Morningstar

iShares Large Cap Core Active ETF BLCR

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub

Morningstar’s Analysis BLCR

Will BLCR outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BLCR’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

Senior Principal Natalia Wolfstetter

Natalia Wolfstetter

Senior Principal

Summary

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.

by Natalia Wolfstetter
Rated on Published on

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Portfolio Holdings BLCR

More BLCR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.29 675M
Technology

Microsoft Corp

6.51 603M
Technology

Amazon.com Inc

5.75 533M
Consumer Cyclical

Meta Platforms Inc Class A

5.24 485M
Communication Services

Alphabet Inc Class A

5.09 471M
Communication Services

Apple Inc

4.61 427M
Technology

Visa Inc Class A

4.25 393M
Financial Services

Micron Technology Inc

3.53 326M
Technology

Cardinal Health Inc

3.46 321M
Healthcare

ATI Inc

3.06 283M
Industrials

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