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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
+$331M
2
LPL Financial
LPL Financial
California
+$190M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$178M
4
Bank of America
Bank of America
North Carolina
+$161M
5
Morgan Stanley
Morgan Stanley
New York
+$67.6M

Top Sellers

1
CW
CreativeOne Wealth
Kansas
-$11.6M
2
KFGK
Keystone Financial Group (Kentucky)
Kentucky
-$10.4M
3
SWM
Spire Wealth Management
Virginia
-$3.68M
4
LNC
Lincoln National Corp
Pennsylvania
-$3.2M
5
SAW
Signal Advisors Wealth
Michigan
-$2.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
276
Coldstream Capital Management
Washington
$735K +$312K +6,656 +74%
FI
277
FWG Investments
Kentucky
$716K +$154K +3,276 +27%
QWP
278
Quotient Wealth Partners
Texas
$710K +$486K +10,362 +218%
FEM
279
Fulcrum Equity Management
Texas
$699K -$685K -14,589 -49%
WI
280
Wintrust Investments
Illinois
$697K +$87.4K +1,862 +14%
WWP
281
WR Wealth Planners
Missouri
$688K +$97.3K +2,073 +16%
LFA
282
LGT Financial Advisors
Texas
$682K +$326K +6,951 +92%
GIA
283
Gladstone Institutional Advisory
Florida
$676K +$67.4K +1,436 +11%
BHPW
284
Beverly Hills Private Wealth
California
$659K -$44.1K -939 -6%
JSL
285
JT Stratford LLC
Georgia
$649K -$17.5K -372 -3%
LA
286
LexAurum Advisors
Kansas
$648K +$342K +7,281 +112%
BAM
287
Belpointe Asset Management
Nevada
$628K +$406K +8,640 +182%
GM
288
GeoWealth Management
Illinois
$628K +$192K +4,095 +44%
SWP
289
Semus Wealth Partners
Florida
$627K +$72.4K +1,543 +13%
HA
290
Herold Advisors
New York
$600K +$50.5K +1,075 +9%
MG
291
Mather Group
Illinois
$584K +$584K +13,164 New
OLVIG
292
Oliver Lagore Vanvalin Investment Group
Michigan
$579K -$21K -448 -4%
PW
293
Peninsula Wealth
California
$576K +$576K +11,957 New
PIA
294
Perennial Investment Advisors
California
$562K -$6.38K -136 -1%
SWC
295
Spectrum Wealth Counsel
Indiana
$558K +$558K +11,893 New
MPW
296
MA Private Wealth
California
$541K +$541K +11,524 New
CFG
297
Cooper Financial Group
California
$535K +$46.2K +984 +9%
MFG
298
Magnus Financial Group
New York
$532K +$125K +2,664 +31%
KWA
299
Kingswood Wealth Advisors
California
$528K +$528K +11,242 New
SPWG
300
Syntegra Private Wealth Group
Missouri
$528K +$13.7K +292 +3%
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