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BlackRock US Equity Factor Rotation ETF
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Overview Fund Activity

329 hedge funds and large institutions have $7.45B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q1 according to their latest regulatory filings, with 295 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+294
Holders Change %
+840%
% of All Funds
4.77%
Holding in Top 10
53
Holding in Top 10 Change
+53
Holding in Top 10 Change %
%
% of All Funds
0.77%
New
295
Increased
26
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.53B
2
LPL Financial
LPL Financial
California
+$592M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$412M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$379M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$333M

Top Sellers

1
TRCT
Tower Research Capital (TRC)
New York
-$486K
2
SAM
Synergy Asset Management
Washington
-$271K
3
FFG
Foundry Financial Group
New Hampshire
-$264K
4
KCM
KM Capital Management
Texas
-$147K
5
RPGK
Retirement Planning Group (Kansas)
Kansas
-$87.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
226
Comerica Bank
Texas
$710K +$710K +15,980 New
FFG
227
Foundry Financial Group
New Hampshire
$705K -$264K -5,939 -27%
O3W
228
Omni 360 Wealth
New Jersey
$684K +$684K +15,402 New
CFD
229
Creative Financial Designs
Indiana
$667K +$667K +15,027 New
BHPW
230
Beverly Hills Private Wealth
California
$665K +$665K +14,978 New
JSL
231
JT Stratford LLC
Georgia
$631K +$631K +14,202 New
LWA
232
Lantern Wealth Advisors
New York
$608K +$608K +13,692 New
AWM
233
Axxcess Wealth Management
California
$588K +$588K +13,236 New
WI
234
Wintrust Investments
Illinois
$577K +$577K +12,992 New
GIA
235
Gladstone Institutional Advisory
Florida
$576K +$576K +12,969 New
OLVIG
236
Oliver Lagore Vanvalin Investment Group
Michigan
$567K +$567K +12,779 New
CCG
237
Catalina Capital Group
California
$564K +$564K +12,695 New
WWP
238
WR Wealth Planners
Missouri
$559K +$559K +12,589 New
JSW
239
Journey Strategic Wealth
New Jersey
$557K +$557K +12,534 New
PIA
240
Perennial Investment Advisors
California
$538K +$538K +12,108 New
EWA
241
EverSource Wealth Advisors
Alabama
$537K +$537K +12,619 New
FI
242
FWG Investments
Kentucky
$531K +$531K +11,969 New
Citadel Advisors
243
Citadel Advisors
Florida
$528K +$528K +11,903 New
PTC
244
Private Trust Company
Ohio
$528K +$528K +11,899 New
SWP
245
Semus Wealth Partners
Florida
$524K +$524K +11,809 New
HA
246
Herold Advisors
New York
$520K +$520K +11,705 New
WC
247
Weil Company
California
$512K +$512K +11,535 New
BWM
248
BigSur Wealth Management
Florida
$497K +$497K +11,203 New
SPWG
249
Syntegra Private Wealth Group
Missouri
$486K +$486K +10,948 New
PS
250
Principal Securities
Iowa
$482K +$482K +10,860 New
8 9
10
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