VettaFi Talks Fundamental ETFs on Schwab TV

This week, I appeared on Schwab TV for the New York Stock Exchange. Here's a brief recap.

ETF Trends • Oct 2, 2026

BlackRock Model Portfolios Rebalance: Why Active Core Now Has Momentum

The BlackRock Model Portfolio Solutions team made significant allocation shifts during the week ended  September 24, 2026. The team recently managed over $300 billion and often causes shockwaves in the ETF industry.

ETF Trends • Sep 28, 2026

BLCR Is Beating Active Growth ETFs By A Large Percentage, More Upside Is Ahead

iShares Large Cap Core Active ETF has outperformed peers and indices since late 2023, delivering a 105% price return and maintaining strong momentum. BLCR's strategy targets fundamentally sound, high-earnings-growth stocks at reasonable valuations, with a 60% tech allocation and sector diversification to manage risk. Top holdings like NVDA, MSFT, MU, GOOG, META, and AMZN drive performance, supported by robust earnings forecasts and attractive forward PEs versus historical averages.

Seeking Alpha • Sep 11, 2026

What the Top 10 Active ETFs YTD Can Tell Us

2026 is more than halfway done, somehow, after a whirlwind start defined by volatility. Geopolitical risk and AI bubble risk were the headline drivers, even as portfolios were rewarded by strong tech earnings.

ETF Trends • Jun 29, 2026

BLCR: A Top Performing Active Large Cap ETF Worth Watching

The iShares Large Cap Core Active ETF is a highly concentrated, actively managed fund that has outperformed many similar ETFs since its inception in October 2023. BLCR's managers intentionally deviate from consensus, focusing on long-term earnings growth and momentum, differentiating it from passive Index funds. Fundamental analysis reveals an expensive portfolio, both relative to its peers and itself, based on its 5Y average P/E. Quality is also behind another active BlackRock ETF that I prefer.

Seeking Alpha • Jun 18, 2026

Active ETF Inflows Smash Records With $245B in Q1

Active exchange traded fund inflows in the first quarter hit an all-time high of $245.21 billion, crushing last year's record by 70% and pushing global assets to $2.12 trillion.

ETF Trends • Apr 27, 2026

Why Flows Into Active ETFs Are Outpacing Total Market Share

The ETF landscape is undergoing a structural shift as financial advisors increasingly pivot from pure passive indexing toward active management. While the ETF Rule of 2019 provided the regulatory spark, current market volatility and the quest for tax efficiency have accelerated active ETF adoption.

ETF Trends • Apr 20, 2026

This $5 Billion Large-Cap Active ETF Beat Its Benchmark by 17 Points. One Fund Is Buying More

This Minnesota wealth advisory initiated a new position in BLCR, with 81,599 shares acquired during the first quarter. The quarter-end position value increased by $3.35 million as a result.

The Motley Fool • Apr 17, 2026

Sharkey, Howes & Javer Adds iShares Large Cap Core Active ETF Shares

The firm bought 284,414 shares. The position had an $11.7 million value at quarter end.

The Motley Fool • Apr 14, 2026

This Fund Just Bought Up $7.25 Million of a 35-Stock ETF Beating Its Benchmark by 17 Points

Pettinga Financial Advisor established a new stake in BLCR, acquiring 169,230 shares during the first quarter; the estimated trade size was $7.25 million (based on quarterly average pricing). Meanwhile, the quarter-end position value for BLCR was $6.95 million, reflecting the new stake acquired during the period and any price movement.

The Motley Fool • Apr 14, 2026