BLCR
iShares Large Cap Core Active ETF
iShares Large Cap Core Active ETF seeks to provide long-term capital appreciation by investing primarily in a diversified portfolio of large-cap U.S. equities while employing an active management strategy.
US
EQUITY
Active
MANAGEMENT STYLE
$ 9.3 B
ASSETS UNDER MGMT
38 bp
EXPENSES
Fund Basics
| Inception date | Oct 24, 2023 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| MICROSOFT CORP | 6.6 % |
| NVIDIA CORP | 6.5 % |
| AMAZON.COM INC | 5.5 % |
| VISA INC. CLASS A | 4.9 % |
| APPLE INC | 4.8 % |
| META PLATFORMS INC | 4.4 % |
| CARDINAL HEALTH INC | 3.9 % |
| ALPHABET INC. CLASS A | 3.6 % |
| HASBRO INC | 3.0 % |
| MICRON TECHNOLOGY INC | 2.9 % |
Constituent Breakdown
| Number of holdings | 36 |
| Herfindahl-Hirschman Index | 329 |
| Wgt avg mkt cap (mns) | $1,387,226 |
| Large cap (>$10bn) | 92.0% |
| Mid cap ($2-10bn) | 0.2% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 95.5% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 88.7 % |
 |
SINGAPORE | 1.5 % |
 |
CANADA | 1.2 % |
 |
BRITAIN | 1.1 % |
 |
IRELAND | 0.6 % |
Historical Performance
Standardized Performance (as of 09/30/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 15.6% | 22.1% | 23.4% | -- | -- | -- | -- | 277.3% |
| Dividend Yield | 0.3% | 0.4% | 0.5% | -- | -- | -- | -- | 1.1% |
| Total Returns | 15.9% | 22.6% | 23.9% | -- | -- | -- | -- | 278.4% | Ann. Volatility | 17.8% | 17.4% | 19.4% | -- | -- | -- | -- | 999.9% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 1.23 | 84% |
| MSCI EAFE | 0.80 | 53% |
| MSCI Emg Mkts | 0.56 | 66% |
Liquidity Measures
| Avg. volume (000) | 945 |
| ADV traded (mns) | $44 |
| Turnover | 0.5% |
| Avg. Bid/Ask (% of price) | 0.03% |
Technical Indicators
| 30d moving avg. (EMA) | $48.99 |
| Relative strength (RSI) | 45 |
| MACD/Signal | -0.37/-0.22 |
| Bollinger Bands (Upper/Lower) | $50.72/$47.49 |
| Short interest (% of AUM) | 0.1% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. BLCR |
Expenses vs. BLCR |
ALTAR Score™ vs. BLCR |
|---|---|---|---|---|
| USMC | Principal U.S. Mega-Cap ETF | 44.5% | -26 bp | +0.8% |
| XLG | Invesco S&P 500 Top 50 ETF | 44.3% | -18 bp | +1.0% |
| GFGF | Guru Favorite Stocks ETF Guru Favorite Stocks Fund | 44.0% | +28 bp | +1.4% |
| GROZ | Zacks Focus Growth ETF | 42.2% | +76 bp | +0.3% |
| OEF | iShares S&P 100 ETF | 42.1% | -18 bp | +1.1% |
| FFLC | Fidelity Fundamental Large Cap Core ETF | 41.9% | 0 bp | +1.2% |
| TOPT | iShares Top 20 U.S. Stocks ETF | 41.3% | -18 bp | +1.0% |
| THRO | iShares U.S. Thematic Rotation Active ETF | 41.1% | +19 bp | +1.1% |
| NYSX | Global X NYSE 100 ETF | 41.1% | -29 bp | +1.0% |
| GSPY | Gotham Enhanced 500 ETF | 41.0% | +27 bp | +1.6% |
Risk and Returns: BLCR vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 11/6/2026
Peer Group Comparison
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Historical Valuation Trends Sample data. Subscribe for access.
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
4.1%
ALTAR SCORE™
22nd
PERCENTILE
UNDERWEIGHT
ETFRC RATING
There are 1,388 funds in the US Equity category with an average
ALTAR Score™ of 5.7% and a standard deviation
of 2.1%. BLCR's ALTAR Score™ is approximately -0.8 standard
deviations above the category average. This places BLCR in the 22nd percentile
among funds in the category.
Sell-Side Consensus
$60.94
PRICE TARGET
+31.3%
UPSIDE