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BlackRock US Equity Factor Rotation ETF

549 hedge funds and large institutions have $15.7B invested in BlackRock US Equity Factor Rotation ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 334 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
+28
Holders Change %
+5.37%
% of All Funds
7.46%
Holding in Top 10
110
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.84%
% of All Funds
1.49%
New
75
Increased
334
Reduced
116
Closed
30
Calls
Puts
$16K
Net Calls
-$16K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
251
Creative Financial Designs
Indiana
$3.52M +$849K +17,405 +32%
AWE
252
Avidian Wealth Enterprises
Texas
$3.51M -$15.1K -310 -0.4%
MFA
253
Millington Financial Advisors
Illinois
$3.51M +$215K +4,599 +7%
PIA
254
Pinion Investment Advisors
Kansas
$3.47M +$2.15M +44,017 +162%
BWM
255
BlackDiamond Wealth Management
New York
$3.36M -$115K -2,319 -3%
CAPTRUST Financial Advisors
256
CAPTRUST Financial Advisors
North Carolina
$3.23M +$3.23M +66,249 New
SFM
257
Signet Financial Management
New Jersey
$3.21M +$3.21M +65,892 New
BIG
258
Bush Investment Group
Georgia
$3.14M +$58.7K +1,203 +2%
DAS
259
Diversify Advisory Services
Utah
$3.07M -$479K -9,875 -13%
RIM
260
Redwood Investment Management
Arizona
$3M +$124K +2,553 +4%
AQR Capital Management
261
AQR Capital Management
Connecticut
$2.99M +$1M +20,567 +50%
SWM
262
Spire Wealth Management
Virginia
$2.97M -$116K -2,369 -4%
CSP
263
Cary Street Partners
Virginia
$2.94M -$259K -5,318 -8%
IA
264
IFG Advisory
Georgia
$2.92M +$190K +3,894 +7%
KWS
265
Keystone Wealth Services
California
$2.81M +$21.1K +433 +0.8%
RFP
266
RCS Financial Planning
Maryland
$2.81M +$214K +4,396 +8%
FW
267
FullCircle Wealth
Texas
$2.81M +$149K +3,089 +6%
FHA
268
Flagship Harbor Advisors
Massachusetts
$2.79M +$31.9K +654 +1%
CAM
269
Concorde Asset Management
Michigan
$2.77M -$9.59K -202 -0.3%
WFS
270
WealthGarden F.S.
California
$2.66M -$89.6K -1,837 -3%
BEI
271
Benjamin Edwards Inc
Missouri
$2.65M +$69.6K +1,428 +3%
CRI
272
Commonwealth Retirement Investments
Virginia
$2.54M +$73.9K +1,516 +3%
LIA
273
LifePlan Investment Advisors
North Carolina
$2.52M +$430K +8,821 +21%
JWA
274
JFS Wealth Advisors
Pennsylvania
$2.52M +$362K +7,428 +17%
BWA
275
BCU Wealth Advisors
Illinois
$2.49M +$380K +7,784 +18%