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BlackRock US Equity Factor Rotation ETF
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Overview Fund Activity

388 hedge funds and large institutions have $10B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 250 increasing their positions, 49 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+59
Holders Change %
+17.93%
% of All Funds
5.64%
Holding in Top 10
76
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+43.4%
% of All Funds
1.11%
New
82
Increased
250
Reduced
49
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.01B
2
LPL Financial
LPL Financial
California
$817M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$618M
4
Bank of America
Bank of America
North Carolina
$161M
5
Morgan Stanley
Morgan Stanley
New York
$327M

Top Sellers

1
CW
CreativeOne Wealth
Kansas
$27.1M
2
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$0
3
SWM
Spire Wealth Management
Virginia
$1.42M
4
LNC
Lincoln National Corp
Pennsylvania
$0
5
SAW
Signal Advisors Wealth
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
251
Private Trust Company
Ohio
$1.13M +$567K +12,077 +101%
MWA
252
Merkkuri Wealth Advisors
New York
$1.12M +$1.12M +23,762 New
AWA
253
Arkadios Wealth Advisors
Georgia
$1.07M +$1.07M +22,748 New
Comerica Bank
254
Comerica Bank
Texas
$1.06M +$311K +6,617 +41%
Wealth Enhancement Advisory Services
255
Wealth Enhancement Advisory Services
Minnesota
$1.05M +$700K +14,922 +199%
MWM
256
Modern Wealth Management
Kansas
$1.05M +$717K +15,277 +217%
CCG
257
Catalina Capital Group
California
$1.03M +$434K +9,243 +73%
KWM
258
Kingsview Wealth Management
Oregon
$1M +$1M +21,345 New
RF
259
RHS Financial
California
$990K +$597K +12,718 +152%
DAS
260
Dynamic Advisor Solutions
Arizona
$975K +$975K +20,772 New
D
261
Dentgroup
Louisiana
$975K -$374K -7,971 -28%
MA
262
MKT Advisors
California
$973K +$57.5K +1,200 +6%
LAS
263
Lloyd Advisory Services
Georgia
$932K +$932K +19,857 New
BFA
264
Beacon Financial Advisory
Ohio
$909K +$95.2K +2,029 +12%
AWM
265
Alterna Wealth Management
Texas
$876K +$592K +12,618 +208%
LA
266
Lifeworks Advisors
Michigan
$874K +$434K +9,252 +99%
RFA
267
Resurgent Financial Advisors
Georgia
$873K +$481K +10,239 +122%
SFA
268
Semmax Financial Advisors
North Carolina
$872K +$117K +2,503 +15%
RFN
269
RDA Financial Network
Iowa
$837K +$600K +12,783 +253%
SIS
270
Sound Income Strategies
Florida
$813K +$697K +14,839 +599%
UAG
271
United Advisor Group
Ohio
$812K +$54.4K +1,159 +7%
FCFC
272
First Citizens Financial Corp
Iowa
$809K +$809K +17,228 New
LWA
273
Lantern Wealth Advisors
New York
$763K +$120K +2,559 +19%
FFG
274
Foundry Financial Group
New Hampshire
$740K -$4.93K -105 -0.7%
MHS
275
M Holdings Securities
Oregon
$737K +$737K +15,707 New
9 10
11
12 13