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BlackRock US Equity Factor Rotation ETF

587 hedge funds and large institutions have $18.9B invested in BlackRock US Equity Factor Rotation ETF in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 339 increasing their positions, 145 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
+38
Holders Change %
+6.92%
% of All Funds
7.87%
Holding in Top 10
116
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.45%
% of All Funds
1.56%
New
77
Increased
339
Reduced
145
Closed
28
Calls
$20K
Puts
$2K
Net Calls
+$18K
Net Calls Change
+$34K
Name Holding Trade Value Shares
Change
Shares
Change %
TCA
301
Transcend Capital Advisors
New Jersey
$2.77M +$37K +679 +1%
WP
302
WealthPLAN Partners
Nebraska
$2.77M +$67.9K +1,247 +3%
HSBC Holdings
303
HSBC Holdings
United Kingdom
$2.72M +$322K +5,910 +13%
BIG
304
Brookwood Investment Group
Arizona
$2.66M +$104K +1,907 +4%
ICP
305
Interchange Capital Partners
Pennsylvania
$2.65M +$62.9K +1,159 +2%
DAS
306
Dynamic Advisor Solutions
Arizona
$2.63M +$1.75M +32,076 +197%
JWA
307
JFS Wealth Advisors
Pennsylvania
$2.63M -$181K -3,329 -6%
Betterment LLC
308
Betterment LLC
New York
$2.63M +$344K +6,317 +15%
RW
309
Regimen Wealth
Georgia
$2.62M +$67.3K +1,235 +3%
GS
310
GTS Securities
New York
$2.56M +$1.69M +30,957 +193%
VWM
311
Venturi Wealth Management
Texas
$2.54M -$9.31K -171 -0.4%
WIA
312
World Investment Advisors
California
$2.51M -$63.9K -1,174 -2%
DAS
313
Diversify Advisory Services
Utah
$2.49M -$1.13M -19,750 -31%
RIS
314
Richmond Investment Services
Wisconsin
$2.48M +$1.81M +33,201 +269%
CWM
315
Castle Wealth Management
Florida
$2.48M +$2.48M +45,494 New
MWA
316
Merkkuri Wealth Advisors
New York
$2.4M +$384K +7,052 +19%
TL
317
Tradewinds LLC
North Carolina
$2.4M +$2.4M +44,101 New
YWM
318
Yukon Wealth Management
Kansas
$2.38M +$129K +2,364 +6%
BFP
319
Beacon Financial Planning
Massachusetts
$2.38M +$294K +5,407 +14%
SAM
320
Smartleaf Asset Management
Massachusetts
$2.35M +$1.75M +32,370 +296%
Comerica Bank
321
Comerica Bank
Texas
$2.35M +$784K +14,398 +50%
UAG
322
United Advisor Group
Ohio
$2.34M +$114K +2,089 +5%
O3W
323
Omni 360 Wealth
New Jersey
$2.33M +$29.2K +537 +1%
BW
324
Balance Wealth
Ohio
$2.32M +$7.19K +132 +0.3%
CWA
325
Clearview Wealth Advisors
Oregon
$2.3M -$18.8K -345 -0.8%