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BlackRock US Equity Factor Rotation ETF

821 hedge funds and large institutions have $31.2B invested in BlackRock US Equity Factor Rotation ETF in 2026 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 373 increasing their positions, 305 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

483% more call options, than puts

Call options by funds: $175K | Put options by funds: $30K

100% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 51

22% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 305

4% more funds holding

Funds holding: 787821 (+34)

3% more funds holding in top 10

Funds holding in top 10: 192198 (+6)

2.34% more ownership

Funds ownership: 101.98%104.32% (+2.3%)

1% less capital invested

Capital invested by funds: $31.5B → $31.2B (-$246M)

Holders
821
Holders Change
+34
Holders Change %
+4.32%
% of All Funds
10.11%
Holding in Top 10
198
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.13%
% of All Funds
2.44%
New
102
Increased
373
Reduced
305
Closed
51
Calls
$175K
Puts
$30K
Net Calls
+$145K
Net Calls Change
+$87K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.34B -$99.8M -1,648,984 -1%
LPL Financial
2
LPL Financial
California
$2.55B -$80.5M -1,330,497 -3%
FCAS
3
First Command Advisory Services
Texas
$1.7B +$399M +6,582,878 +29%
BlackRock
4
BlackRock
New York
$1.43B +$131M +2,170,763 +10%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.3B -$84.6M -1,397,675 -6%
Morgan Stanley
6
Morgan Stanley
New York
$1.01B +$47.7M +787,487 +5%
Ameriprise
7
Ameriprise
Minnesota
$933M +$41.7M +687,987 +4%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$771M +$124M +2,054,858 +18%
Bank of America
9
Bank of America
North Carolina
$680M -$8.04M -132,872 -1%
DWM
10
Dynasty Wealth Management
Florida
$644M +$92.8M +1,532,184 +16%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$456M -$11.2M -184,536 -2%
PAS
12
Park Avenue Securities
New York
$434M +$452M +7,465,321 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$433M -$22M -363,372 -5%
MML Investors Services
14
MML Investors Services
Massachusetts
$421M -$85.2M -1,406,651 -16%
Raymond James Financial
15
Raymond James Financial
Florida
$414M +$89.2M +1,472,680 +26%
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$382M -$102M -1,691,239 -20%
SWP
17
Sagespring Wealth Partners
Tennessee
$365M -$12.2M -201,623 -3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$272M +$26M +428,831 +10%
Wells Fargo
19
Wells Fargo
California
$259M +$20.2M +333,215 +8%
NA
20
NewEdge Advisors
Louisiana
$254M -$22.5M -371,463 -8%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$245M -$34.4M -568,424 -12%
OIA
22
OneDigital Investment Advisors
Kansas
$220M -$31.2M -515,031 -12%
SW
23
SoFi Wealth
California
$210M +$13.5M +222,910 +7%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$208M -$27.1M -447,964 -11%
Osaic Holdings
25
Osaic Holdings
Arizona
$200M -$1.01M -16,671 -0.5%