2026 | Aug 07, 2026 |
| Buckhead Capital Management Llc | Buy | +3,991 | +71.3% | 9,587 | $396.04K | Q2 2026 | Aug 06, 2026 |
| Delta Financial Advisors Llc | Buy | +2,453 | — | 2,453 | $220.45K | Q2 2026 | Aug 05, 2026 |
| Principal Securities, Inc. | Sell | -16,650 | -5.3% | 297,716 | $12.30M | Q2 2026 | Aug 04, 2026 |
| Mgo One Seven Llc | Buy | +6,055 | — | 6,055 | $250.12K | Q2 2026 | Jul 31, 2026 |
| Commonwealth Equity Services, Llc | Sell | -196,442 | -91.0% | 19,495 | $805.36K | Q2 2026 | Jul 29, 2026 |
| Keystone Financial Group | Buy | +964 | +14.5% | 7,610 | $314.35K | Q2 2026 | Jul 29, 2026 |
| Mcdonald Partners Llc | Buy | +53,717 | +101.6% | 106,565 | $4.40M | Q2 2026 | Jul 28, 2026 |
| Eq Llc | Sell | -201,675 | -23.3% | 663,714 | $27.42M | Q2 2026 | Jul 23, 2026 |
| J.W. Cole Advisors, Inc. | Buy | +5,326 | +19.6% | 32,547 | $1.34M | Q2 2026 | Jul 21, 2026 |
| Skyline Advisors, Inc. | Buy | +30,576 | +16.6% | 214,230 | $8.85M | Q2 2026 | Jul 20, 2026 |
| Merit Financial Group, Llc | Buy | +9,153 | — | 9,153 | $378.11K | Q2 2026 | Jul 20, 2026 |
| Register Financial Advisors Llc | Buy | +13,983 | — | 13,983 | $577.64K | Q2 2026 | Jul 15, 2026 |
| Spectrum Planning & Advisory Services Inc. | Sell | -38,978 | -18.9% | 167,230 | $6.91M | Q2 2026 | Jul 14, 2026 |
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.