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BlackRock US Equity Factor Rotation ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
301
Avior Wealth Management
Nebraska
$91.8K +$91.8K +2,068 New
CCA
302
Criterion Capital Advisors
Tennessee
$83.3K +$83.3K +1,876 New
SWM
303
Sugarloaf Wealth Management
Georgia
$52.5K +$52.5K +1,183 New
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$49.5K +$49.5K +1,115 New
PPC
305
Park Place Capital
Alabama
$48.7K +$48.7K +1,097 New
SSB
306
Sandy Spring Bank
Maryland
$46.2K +$46.2K +1,040 New
NCM
307
Northwest Capital Management
Oregon
$41.6K +$41.6K +938 New
AF
308
Allworth Financial
California
$35.8K +$3.51K +79 +11%
Wells Fargo
309
Wells Fargo
California
$24.8K +$24.8K +559 New
HIA
310
Harbor Investment Advisory
Maryland
$24.1K +$24.1K +543 New
S
311
SignatureFD
Georgia
$22.1K +$22.1K +497 New
VWWMG
312
Vermillion & White Wealth Management Group
Pennsylvania
$15.1K +$15.1K +341 New
NB
313
NBT Bank
New York
$12.6K +$12.6K +283 New
AWM
314
Atticus Wealth Management
Florida
$11.1K +$11.1K +250 New
AAP
315
Arax Advisory Partners
Colorado
$5.91K +$5.91K +133 New
CWP
316
Concord Wealth Partners
Virginia
$5.77K +$5.77K +130 New
JFGIW
317
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.64K +$5.64K +127 New
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$5.51K +$5.51K +124 New
CYG
319
Clean Yield Group
Vermont
$4.66K +$4.66K +105 New
HPC
320
HM Payson & Co
Maine
$3.6K +$3.6K +81 New
NC
321
NewSquare Capital
Pennsylvania
$3.06K +$3.06K +69 New
HBW
322
Hazlett, Burt & Watson
West Virginia
$3K +$3K +59 New
CA
323
Crewe Advisors
Utah
$2.75K +$2.75K +62 New
Fidelity Investments
324
Fidelity Investments
Massachusetts
$1.42K +$1.42K +32 New
SS
325
Sunbelt Securities
Texas
$1.42K +$1.42K +32 New