Activist & passive stakes
Investors crossing the 5% ownership line, from SEC Schedule 13D (activist) and 13G (passive) filings. Newest first.
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All filings, new and amended.1–3 of 3
- PassiveAmendment 6Nov 4, 2026iShares International Equity Factor Rotation Active ETFBlackRock Portfolio Management LLC71.3% · 2,710,038 shSEC
- ActivistAmendment 7Oct 27, 2026Andrew Regan22.1% · 2,064,698 shSEC
- PassiveAmendment 4Oct 27, 2026iShares Texas Equity ETFBlackRock Portfolio Management LLC33.9% · 190,000 shSEC
| Filing | Symbol | Holder | % Owned | Shares | Filed | SEC filing |
|---|---|---|---|---|---|---|
PassiveAmendment 6 | — | BlackRock Portfolio Management LLC in iShares International Equity Factor Rotation Active ETF | 71.3% | 2,710,038 | Nov 4, 2026 | SEC |
ActivistAmendment 7 | CDT | Andrew Regan in CDT Equity Inc. | 22.1% | 2,064,698 | Oct 27, 2026 | SEC |
PassiveAmendment 4 | — | BlackRock Portfolio Management LLC in iShares Texas Equity ETF | 33.9% | 190,000 | Oct 27, 2026 | SEC |