Lawrence Rothman, CFA, The Motley Fool

2026 年 4 月 14 日（美國東部時間 上午 8:07）


According to a filing with the Securities and Exchange Commission dated April 8, Sharkey, Howes & Javer reported a new stake of 284,414 shares in iShares Large Cap Core Active ETF (NASDAQ:BLCR).

This is a new position, now accounting for 1.6% of Sharkey, Howes & Javer’s 13F reportable assets under management as of March 31.

Top five holdings after the filing:

NYSEMKT: IVV: $71.0 million (9.6% of AUM)

NASDAQ: IUSB: $45.4 million (6.1% of AUM)

NYSEMKT: DYNF: $43.6 million (5.9% of AUM)

NYSEMKT: IVW: $41.9 million (5.7% of AUM)

NYSEMKT: IVE: $39.6 million (5.3% of AUM)


Metric

Value

Price (as of market close April 7)

$42.40

1-year total return

53.3%

The iShares Large Cap Core Active ETF provides investors with actively managed exposure to large‑cap U.S. equities, leveraging both fundamental and quantitative research to inform portfolio construction. The fund aims to deliver enhanced risk‑adjusted returns relative to passive benchmarks.


The fund's active management approach offers flexibility to adjust sector and security allocations in response to changing market conditions.

Seeks to maximize total return by actively investing in large‑cap U.S. equities using fundamental and quantitative analysis.

Portfolio primarily consists of diversified large‑capitalization stocks, with holdings selected based on a combination of financial metrics and market signals.

Structured as an exchange‑traded fund targeting institutional and retail investors seeking core U.S. equity exposure.

Sharkey, Howes & Javer made a fairly aggressive purchase during the first quarter. It quickly ramped up its position, valued at $11.7 million at quarter‑end. That represented 1.6% of the reported $742.3 million in AUM.

Although the iShares Large Cap Core Active ETF has an impressive recent record (53.1% one‑year return through April 13 versus 30% for the S&P 500 index), it’s important for investors to note that the fund launched in October 2023. That’s less than three years ago. Hence, it hasn’t built a long‑term track record.



The fund uses a mix of fundamental analysis and quantitative measures designed to produce outsized total returns. It only has 35 holdings, though.

The ETF does have a fairly low expense ratio, 0.38%, compared to other active funds. That’s important since expenses eat into investors’ returns.

Before you buy stock in BlackRock ETF Trust – iShares Large Cap Core Active ETF, consider this:



View Comments