Off to a promising start. The strategy lost both of its previous comanagers in 2024, their departures occurring independently. They were succeeded by lead manager Ibrahim Kanan, alongside comanagers Sam Console and Sally Du. The investment process has continued to evolve, with the new management team implementing further changes that appear promising but warrant further monitoring. Given the highly competitive nature of the US equity market, it is too soon to determine whether the team enjoys a lasting advantage. As a result, the People and Process ratings remain at Average.
iShares Large Cap Core Active ETF BLCR
Morningstar’s Analysis BLCR
Will BLCR outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the BLCR management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of BLCR’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 44.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 6.87 | 409M | Technology |
Amazon.com Inc | 6.76 | 403M | Consumer Cyclical |
Alphabet Inc Class A | 5.14 | 306M | Communication Services |
Microsoft Corp | 4.47 | 267M | Technology |
Meta Platforms Inc Class A | 4.35 | 259M | Communication Services |
Visa Inc Class A | 3.54 | 211M | Financial Services |
Micron Technology Inc | 3.50 | 209M | Technology |
BlackRock Cash Funds Treasury SL Agency | 3.34 | 199M | Cash and Equivalents |
Apple Inc | 3.29 | 196M | Technology |
Cardinal Health Inc | 3.23 | 192M | Healthcare |
United States