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US Activist Hedge Fund Institutional SEC 13D 13G — July 17, 2026

Activist & Institutional Activity

By Gunpowder Editorial ·

1 high priority 49 medium priority 50 total filings analysed

Executive Summary

The July 17, 2026, batch of 50 SEC filings is dominated by routine, passive ownership disclosures from BlackRock, which filed 44 of the 50 reports. The overwhelming theme is the passive rebalancing and seeding of its own iShares ETF ecosystem, with BlackRock Portfolio Management LLC reporting significant, often majority, stakes in dozens of its own funds.

This activity is non-actionable for activist or institutional strategy, as it reflects internal fund seeding and ordinary-course portfolio management, not a change in investment thesis. Outside of BlackRock, the filings reveal a few notable, non-activist positions: Pzena Investment Management disclosed a new 5.7% passive stake in Cognizant Technology Solutions, and Segra Capital Management revealed a 5.3% stake in X-Energy, Inc. A significant risk flag is the complete exit of Emirates Telecommunications (e&) from its position in Vodafone Group, signaling a strategic shift. The only filing with activist potential is the Schedule 13D for Columbus Circle Capital Corp III, a SPAC, detailing the sponsor's founder share structure and lock-up provisions, which is standard for the SPAC lifecycle. Overall, the digest provides minimal actionable intelligence for activist or institutional activity monitoring, as the vast majority of filings are passive and non-eventful.

Materiality, sentiment, and priority are scored by Gunpowder’s analysis pipeline. How we score filings →

Filing types in this digest: Schedule 13G · Schedule 13D

Tracking the trend? Catch up on the prior US Activist Hedge Fund Institutional SEC 13D 13G digest from July 10, 2026.

Investment Signals (12)

  • Pzena Investment Management / Cognizant Technology Solutions (BULLISH)
    ▲

    Disclosed a new 5.7% passive stake (26.8M shares) as of June 30, 2026. This is a significant new position by a value-oriented manager, signaling potential undervaluation in the IT services sector.

  • Segra Capital Management / X-Energy, Inc. (BULLISH)
    ▲

    Disclosed a new 5.3% passive stake (15.1M shares) as of July 16, 2026. This positions a specialist fund in the nuclear energy space, a sector gaining attention for clean energy and AI power demands.

  • BlackRock / Hasbro, Inc. ↓ (BULLISH)
    ▲

    Increased its passive stake to 12.8% (18.2M shares) as of June 30, 2026. This is a large, stable position in a consumer discretionary giant, indicating confidence in the company's long-term brand value and turnaround potential.

  • BlackRock / Eldorado Gold Corp ↓ (BULLISH)
    ▲

    Maintains a substantial 9.1% passive stake (23.7M shares) as of June 30, 2026. This signals continued institutional confidence in the gold mining sector amid a potentially volatile macro environment.

  • BlackRock / Sprout Social, Inc. ↓ (BULLISH)
    ▲

    Holds a significant 8.4% passive stake (4.5M shares) as of June 30, 2026. This is a large position in a high-growth SaaS company, suggesting a positive long-term view on the social media management space.

  • BlackRock / RxSight, Inc. ↓ (BULLISH)
    ▲

    Holds a 7.2% passive stake (3.0M shares) as of June 30, 2026. This is a notable position in the medical device sector, specifically in the refractive cataract surgery market, signaling confidence in its growth trajectory.

  • BlackRock / Brandywine Realty Trust ↓ (BULLISH)
    ▲

    Holds a 5.2% passive stake (9.0M shares) as of June 30, 2026. This is a new or increased position in a REIT, potentially signaling a view that office/industrial real estate is undervalued.

  • BlackRock / InvenTrust Properties Corp. ↓ (BULLISH)
    ▲

    Holds a 5.3% passive stake (4.1M shares) as of June 30, 2026. This is another new or increased REIT position, reinforcing a potential sector-level theme of institutional interest in real estate.

  • BlackRock / Tivic Health Systems (Valion Bio) ↓
    ▲

    Murchinson Ltd. holds a 9.99% passive stake (440k shares) as of July 10, 2026. The presence of a blocker provision suggests a carefully managed, non-activist position, but the large stake in a small-cap biotech warrants monitoring for potential strategic moves. [NEUTRAL/BULLISH]

  • BlackRock / Zumiez Inc ↓ (BEARISH)
    ▲

    BlackRock's stake fell below the 5% reporting threshold to 4.9% as of June 30, 2026. This is a clear signal of a reduction in a passive position, potentially indicating a bearish view on the specialty retail sector.

  • BlackRock / Washington Trust Bancorp ↓
    ▲

    BlackRock's stake is only 3.2% as of June 30, 2026, well below the 5% threshold. This is a minor position in a regional bank, suggesting limited conviction in the sector. [NEUTRAL/BEARISH]

  • BlackRock / Anika Therapeutics ↓ (NEUTRAL)
    ▲

    BlackRock's stake is 4.1% as of June 30, 2026, below the 5% threshold. This is a small position in a medical aesthetics company, indicating a lack of strong conviction.

Risk Flags (10)

  • Emirates Telecommunications (e&) / Vodafone Group [HIGH RISK]
    ▼

    The filing reports a complete exit to a 0% stake. This is a major strategic reversal from a previously significant position, signaling a loss of confidence or a shift in investment strategy.

  • Wasatch Advisors / Paymentus Holdings [MEDIUM RISK]
    ▼

    The filing indicates a decrease in position, with Wasatch reporting sole voting power over only 4.2M of its 6.2M total shares. This suggests a reduction in the active position, potentially signaling waning conviction in the fintech company.

  • BlackRock / iShares MSCI New Zealand ETF↓ [LOW RISK]
    ▼

    BlackRock reported a 0.0% stake as of June 30, 2026. This is a complete exit from a country-specific ETF, potentially signaling a bearish view on the New Zealand market or a reallocation of resources.

  • BlackRock / iShares Core 1-5 Year USD Bond ETF↓ [LOW RISK]
    ▼

    While the percentage ownership remained flat at 7.0%, the absolute share count decreased from 7.1M to 7.4M. This suggests a slight reduction in exposure to short-term US bonds, potentially a tactical move.

  • BlackRock / Beauty Health Co (SkinHealth Systems)↓ [LOW RISK]
    ▼

    BlackRock holds a 5.6% stake. The company's name change from Beauty Health Co to SkinHealth Systems Inc. in 2021 could signal a rebranding effort, but the passive nature of the filing suggests no activist intent to drive change.

  • BlackRock / Blackstone Digital Infrastructure Trust Inc.↓ [MEDIUM RISK]
    ▼

    BlackRock holds a 5.9% stake. The issuer's name change from Keystone REIT Inc. on December 9, 2025, to a Blackstone-affiliated entity is a significant corporate action. The passive filing suggests BlackRock is not involved in the strategic shift.

  • BlackRock / iShares ESG Advanced MSCI EAFE ETF↓ [LOW RISK]
    ▼

    The filing notes that the United Nations Endowment Fund – OCIO has an interest exceeding 5%. This concentration of ownership by a single, large, non-commercial entity could introduce unique liquidity or redemption risks for the ETF.

  • BlackRock / iShares ESG Advanced Universal USD Bond ETF↓ [LOW RISK]
    ▼

    Similar to the above, the United Nations Endowment Fund - OCIO holds more than 5% of this ETF. This concentration of ownership by a single entity is a risk factor for the fund's stability.

  • Columbus Circle Capital Corp III (SPAC)↓
    ▼

    The Schedule 13D details the sponsor's founder shares purchased for ~$0.003 per share. This extreme dilution risk for public shareholders is a standard but significant risk in SPAC structures. [HIGH RISK for SPAC investors]

  • BlackRock / iShares Euro Investment Grade Corporate Bond USD Hedged ETF↓ [HIGH RISK]
    ▼

    BlackRock holds a 92.6% stake. This extreme concentration of ownership in a single entity (the fund's own seed capital) makes the ETF highly illiquid and vulnerable to large redemptions.

Opportunities (10)

  • Pzena Investment Management / Cognizant Technology Solutions (OPPORTUNITY)
    ◆

    A new 5.7% stake from a renowned value investor suggests the stock is undervalued. Investors could investigate the thesis behind this significant position in the IT services sector.

  • Segra Capital Management / X-Energy, Inc. (OPPORTUNITY)
    ◆

    A new 5.3% stake from a specialist fund in a niche sector (nuclear energy) is a strong signal. This could be a play on the growing demand for clean, reliable power for AI and data centers.

  • BlackRock / Hasbro, Inc.↓ (OPPORTUNITY)
    ◆

    A 12.8% passive stake from the world's largest asset manager is a vote of confidence. The company's strong brand portfolio and potential for a turnaround in the toy and entertainment sector present a long-term opportunity.

  • BlackRock / Sprout Social, Inc.↓ (OPPORTUNITY)
    ◆

    An 8.4% stake in a high-growth SaaS company signals strong institutional conviction. The company's position in the social media management space is a secular growth trend.

  • BlackRock / RxSight, Inc.↓ (OPPORTUNITY)
    ◆

    A 7.2% stake in a medical device company with a unique product (light adjustable lens) for cataract surgery. This is a high-growth niche with a strong IP moat.

  • BlackRock / Eldorado Gold Corp↓ (OPPORTUNITY)
    ◆

    A 9.1% stake in a gold miner is a play on gold prices and inflation hedging. The position size indicates strong conviction in the company's operational execution and asset base.

  • BlackRock / Brandywine Realty Trust & InvenTrust Properties Corp.↓ (OPPORTUNITY)
    ◆

    Two new/increased REIT positions (5.2% and 5.3%) suggest a sector-level opportunity in real estate, potentially in office/industrial properties that are trading at a discount.

  • Murchinson Ltd. / Tivic Health Systems (Valion Bio) (OPPORTUNITY)
    ◆

    A 9.99% stake with a blocker provision is a classic setup for a potential future activist campaign or a strategic partnership. The company's pivot to Valion Bio could be a catalyst.

  • BlackRock / iShares J.P. Morgan Broad USD Emerging Markets Bond ETF↓ (OPPORTUNITY)
    ◆

    BlackRock holds a 63.1% stake. While this is a risk, it also means the ETF is effectively a closed-end fund for the time being, which could lead to pricing inefficiencies if it trades at a discount to NAV.

  • BlackRock / iShares Core MSCI Total International Stock ETF↓
    ◆

    BlackRock holds a 44.7% stake. This massive seed position provides a stable base for the ETF, but also means any significant redemption by BlackRock could cause a dislocation. [OPPORTUNITY for arbitrage]

Sector Themes (7)

  • Passive Asset Management Dominance
    ◆

    44 of 50 filings are from BlackRock, highlighting the overwhelming influence of passive asset managers in the US equity market. This trend reduces the potential for activist-driven change in many companies, as large passive holders are typically non-confrontational.

  • ETF Seeding and Rebalancing
    ◆

    A significant portion of BlackRock's filings (e.g., iShares ETFs) are for internal fund seeding and rebalancing. This is a non-actionable, operational activity that provides no insight into the manager's view on the underlying assets.

  • Value Investing Signal in IT Services
    ◆

    The new 5.7% stake by Pzena Investment Management in Cognizant Technology Solutions is a clear signal from a value-oriented manager. This suggests that the IT services sector may be undervalued, presenting a potential opportunity for investors.

  • Renewed Interest in Nuclear Energy
    ◆

    Segra Capital Management's new 5.3% stake in X-Energy, Inc. is a thematic bet on advanced nuclear energy. This aligns with the broader market trend of seeking clean, reliable power sources for AI and data centers.

  • Institutional Interest in Real Estate
    ◆

    BlackRock's new or increased positions in Brandywine Realty Trust and InvenTrust Properties Corp. suggest a potential sector-level opportunity in real estate, possibly in office/industrial properties that are trading at a discount.

  • Concentration Risk in ETFs
    ◆

    Several filings (e.g., iShares Euro Investment Grade Corporate Bond USD Hedged ETF, iShares J.P. Morgan Broad USD Emerging Markets Bond ETF) show extreme ownership concentration by a single entity (BlackRock). This is a systemic risk for the ETF ecosystem, as large redemptions can cause significant market impact.

  • Strategic Exit from Telecom
    ◆

    The complete exit of Emirates Telecommunications (e&) from Vodafone Group is a major strategic shift, potentially signaling a bearish view on the European telecom sector or a reallocation of capital to other regions/industries.

Watch List (8)

  • Pzena Investment Management / Cognizant Technology Solutions
    👁

    Watch for any 13D filing or further 13G amendments that could signal an activist turn. The next quarterly filing (13F) will reveal the full extent of the position.

  • Segra Capital Management / X-Energy, Inc.
    👁

    Monitor for any additional filings or public statements regarding X-Energy. The company's progress on nuclear reactor projects and potential government contracts will be key catalysts.

  • Emirates Telecommunications (e&) / Vodafone Group
    👁

    Monitor for any public statements from e& regarding their exit strategy and future plans. This could be a precursor to a larger strategic move in the telecom sector.

  • Murchinson Ltd. / Tivic Health Systems (Valion Bio)
    👁

    Watch for any Schedule 13D filing, which would indicate a shift from passive to active intent. The company's upcoming earnings call and any clinical trial updates will be key.

  • Columbus Circle Capital Corp III (SPAC)↓
    👁

    Monitor for announcements regarding a potential business combination target. The lock-up expiration and any insider trading activity will be critical for SPAC investors.

  • BlackRock / Hasbro, Inc.↓
    👁

    Watch for any changes in BlackRock's position or any activist activity from other investors. Hasbro's earnings report and any strategic updates (e.g., divestitures, new product lines) will be key.

  • BlackRock / iShares ETFs with High Concentration↓
    👁

    Monitor the share prices and NAVs of ETFs like iShares Euro Investment Grade Corporate Bond USD Hedged ETF (92.6% BlackRock) for any signs of dislocation or large redemption events.

  • Wasatch Advisors / Paymentus Holdings
    👁

    Monitor for any further 13G amendments that show a continued reduction in the position. This could be a leading indicator of a broader sell-off in the fintech space.

Filing Analyses (50)
BlackRock ETF Trust SC 13G/A neutral materiality 3/10

17-07-2026

BlackRock Portfolio Management LLC filed a Schedule 13G/A with the SEC on July 17, 2026, disclosing beneficial ownership of 404,397 shares of common stock in the iShares Infrastructure Active ETF, representing 36.1% of the outstanding shares. The filing indicates that BlackRock iShares Seed holds more than 5% of the outstanding common stock, and the securities were acquired in the ordinary course of business without intent to change or influence control of the issuer.

  • · The filing is an amendment (SCHEDULE 13G/A) to a previous Schedule 13G.
  • · The securities are held under Rule 13d-1(b), indicating passive investment intent.
  • · BlackRock Portfolio Management LLC is organized in Delaware and has its principal business address at 50 Hudson Yards, New York, NY 10001.
  • · The issuer, BlackRock ETF Trust, is also organized in Delaware with fiscal year ending July 31.
  • · The filing includes a Power of Attorney dated July 1, 2025, appointing 14 individuals as attorneys-in-fact for reporting compliance.
  • · Exhibit 99 identifies SpiderRock Advisors, LLC and BlackRock Financial Management, Inc. as entities that beneficially own 5% or more of the security class.
  • · The filing certifies that the securities were not acquired with the purpose of changing or influencing control of the issuer.
iSHARES TRUST SC 13G neutral materiality 3/10

17-07-2026

BlackRock Portfolio Management LLC filed a Schedule 13G with the SEC on July 17, 2026, disclosing beneficial ownership of 5,787,356 shares of iSHARES MSCI CHINA ETF, representing 5.0% of the outstanding common stock. The filing indicates that no single person's interest exceeds 5% of the total outstanding shares, and the securities were acquired in the ordinary course of business without the purpose of changing or influencing control of the issuer.

  • · The filing is made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
  • · BlackRock Portfolio Management LLC is a Delaware limited liability company with business address at 50 Hudson Yards, New York, NY 10001.
  • · The filing includes a Power of Attorney dated July 1, 2025, appointing multiple individuals as attorneys-in-fact for reporting compliance.
  • · The Schedule 13G covers securities beneficially owned by certain business units of BlackRock, Inc., excluding other business units per SEC Release No. 34-39538.
  • · Various entities within BlackRock, including BlackRock Fund Advisors and BlackRock Investment Management, LLC, are listed as having beneficial ownership of 5% or greater of the security class.
FIRST TRUST EXCHANGE-TRADED FUND VIII SC 13G/A neutral materiality 3/10

17-07-2026

First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation filed a Schedule 13G/A with the SEC on July 17, 2026, disclosing aggregate beneficial ownership of 1,921,493 shares (21.35%) of FT Vest U.S. Equity Moderate Buffer ETF - March, a series of First Trust Exchange-Traded Fund VIII. The filing is an amendment to a prior Schedule 13G and reflects ownership held primarily through unit investment trusts and managed accounts, with the reporting entities disclaiming beneficial ownership and voting power over the shares held by the unit investment trusts.

  • · The filing is an amendment (Schedule 13G/A) filed under Rule 13d-1(b).
  • · The reporting persons disclaim beneficial ownership of the shares identified in the filing.
  • · No individual unit investment trust sponsored by First Trust Portfolios L.P. holds more than 3% of any registered investment company issuer's shares.
  • · Shares held by unit investment trusts are voted by the trustee to mirror the vote of other shareholders, except where an agreement under Rule 12d1-4 permits First Trust Portfolios L.P. to vote in the best interest of unit holders.
  • · The difference between aggregate beneficial ownership (1,921,493 shares) and shares held by unit investment trusts (61,303 shares) represents shares held in other registered investment companies, pooled vehicles, or separately managed accounts advised by First Trust Advisors L.P.
Tivic Health Systems, Inc. SC 13G neutral materiality 5/10

17-07-2026

Murchinson Ltd. and related entities filed a Schedule 13G disclosing beneficial ownership of 440,242 shares of Valion Bio, Inc. (formerly Tivic Health Systems, Inc.), representing 9.99% of the outstanding common stock as of July 10, 2026. The shares include those issuable upon conversion of Series C preferred stock within 60 days, subject to a blocker preventing ownership exceeding 9.99%. The filing is a routine disclosure of a significant but non-controlling stake, with no indication of an intent to change or influence control.

  • · The filing is made under Rule 13d-1(c), indicating the shares were not acquired with the purpose of changing or influencing control of the issuer.
  • · Each reporting person disclaims beneficial ownership except to the extent of their pecuniary interest.
  • · The blocker provision prevents the group from converting preferred stock into common shares if it would result in beneficial ownership exceeding 9.99% of outstanding shares.
  • · The issuer confirmed 4,151,259 shares outstanding as of July 10, 2026.
iSHARES TRUST SC 13G/A neutral materiality 5/10

17-07-2026

BlackRock Portfolio Management LLC filed an amended Schedule 13G with the SEC on July 17, 2026, disclosing beneficial ownership of 43,247,614 shares of iShares 0-5 Year TIPS Bond ETF (CUSIP 46429B747), representing 27.8% of the outstanding common stock as of June 30, 2026. The filing is made under Rule 13d-1(b) and certifies that the securities were acquired and are held in the ordinary course of business, not for changing or influencing control of the issuer.

  • · The filing is an amendment (SCHEDULE 13G/A) to a previous Schedule 13G.
  • · The filing is made by BlackRock Portfolio Management LLC, a Delaware limited liability company, with business address at 50 Hudson Yards, New York, NY 10001.
  • · The issuer, iShares Trust, is organized under Delaware law and has its principal business address at 400 Howard Street, San Francisco, CA 94105.
  • · The filing includes a Power of Attorney (Exhibit 24) dated July 1, 2025, appointing 14 individuals as attorneys-in-fact for reporting purposes.
  • · Exhibit 99 lists seven related entities, of which BlackRock Asset Management Canada Limited and BlackRock Fund Advisors each beneficially own 5% or more of the outstanding shares of the security class being reported.
  • · The filing is made in accordance with SEC Release No. 34-39538 (January 12, 1998), which allows certain business units to disaggregate their beneficial ownership from other business units of BlackRock, Inc.
InvenTrust Properties Corp. SC 13G neutral materiality 5/10

17-07-2026

BlackRock Portfolio Management LLC filed a Schedule 13G with the SEC on July 17, 2026, disclosing beneficial ownership of 4,104,616 shares of InvenTrust Properties Corp. common stock, representing 5.3% of the outstanding shares. The filing indicates the shares were acquired in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

  • · The filing is made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
  • · BlackRock Portfolio Management LLC is a Delaware limited liability company.
  • · The filing includes a Power of Attorney dated July 1, 2025, authorizing multiple individuals to execute ownership reporting documents.
  • · Exhibit 99 lists 13 BlackRock entities, including BlackRock Investment Management, LLC which beneficially owns 5% or greater of the class.
Sprout Social, Inc. SC 13G neutral materiality 3/10

17-07-2026

BlackRock Portfolio Management LLC filed a Schedule 13G with the SEC on July 17, 2026, disclosing beneficial ownership of 4,548,550 shares of Sprout Social, Inc. Class A common stock, representing 8.4% of the outstanding shares as of June 30, 2026. The filing is a routine passive ownership disclosure under Rule 13d-1(b), indicating the shares were acquired and are held in the ordinary course of business without intent to influence control.

  • · The filing is made under Rule 13d-1(b), indicating passive investment intent.
  • · BlackRock Portfolio Management LLC has sole voting power over 4,061,731 shares.
  • · No single person's interest in the common stock exceeds 5% of the total outstanding shares.
  • · The filing includes a Power of Attorney dated July 1, 2025, revoking a prior one from January 28, 2025.
  • · Exhibit 99 lists multiple BlackRock entities that may also beneficially own 5% or more of the class.
Zumiez Inc SC 13G/A neutral materiality 3/10

17-07-2026

BlackRock Portfolio Management LLC filed an amended Schedule 13G with the SEC on July 17, 2026, reporting beneficial ownership of 831,946 shares of Zumiez Inc. common stock as of June 30, 2026, representing 4.9% of the outstanding shares. The filing indicates a decrease from the prior threshold, as the reported stake is below 5% and no single person's interest exceeds 5% of the total outstanding common shares.

  • · The filing is an amendment (SCHEDULE 13G/A) filed under Rule 13d-1(b), indicating passive investment intent.
  • · BlackRock Portfolio Management LLC is a Delaware limited liability company and a subsidiary of BlackRock, Inc.
  • · The filing certifies that the securities were acquired and are held in the ordinary course of business, not for changing or influencing control of the issuer.
  • · The power of attorney attached as Exhibit 24 was executed on July 1, 2025, and revokes a prior power of attorney dated January 28, 2025.
  • · Exhibit 99 lists other BlackRock entities that may beneficially own 5% or more of the security class, but the filing does not specify which ones cross that threshold.
iSHARES TRUST SC 13G neutral materiality 3/10

17-07-2026

BlackRock Portfolio Management LLC filed a Schedule 13G with the SEC on July 17, 2026, disclosing beneficial ownership of 2,875,281 shares of iShares International Treasury Bond ETF (iSHARES TRUST), representing 8.6% of the outstanding common stock. The filing indicates the shares were acquired and are held in the ordinary course of business without the purpose of changing or influencing control of the issuer.

  • · The filing is made under Rule 13d-1(b), indicating passive investment intent.
  • · BlackRock Asset Management Canada Limited is identified as an entity that beneficially owns 5% or greater of the outstanding shares of the security class.
  • · No single person's interest in the common stock exceeds 5% of the total outstanding shares.
  • · The filing includes a Power of Attorney dated July 1, 2025, authorizing multiple individuals to execute ownership reporting documents.
iSHARES TRUST SC 13G/A neutral materiality 3/10

17-07-2026

BlackRock Portfolio Management LLC filed a Schedule 13G/A with the SEC on July 17, 2026, disclosing beneficial ownership of 173,000 shares of iShares S&P 500 3% Capped ETF common stock, representing 19.2% of the outstanding shares. The filing is an amendment to a previous Schedule 13G and indicates that BlackRock iShares Seed holds more than 5% of the ETF's common stock. The filing was made under Rule 13d-1(b) and certifies that the securities were acquired in the ordinary course of business, not to change or influence control of the issuer.

  • · The filing is an amendment (Schedule 13G/A) to a prior Schedule 13G.
  • · The filing was made under Rule 13d-1(b), indicating passive investment intent.
  • · BlackRock iShares Seed is identified as a person whose interest in the common stock exceeds 5% of the total outstanding.
  • · The filing includes a Power of Attorney dated July 1, 2025, revoking a prior one from January 28, 2025.
  • · Exhibit 99 identifies BlackRock Financial Management, Inc. as an entity that beneficially owns 5% or greater of the outstanding shares.
iSHARES TRUST SC 13G/A neutral materiality 3/10

17-07-2026

BlackRock Portfolio Management LLC filed a Schedule 13G/A with the SEC on July 17, 2026, disclosing beneficial ownership of 19,175,151 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF, representing 6.3% of the outstanding common stock as of June 30, 2026. The filing is an amendment to a previous 13G and reflects ownership held in the ordinary course of business, with no intent to change or influence control of the issuer.

  • · The filing is an amendment to Schedule 13G, filed pursuant to Rule 13d-1(b).
  • · BlackRock Portfolio Management LLC has sole voting power over 19,126,537 shares and sole dispositive power over 19,175,151 shares.
  • · No single person's interest in the common stock exceeds 5% of the total outstanding shares.
  • · The filing includes a Power of Attorney dated July 1, 2025, authorizing multiple individuals to execute reporting documents.
  • · The filing lists 13 entities under BlackRock that may beneficially own 5% or more of the reported security class.
iSHARES TRUST SC 13G neutral materiality 3/10

17-07-2026

BlackRock Portfolio Management LLC filed a Schedule 13G with the SEC on July 17, 2026, disclosing beneficial ownership of 8,743,422 shares of iShares China Large Cap ETF (6.1% of outstanding shares). The filing is a routine disclosure under Rule 13d-1(b) and indicates the shares were acquired in the ordinary course of business, not for changing or influencing control.

  • · The filing is made under Rule 13d-1(b) of the Securities Exchange Act of 1934.
  • · BlackRock Portfolio Management LLC is a Delaware limited liability company.
  • · The filing includes a Power of Attorney dated July 1, 2025, authorizing multiple individuals to execute ownership reporting documents.
  • · BlackRock Advisors, LLC is noted as beneficially owning 5% or greater of the outstanding shares of the security class being reported.
  • · The filing states that no one person's interest in the common stock is more than five percent of the total outstanding common shares.
RxSight, Inc. SC 13G neutral materiality 5/10

17-07-2026

BlackRock Portfolio Management LLC filed a Schedule 13G with the SEC on July 17, 2026, disclosing beneficial ownership of 2,982,816 shares of RxSight, Inc. common stock as of June 30, 2026, representing a 7.2% stake. The filing indicates the shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

  • · The filing is made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
  • · BlackRock Portfolio Management LLC is a Delaware limited liability company.
  • · The filing includes a Power of Attorney dated July 1, 2025, authorizing multiple individuals to execute ownership reporting documents.
  • · Exhibit 99 lists other BlackRock entities that may beneficially own 5% or more of the reported security class.
  • · No single person's interest in the common stock exceeds five percent of the total outstanding shares.
iSHARES TRUST SC 13G neutral materiality 3/10

17-07-2026

BlackRock Portfolio Management LLC filed a Schedule 13G with the SEC on July 17, 2026, disclosing beneficial ownership of 1,441,837 shares of iShares MSCI Saudi Arabia ETF (CUSIP 46434V423), representing an 8.3% stake. The filing indicates that one of its business units, iShares International Country Rotation Active ETF, holds more than 5% of the outstanding common stock of the issuer. The shares were acquired in the ordinary course of business and not for the purpose of changing or influencing control.

  • · The filing is made under Rule 13d-1(b), indicating passive investment intent.
  • · BlackRock Portfolio Management LLC is a Delaware limited liability company and an indirect subsidiary of BlackRock, Inc.
  • · The filing includes a power of attorney dated July 1, 2025, authorizing multiple individuals to execute reporting documents.
  • · Exhibit 99 lists several BlackRock affiliates, with BlackRock Fund Advisors noted as beneficially owning 5% or greater of the reported security class.
iSHARES TRUST SC 13G/A neutral materiality 5/10

17-07-2026

BlackRock Portfolio Management LLC filed a Schedule 13G/A with the SEC on July 17, 2026, disclosing beneficial ownership of 24,629,760 shares of iShares MSCI United Kingdom ETF (IShares Trust), representing 30.7% of the outstanding common stock. The filing is an amendment to a prior Schedule 13G and reflects holdings as of June 30, 2026. The shares are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

  • · The filing is an amendment (Schedule 13G/A) filed under Rule 13d-1(b).
  • · BlackRock Portfolio Management LLC is a Delaware limited liability company.
  • · The beneficial ownership includes shares held by iShares International Country Rotation Active ETF, which individually owns more than 5% of the outstanding common stock.
  • · The filing includes a Power of Attorney dated July 1, 2025, authorizing multiple individuals to execute reporting documents.
  • · The filing lists several BlackRock entities, with BlackRock Fund Advisors and BlackRock Asset Management Canada Limited each beneficially owning 5% or greater of the security class.
iSHARES TRUST SC 13G/A neutral materiality 3/10

17-07-2026

BlackRock Portfolio Management LLC filed an amended Schedule 13G with the SEC, disclosing beneficial ownership of 851,414 shares of iShares MSCI Japan Value ETF (IShares Trust), representing 5.2% of the outstanding common stock as of June 30, 2026. The filing indicates that one of its funds, iShares International Country Rotation Active ETF, holds more than 5% of the ETF's shares. The filing is a routine disclosure of passive ownership and does not reflect any change in control intent.

  • · The filing is an amendment (Schedule 13G/A) filed on July 17, 2026, with an event date of June 30, 2026.
  • · The beneficial ownership is held by BlackRock Portfolio Management LLC, a Delaware limited liability company.
  • · The filing includes a Power of Attorney dated July 1, 2025, authorizing multiple individuals to execute ownership reporting documents.
  • · BlackRock Fund Advisors is identified as an entity that beneficially owns 5% or greater of the outstanding shares.
iSHARES TRUST SC 13G/A neutral materiality 3/10

17-07-2026

BlackRock Portfolio Management LLC filed a Schedule 13G/A with the SEC on July 17, 2026, disclosing beneficial ownership of 240,000 shares of iShares BBB Rated Corporate Bond ETF, representing 34.3% of the outstanding common stock as of June 30, 2026. The filing is an amendment to a previous Schedule 13G and indicates that BlackRock iShares Seed holds more than 5% of the ETF's outstanding shares.

  • · The filing is an amendment (Schedule 13G/A) filed under Rule 13d-1(b).
  • · BlackRock Portfolio Management LLC is a Delaware limited liability company.
  • · The filing certifies that the securities were acquired and are held in the ordinary course of business, not for changing or influencing control of the issuer.
  • · A Power of Attorney dated July 1, 2025, authorizes multiple individuals to execute and file ownership reports on behalf of BlackRock Portfolio Management LLC.
  • · BlackRock Financial Management, Inc. is identified as an entity that beneficially owns 5% or greater of the reported security class.
iSHARES TRUST SC 13G/A neutral materiality 7/10

17-07-2026

BlackRock Portfolio Management LLC filed an amendment to Schedule 13G with the SEC on July 17, 2026, disclosing beneficial ownership of 774,640 shares of iShares ESG Advanced MSCI EAFE ETF (a series of iShares Trust), representing 5.4% of the total outstanding common stock as of June 30, 2026. The filing also notes that the United Nations Endowment Fund – OCIO has an interest exceeding 5% in this ETF. No changes in sentiment are indicated as this is a routine ownership update.

  • · BlackRock Portfolio Management LLC is an indirect wholly-owned subsidiary of BlackRock Inc.
  • · The filing is made under Rule 13d-1(b), indicating passive investment intent.
  • · The SEC file number for the issuer is 005-59405.
  • · A Power of Attorney dated July 1, 2025, authorizes multiple individuals to sign filings on behalf of BlackRock Portfolio Management LLC.
  • · The previous Power of Attorney dated January 28, 2025 was revoked.
iShares, Inc. SC 13G neutral materiality 3/10

17-07-2026

BlackRock Portfolio Management LLC filed a Schedule 13G with the SEC on July 17, 2026, disclosing beneficial ownership of 1,726,181 shares of iShares MSCI Chile ETF (a series of iShares, Inc.), representing 6.7% of the outstanding common stock as of June 30, 2026. The filing is a routine disclosure under Rule 13d-1(b) and indicates the shares were acquired in the ordinary course of business, not for control purposes. No negative or flat performance metrics are present in this filing.

  • · The filing is made under Rule 13d-1(b) (passive investment exemption).
  • · BlackRock Portfolio Management LLC is a Delaware limited liability company.
  • · The interest of iShares International Country Rotation Active ETF in the common stock of iShares MSCI Chile ETF is more than 5% of the total outstanding common stock.
  • · BlackRock Fund Advisors is noted as an entity that beneficially owns 5% or greater of the outstanding shares of the security class being reported.
  • · The filing includes a Power of Attorney dated July 1, 2025, revoking a prior Power of Attorney dated January 28, 2025.
iSHARES TRUST SC 13G/A neutral materiality 3/10

17-07-2026

BlackRock Portfolio Management LLC filed an amended Schedule 13G with the SEC on July 17, 2026, disclosing beneficial ownership of 7,360,679 shares of iShares Core 1-5 Year USD Bond ETF common stock, representing 7.0% of the outstanding shares. The filing indicates a decrease in share count from 7,106,206 shares previously reported, though the percentage ownership remained flat at 7.0%.

  • · The filing is an amendment to Schedule 13G, filed under Rule 13d-1(b) by BlackRock Portfolio Management LLC.
  • · BlackRock Financial Management, Inc. beneficially owns 5% or greater of the outstanding shares of the security class.
  • · The securities were acquired and are held in the ordinary course of business, not for changing or influencing control of the issuer.
  • · No single person's interest in the common stock exceeds 5% of the total outstanding shares.
iSHARES TRUST SC 13G neutral materiality 4/10

17-07-2026

BlackRock Portfolio Management LLC filed a Schedule 13G with the SEC on July 17, 2026, disclosing beneficial ownership of 1,697,579 shares of iShares MSCI Poland ETF (CUSIP 46429B606), representing a 9.6% stake. The filing indicates the shares are held in the ordinary course of business and not for control purposes. The reporting entity is a subsidiary of BlackRock, Inc.

  • · The filing is made under Rule 13d-1(b), indicating passive investment intent.
  • · BlackRock Fund Advisors is separately noted as beneficially owning 5% or greater of the outstanding shares.
  • · The Schedule 13G was signed by Spencer Fleming, Managing Director of BlackRock Portfolio Management LLC.
  • · A Power of Attorney dated July 1, 2025, authorizes multiple individuals to execute filings on behalf of BlackRock Portfolio Management LLC.
iShares, Inc. SC 13G/A neutral materiality 3/10

17-07-2026

BlackRock Portfolio Management LLC filed a Schedule 13G/A disclosing beneficial ownership of 14,192,156 shares (26.2%) of iShares MSCI Hong Kong ETF as of June 30, 2026. The filing is an amendment to a previous 13G and reflects holdings acquired in the ordinary course of business, not for changing control. The filing also includes a power of attorney and a list of related entities.

  • · The filing is an amendment (13G/A) filed on July 17, 2026.
  • · BlackRock Portfolio Management LLC is a Delaware limited liability company.
  • · The filing includes a power of attorney dated July 1, 2025, revoking a prior one from January 28, 2025.
  • · iShares International Country Rotation Active ETF holds more than 5% of the common stock of iShares MSCI Hong Kong ETF.
  • · The filing certifies that securities were acquired in the ordinary course of business and not for changing control.
WASHINGTON TRUST BANCORP INC SC 13G/A neutral materiality 3/10

17-07-2026

BlackRock Portfolio Management LLC filed an amended Schedule 13G with the SEC, disclosing beneficial ownership of 607,838 shares of Washington Trust Bancorp Inc. common stock, representing 3.2% of the outstanding shares as of June 30, 2026. The filing indicates the shares were acquired and are held in the ordinary course of business, not for changing or influencing control of the issuer.

  • · The filing is an amendment (SC 13G/A) to a previous Schedule 13G.
  • · BlackRock Portfolio Management LLC has sole voting power over 570,852 shares and sole dispositive power over 607,838 shares.
  • · No single person's interest in the common stock exceeds 5% of the total outstanding shares.
  • · The filing includes a Power of Attorney dated July 1, 2025, authorizing multiple individuals to execute and file ownership reports.
  • · The filing lists several BlackRock affiliates that may also beneficially own 5% or more of the class of securities.
iShares Staked Ethereum Trust ETF SC 13G/A neutral materiality 5/10

17-07-2026

BlackRock Portfolio Management LLC filed an amended Schedule 13G with the SEC on July 17, 2026, disclosing beneficial ownership of 4,000,000 shares of common stock in iShares Staked Ethereum Trust ETF (ETHB), representing 17.9% of the outstanding shares. The filing indicates that BlackRock iShares Seed holds more than 5% of the total outstanding common stock, and the securities were acquired in the ordinary course of business without the purpose of changing or influencing control of the issuer.

  • · The filing is an amendment (SCHEDULE 13G/A) to a previous Schedule 13G.
  • · The securities were acquired in the ordinary course of business and not with the purpose of changing or influencing control of the issuer.
  • · BlackRock Financial Management, Inc. also beneficially owns 5% or greater of the outstanding shares.
  • · The filing includes a power of attorney dated July 1, 2025, revoking a prior power of attorney dated January 28, 2025.
  • · The filing is made under Rule 13d-1(b) of the Securities Exchange Act of 1934.
BRANDYWINE REALTY TRUST SC 13G neutral materiality 5/10

17-07-2026

BlackRock Portfolio Management LLC filed a Schedule 13G with the SEC on July 17, 2026, disclosing beneficial ownership of 9,003,402 shares of Brandywine Realty Trust common stock, representing 5.2% of the outstanding shares. The filing indicates the shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

  • · BlackRock Portfolio Management LLC has sole voting power over 8,485,025 shares and sole dispositive power over 9,003,402 shares.
  • · No single person's interest in the common stock exceeds 5% of the total outstanding shares.
  • · The filing is made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
  • · The Schedule 13G reflects securities beneficially owned by certain business units of BlackRock, Inc. and does not include securities held by other business units that are disaggregated per SEC Release No. 34-39538.
Anika Therapeutics, Inc. SC 13G/A neutral materiality 3/10

17-07-2026

BlackRock Portfolio Management LLC filed an amended Schedule 13G with the SEC on July 17, 2026, disclosing beneficial ownership of 544,710 shares of Anika Therapeutics, Inc. common stock as of June 30, 2026, representing 4.1% of the outstanding shares. The filing is a routine ownership update under Rule 13d-1(b) and reflects a passive investment position, with no intent to change or influence control of the company.

  • · The filing is an amendment (SC 13G/A) to a previous Schedule 13G.
  • · BlackRock Portfolio Management LLC is a Delaware limited liability company and a subsidiary of BlackRock, Inc.
  • · The filing includes a Power of Attorney dated July 1, 2025, authorizing multiple individuals to execute ownership reporting documents.
  • · Exhibit 99 lists other BlackRock entities that may also beneficially own 5% or more of the same security class.
  • · The filer certifies that the securities were acquired and are held in the ordinary course of business, not for changing or influencing control.
Blackstone Digital Infrastructure Trust Inc. SC 13G neutral materiality 5/10

17-07-2026

BlackRock Portfolio Management LLC filed a Schedule 13G with the SEC on July 17, 2026, disclosing beneficial ownership of 5,203,960 shares of Blackstone Digital Infrastructure Trust Inc. (formerly Keystone REIT Inc.) common stock, representing 5.9% of the outstanding shares. The filing indicates the shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

  • · The issuer was formerly known as Keystone REIT Inc. and changed its name on December 9, 2025.
  • · BlackRock Portfolio Management LLC has sole voting power over 2,349,356 shares and sole dispositive power over all 5,203,960 shares.
  • · No single person's interest in the common stock exceeds 5% of the total outstanding shares.
  • · The filing includes a power of attorney dated July 1, 2025, appointing multiple attorneys-in-fact for compliance with ownership reporting requirements.
BlackRock ETF Trust SC 13G neutral materiality 3/10

17-07-2026

BlackRock Portfolio Management LLC filed a Schedule 13G with the SEC on July 17, 2026, disclosing beneficial ownership of 17,274,257 shares of iShares Flexible Equity Active ETF, representing 5.6% of outstanding common stock as of June 30, 2026. The filing indicates the shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

  • · BlackRock Portfolio Management LLC has sole voting power over 17,139,561 shares and sole dispositive power over 17,274,257 shares.
  • · The Schedule 13G was filed under Rule 13d-1(b), indicating passive investment intent.
  • · No single person's interest in the common stock exceeds 5% of the total outstanding shares.
  • · The filing includes a Power of Attorney dated July 1, 2025, revoking a prior Power of Attorney dated January 28, 2025.
BlackRock ETF Trust SC 13G/A neutral materiality 3/10

17-07-2026

BlackRock Portfolio Management LLC filed a Schedule 13G/A with the SEC on July 17, 2026, disclosing beneficial ownership of 1,000,000 shares of common stock in the iShares Prime Money Market ETF, representing 15.5% of the outstanding shares. The filing is an amendment to a prior Schedule 13G and was made under Rule 13d-1(b), indicating the shares were acquired in the ordinary course of business and not for the purpose of changing or influencing control. The filing also notes that BlackRock iShares Seed holds more than 5% of the ETF's outstanding common stock.

  • · The filing is an amendment (Schedule 13G/A) to a prior beneficial ownership report.
  • · The filing was made under Rule 13d-1(b), which is used by passive institutional investors.
  • · BlackRock iShares Seed also holds more than 5% of the outstanding common stock of the ETF.
  • · The filing includes a Power of Attorney dated July 1, 2025, authorizing multiple individuals to execute filings on behalf of BlackRock Portfolio Management LLC.
  • · The filing certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.
BlackRock ETF Trust SC 13G/A neutral materiality 3/10

17-07-2026

BlackRock Portfolio Management LLC filed an amended Schedule 13G with the SEC on July 17, 2026, disclosing beneficial ownership of 4,794,919 shares of common stock in the iShares U.S. Thematic Rotation Active ETF, representing 3.2% of the outstanding shares. The filing indicates that no single person's interest exceeds 5% of the total outstanding common shares, and the securities were acquired in the ordinary course of business without intent to change or influence control of the issuer.

  • · The filing is an amendment to a previous Schedule 13G, as indicated by the '/A' suffix.
  • · BlackRock Portfolio Management LLC has sole voting power over 4,790,240 shares and sole dispositive power over 4,794,919 shares.
  • · The filing includes a power of attorney dated July 1, 2025, revoking a prior power of attorney from January 28, 2025.
  • · Exhibit 99 lists several BlackRock entities, including BlackRock Investment Management, LLC, which beneficially owns 5% or greater of the outstanding shares of the security class.
Beauty Health Co SC 13G neutral materiality 3/10

17-07-2026

BlackRock Portfolio Management LLC disclosed a 5.6% beneficial ownership stake in SkinHealth Systems Inc. (formerly Beauty Health Co) as of June 30, 2026, holding 7,214,912 shares of Class A Stock. The filing is a routine Schedule 13G under Rule 13d-1(b), indicating passive investment intent, and includes BlackRock Financial Management, Inc. as an entity owning 5% or more of the class.

  • · The filing is a Schedule 13G (passive investment), not a 13D (activist).
  • · BlackRock Portfolio Management LLC is a Delaware limited liability company.
  • · The subject company changed its name from Beauty Health Co to SkinHealth Systems Inc. on May 4, 2021.
  • · No single person's interest in the common stock exceeds 5% of the total outstanding shares.
  • · The filing includes a power of attorney dated July 1, 2025, revoking a prior one from January 28, 2025.
BlackRock ETF Trust SC 13G/A neutral materiality 3/10

17-07-2026

BlackRock Portfolio Management LLC filed a Schedule 13G/A disclosing beneficial ownership of 200,000 shares of iShares U.S. Industry Rotation Active ETF (CUSIP 09290C830), representing 20.8% of the outstanding common stock as of June 30, 2026. The filing is an amendment to a previous Schedule 13G and was made under Rule 13d-1(b). The shares are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

  • · The filing is an amendment (13G/A) to a prior Schedule 13G.
  • · The filing date is July 17, 2026, with a date of change also July 17, 2026.
  • · The subject company is BlackRock ETF Trust, incorporated in Delaware with fiscal year end July 31.
  • · The filer, BlackRock Portfolio Management LLC, is also a Delaware LLC with fiscal year end December 31.
  • · The filing includes a Power of Attorney (Exhibit 24) dated July 1, 2025, revoking a prior one from January 28, 2025.
  • · Exhibit 99 (Item 7) identifies BlackRock Financial Management, Inc. as an entity beneficially owning 5% or more of the security class.
  • · The filing certifies that the securities were acquired and are held in the ordinary course of business, not to influence control.
iSHARES TRUST SC 13G/A neutral materiality 3/10

17-07-2026

BlackRock Portfolio Management LLC filed a Schedule 13G/A disclosing beneficial ownership of 389,000 shares (92.6% of the outstanding common stock) of the iShares Euro Investment Grade Corporate Bond USD Hedged ETF as of June 30, 2026. The filing is an amendment to a prior Schedule 13G and reflects holdings acquired in the ordinary course of business, not for control purposes. The filing also notes that BlackRock iShares Seed holds more than 5% of the ETF's outstanding common stock.

  • · The filing is an amendment (Schedule 13G/A) filed on July 17, 2026, with an event date of June 30, 2026.
  • · BlackRock Portfolio Management LLC is a Delaware limited liability company and a subsidiary of BlackRock, Inc.
  • · The filing includes a Power of Attorney dated July 1, 2025, appointing multiple attorneys-in-fact for reporting compliance.
  • · BlackRock Financial Management, Inc. is identified as an entity that beneficially owns 5% or greater of the outstanding shares of the security class.
  • · The filing is made under Rule 13d-1(b) and includes certifications that the securities were acquired and are held in the ordinary course of business, not for control purposes.
iSHARES TRUST SC 13G/A neutral materiality 1/10

17-07-2026

BlackRock Portfolio Management LLC filed an amended Schedule 13G with the SEC on July 17, 2026, disclosing a 0.0% beneficial ownership stake in iShares MSCI New Zealand ETF (a series of iShares Trust) as of June 30, 2026. The filing indicates that BlackRock holds no shares of the ETF's common stock, representing a flat position with no change from the prior period. The filing is made pursuant to Rule 13d-1(b) and certifies that the securities were acquired and are held in the ordinary course of business without the purpose of changing or influencing control of the issuer.

  • · The filing is an amendment (Schedule 13G/A) to a prior Schedule 13G.
  • · The filing date is July 17, 2026, with a date as of change of July 17, 2026.
  • · The beneficial ownership is reported as of June 30, 2026.
  • · The filing is made under Rule 13d-1(b), indicating the filer is a passive investor.
  • · The filing includes a power of attorney dated July 1, 2025, revoking a prior power of attorney dated January 28, 2025.
  • · No single person's interest in the common stock exceeds 5% of the total outstanding shares.
iSHARES TRUST SC 13G/A neutral materiality 3/10

17-07-2026

BlackRock Portfolio Management LLC filed an amended Schedule 13G with the SEC, disclosing beneficial ownership of 240,001 shares of iShares Russell 2000 BuyWrite ETF common stock, representing 17.1% of the outstanding shares as of June 30, 2026. The filing is made under Rule 13d-1(b) and certifies that the securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

  • · The filing is an amendment to a previous Schedule 13G, indicating a change in ownership or other required update.
  • · BlackRock Portfolio Management LLC is a Delaware limited liability company with its principal business address at 50 Hudson Yards, New York, NY.
  • · The filing includes a Power of Attorney dated July 1, 2025, authorizing multiple individuals to execute and file ownership reports on behalf of the company.
  • · Exhibit 99 lists Aperio Group, LLC and BlackRock Financial Management, Inc. as entities that beneficially own 5% or greater of the outstanding shares of the security class being reported.
iSHARES TRUST SC 13G/A neutral materiality 3/10

17-07-2026

BlackRock Portfolio Management LLC filed a Schedule 13G/A with the SEC on July 17, 2026, disclosing beneficial ownership of 400,000 shares of iShares Large Cap 10% Target Buffer Jun ETF, representing 23.8% of the outstanding common stock. The filing is an amendment to a previous Schedule 13G and indicates that BlackRock iShares Seed holds more than 5% of the ETF's outstanding shares. No negative or flat metrics are present in this filing.

  • · The filing is an amendment (Schedule 13G/A) to a prior Schedule 13G.
  • · The securities were acquired and are held in the ordinary course of business, not for changing or influencing control of the issuer.
  • · BlackRock Financial Management, Inc. also beneficially owns 5% or greater of the outstanding shares.
  • · The filing includes a Power of Attorney dated July 1, 2025, authorizing multiple individuals to execute ownership reporting documents.
iSHARES TRUST SC 13G/A neutral materiality 3/10

17-07-2026

BlackRock Portfolio Management LLC filed a Schedule 13G/A disclosing beneficial ownership of 5,803,299 shares of iShares ESG Advanced Universal USD Bond ETF, representing 35.0% of the outstanding common stock as of June 30, 2026. The filing also notes that United Nations Endowment Fund - OCIO holds more than 5% of the ETF's outstanding shares. The shares were acquired and are held in the ordinary course of business, not for changing or influencing control.

  • · The filing is an amendment (SC 13G/A) filed on July 17, 2026, with an event date of July 17, 2026.
  • · The subject company is iSHARES TRUST, incorporated in Delaware, with fiscal year ending December 31.
  • · BlackRock Portfolio Management LLC is organized in Delaware and has its business address at 50 Hudson Yards, New York, NY.
  • · The filing certifies that the securities were acquired and are held in the ordinary course of business, not for changing or influencing control.
  • · The power of attorney authorizes multiple individuals to execute filings, effective July 1, 2025, revoking a prior power of attorney dated January 28, 2025.
iSHARES TRUST SC 13G/A neutral materiality 5/10

17-07-2026

BlackRock Portfolio Management LLC filed an amended Schedule 13G with the SEC, disclosing beneficial ownership of 505,000 shares of iShares J.P. Morgan Broad USD Emerging Markets Bond ETF common stock as of June 30, 2026. This represents a 63.1% stake in the ETF, indicating a controlling interest by the BlackRock affiliate. The filing is an amendment to a prior 13G and was made pursuant to Rule 13d-1(b), with the securities held in the ordinary course of business and not for changing or influencing control.

  • · The filing is an amendment to a prior Schedule 13G, filed on July 17, 2026.
  • · The securities were acquired and are held in the ordinary course of business, not for changing or influencing control.
  • · BlackRock Financial Management, Inc. is identified as an entity that beneficially owns 5% or greater of the outstanding shares.
  • · A Power of Attorney dated July 1, 2025, was included, revoking a prior one from January 28, 2025.
iSHARES TRUST SC 13G/A neutral materiality 5/10

17-07-2026

BlackRock Portfolio Management LLC filed an amended Schedule 13G with the SEC, reporting beneficial ownership of 274,117,987 shares of iShares Core MSCI Total International Stock ETF (a series of iShares Trust), representing 44.7% of the outstanding common stock as of June 30, 2026. The filing is made under Rule 13d-1(b) and certifies the shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

  • · The filing is an amendment (Schedule 13G/A) to a prior Schedule 13G.
  • · The filing date is July 17, 2026, with the beneficial ownership date as of June 30, 2026.
  • · BlackRock Portfolio Management LLC is a Delaware limited liability company.
  • · The filing includes a Power of Attorney dated July 1, 2025, appointing multiple attorneys-in-fact.
  • · Four BlackRock LifePath Index Funds (2040, 2045, 2050, 2055) each beneficially own more than 5% of the outstanding common stock of the ETF.
  • · The filing certifies that the securities were not acquired for the purpose of changing or influencing control of the issuer.
iSHARES TRUST SC 13G/A neutral materiality 3/10

17-07-2026

BlackRock Portfolio Management LLC filed an amended Schedule 13G with the SEC, disclosing beneficial ownership of 323,556 shares (13.5% of the outstanding common stock) of the iShares MSCI USA Size Factor ETF as of June 30, 2026. The filing indicates that no single person's interest exceeds 5% of the total outstanding shares, and the securities were acquired in the ordinary course of business without the purpose of changing or influencing control of the issuer.

  • · The filing is an amendment (SCHEDULE 13G/A) filed on July 17, 2026, with a date as of change of July 17, 2026.
  • · The beneficial ownership is reported as of June 30, 2026.
  • · BlackRock Portfolio Management LLC is a Delaware limited liability company.
  • · The filing includes a Power of Attorney dated July 1, 2025, revoking a prior power of attorney dated January 28, 2025.
  • · Exhibit 99 identifies Aperio Group, LLC and BlackRock Investment Management, LLC as entities that beneficially own 5% or greater of the outstanding shares of the security class being reported.
iSHARES TRUST SC 13G/A neutral materiality 3/10

17-07-2026

BlackRock Portfolio Management LLC filed a Schedule 13G/A with the SEC on July 17, 2026, disclosing beneficial ownership of 400,000 shares of iShares iBonds Dec 2036 Term Corporate ETF (a series of iShares Trust), representing a 12.7% stake. The filing indicates BlackRock iShares Seed holds more than 5% of the outstanding common stock, and the securities were acquired in the ordinary course of business without intent to influence control.

  • · The filing is an amendment (Schedule 13G/A) to a prior beneficial ownership report.
  • · The securities were acquired under Rule 13d-1(b), indicating passive investment intent.
  • · BlackRock Portfolio Management LLC is a Delaware limited liability company.
  • · The filing includes a Power of Attorney dated July 1, 2025, authorizing multiple individuals to execute regulatory filings.
  • · Exhibit 99 identifies BlackRock Financial Management, Inc. as an entity that beneficially owns 5% or greater of the security class.
ELDORADO GOLD CORP /FI SC 13G/A neutral materiality 5/10

17-07-2026

BlackRock Portfolio Management LLC filed an amended Schedule 13G with the SEC on July 17, 2026, disclosing beneficial ownership of 23,655,913 shares of Eldorado Gold Corp (EGO) common stock, representing 9.1% of the outstanding shares as of June 30, 2026. The filing is a routine disclosure of passive investment and does not indicate any change in control intent. BlackRock (Luxembourg) S.A., a subsidiary of BlackRock, individually beneficially owns 5% or more of the class.

  • · BlackRock reported sole voting power over 23,257,909 shares and sole dispositive power over 23,655,913 shares.
  • · The filing states that no person's interest in the common stock exceeds 5% of the total outstanding shares (except BlackRock (Luxembourg) S.A. which is noted as owning 5% or more).
  • · The certification confirms the securities were acquired and are held in the ordinary course of business and not for control purposes.
VODAFONE GROUP PUBLIC LTD CO SC 13G/A neutral materiality 2/10

17-07-2026

Emirates Telecommunications Group Company PJSC (e&), through its wholly-owned subsidiary Atlas 2022 Holdings Limited, filed an amended Schedule 13G with the SEC on July 17, 2026, disclosing a 0% beneficial ownership stake in Vodafone Group Public Ltd Co. The filing indicates that e& (60% owned by the Emirates Investment Authority) holds no ordinary shares of Vodafone, representing a complete exit from its previous position. This filing is a routine update reflecting a change in ownership status to zero.

  • · The filing is an amendment to a Schedule 13G originally filed on April 24, 2023.
  • · The reporting persons certify that the securities were not acquired or held for the purpose of changing or influencing control of Vodafone.
  • · EIA is an integral part of the UAE Federal Government, established by Federal Decree Law No. 4 of 2007.
HEXCEL CORP /DE/ SC 13G/A neutral materiality 5/10

17-07-2026

BlackRock Portfolio Management LLC filed an amended Schedule 13G with the SEC, disclosing beneficial ownership of 6,356,751 shares of Hexcel Corp (HXL) as of June 30, 2026, representing 8.4% of the outstanding common stock. The filing indicates a change in ownership from the prior report, though prior figures are not provided. The stake is held in the ordinary course of business with no intent to influence control.

  • · The filing is an amendment to a prior Schedule 13G, indicating a change in ownership since the last filing.
  • · The beneficial ownership is reported as of June 30, 2026, but the filing was signed and submitted on July 17, 2026.
  • · BlackRock Fund Managers Ltd is noted as an entity that beneficially owns 5% or more of the share class.
  • · The filing includes a power of attorney dated July 1, 2025, authorizing multiple individuals to execute filings on behalf of BlackRock Portfolio Management LLC.
COGNIZANT TECHNOLOGY SOLUTIONS CORP SC 13G neutral materiality 5/10

17-07-2026

Pzena Investment Management LLC disclosed a 5.7% beneficial ownership stake in Cognizant Technology Solutions Corp as of June 30, 2026, holding 26,844,745 shares of common stock. The filing was made under Rule 13d-1(b), indicating the shares were acquired in the ordinary course of business and not for changing or influencing control. No prior period comparison is available in this filing.

  • · Pzena has sole dispositive power over all 26,844,745 shares.
  • · No single client of Pzena holds more than 5% of the class.
  • · The filing is a Schedule 13G, indicating passive investment intent.
Columbus Circle Capital Corp III SC 13D neutral materiality 5/10

17-07-2026

Columbus Circle 3 Sponsor Corporation LLC, along with Cohen & Company, LLC and Cohen & Company Inc., filed a Schedule 13D disclosing beneficial ownership of 7,931,667 ordinary shares of Columbus Circle Capital Corp III (CCCT), representing 25.3% of the outstanding shares. The filing details the acquisition of 7,666,667 Class B founder shares for $25,000 in July 2025 and 265,000 Placement Units for $2,650,000 in July 2026, with the sponsor paying an aggregate purchase price of $2,675,000. No transactions occurred in the 60 days prior to the filing, and the shares are subject to lock-up restrictions until 30 days after the initial business combination.

  • · Sponsor paid $25,000 for 7,666,667 Class B Founder Shares at approximately $0.003 per share in July 2025.
  • · On July 8, 2026, Sponsor purchased 265,000 Placement Units at $10.00 per unit, each consisting of one Class A Ordinary Share and one-third of a warrant exercisable at $11.50 per share.
  • · Placement Units and underlying securities are subject to a lock-up until 30 days after the initial business combination.
  • · Reporting Persons have agreed to vote their shares in favor of any proposed business combination and not to redeem shares in connection with a shareholder vote or tender offer.
  • · No transactions in Ordinary Shares were effected by the Reporting Persons during the 60 days preceding the filing date.
HASBRO, INC. SC 13G/A neutral materiality 5/10

17-07-2026

BlackRock Portfolio Management LLC filed an amended Schedule 13G with the SEC on July 17, 2026, disclosing beneficial ownership of 18,171,993 shares of Hasbro, Inc. common stock, representing 12.8% of the outstanding shares. This filing reflects a passive investment stake and is not intended to influence control of Hasbro.

  • · The filing is an amendment (SCHEDULE 13G/A) to a previous Schedule 13G.
  • · BlackRock Portfolio Management LLC has sole voting power over 17,487,611 shares and sole dispositive power over 18,171,993 shares.
  • · No single person's interest in Hasbro common stock exceeds 5% of the total outstanding shares.
  • · The filing includes a power of attorney dated July 1, 2025, revoking a prior power of attorney from January 28, 2025.
  • · The filing lists multiple BlackRock affiliates that may also beneficially own Hasbro shares, but only SpiderRock Advisors, LLC is noted as owning 5% or more of the class.
X-Energy, Inc. SC 13G neutral materiality 5/10

17-07-2026

Segra Capital Management, LLC and related entities filed a Schedule 13G with the SEC on July 17, 2026, disclosing beneficial ownership of 15,129,629 shares of X-Energy, Inc. common stock, representing a 5.3% stake as of July 16, 2026. The filing indicates the shares are held in the ordinary course of business and not for changing or influencing control of the issuer.

  • · The filing is made under Rule 13d-1(b), indicating the shares were acquired in the ordinary course of business and not with the purpose of changing or influencing control.
  • · Segra Capital Management, LLC serves as the investment adviser to the funds (Segra Resource Partners, LP, Segra XE 1, LP, Segra XE 2, LP).
  • · Adam Rodman is the Managing Member of Segra Capital Management and Segra Global Management, and may be deemed to beneficially own the securities owned by the funds.
  • · Each reporting person disclaims beneficial ownership except to the extent of their pecuniary interest.
iSHARES TRUST SC 13G/A neutral materiality 5/10

17-07-2026

BlackRock Portfolio Management LLC filed an amended Schedule 13G with the SEC on July 17, 2026, disclosing beneficial ownership of 87,980,224 shares of iShares Trust common stock, representing 11.8% of the outstanding shares. The filing is made under Rule 13d-1(b) and certifies that the securities were acquired in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

  • · The filing is an amendment to a previous Schedule 13G, indicating a change in ownership or other required update.
  • · BlackRock Fund Advisors is specifically noted as an entity that beneficially owns 5% or greater of the outstanding shares of the security class being reported.
  • · The filing includes a power of attorney dated July 1, 2025, revoking a prior power of attorney dated January 28, 2025.
  • · The filing is made under Rule 13d-1(b), which is used by passive investors who hold more than 5% of a class of equity securities.
Paymentus Holdings, Inc. SC 13G/A neutral materiality 5/10

17-07-2026

Wasatch Advisors LP filed a Schedule 13G/A with the SEC on July 17, 2026, disclosing beneficial ownership of 6,188,196 Class A common shares of Paymentus Holdings, Inc., representing 9.8% of the outstanding shares. The filing indicates a decrease from a prior position, as Wasatch reported sole voting power over 4,186,107 shares and sole dispositive power over 6,188,196 shares, with no shared power.

  • · Wasatch Advisors LP is a Delaware limited partnership with principal business address at 505 Wakara Way, 3rd Floor, Salt Lake City, UT 84108.
  • · The filing is an amendment (Schedule 13G/A) with an event date of June 30, 2026.
  • · Wasatch disclaims beneficial ownership of securities held in client accounts and certifies the shares were acquired in the ordinary course of business, not to influence control.

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