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BlackRock US Equity Factor Rotation ETF

651 hedge funds and large institutions have $28.2B invested in BlackRock US Equity Factor Rotation ETF in 2025 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 455 increasing their positions, 82 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,140% more call options, than puts

Call options by funds: $124K | Put options by funds: $10K

455% more repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 82

229% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 28

48% more capital invested

Capital invested by funds: $19.1B → $28.2B (+$9.09B)

29% more funds holding in top 10

Funds holding in top 10: 119153 (+34)

9% more funds holding

Funds holding: 600651 (+51)

8.13% more ownership

Funds ownership: 100.48%108.61% (+8.1%)

Holders
651
Holders Change
+51
Holders Change %
+8.5%
% of All Funds
8.55%
Holding in Top 10
153
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+28.57%
% of All Funds
2.01%
New
92
Increased
455
Reduced
82
Closed
28
Calls
$124K
Puts
$10K
Net Calls
+$114K
Net Calls Change
+$96K
Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
301
Baker Tilly Wealth Management
Wisconsin
$4.06M +$967K +17,043 +33%
OC
302
Oppenheimer & Co
New York
$4.05M +$3.15M +55,515 +431%
BEI
303
Benjamin Edwards Inc
Missouri
$4.05M +$759K +13,371 +24%
FHA
304
Flagship Harbor Advisors
Massachusetts
$4.02M +$565K +9,963 +17%
BW
305
Blalock Williams
Alabama
$3.97M +$699K +12,321 +23%
WFS
306
WealthGarden F.S.
California
$3.89M +$561K +9,882 +18%
BWA
307
BCU Wealth Advisors
Illinois
$3.88M +$517K +9,106 +16%
JSW
308
Journey Strategic Wealth
New Jersey
$3.8M -$2.22M -39,146 -38%
BWM
309
BlackDiamond Wealth Management
New York
$3.74M -$142K -2,502 -4%
NL
310
NWAM LLC
Washington
$3.72M +$718K +12,664 +25%
CRI
311
Commonwealth Retirement Investments
Virginia
$3.72M +$601K +10,591 +20%
LBC
312
Leigh Baldwin & Co
New York
$3.7M +$505K +8,906 +17%
CAM
313
Concorde Asset Management
Michigan
$3.67M +$3.52M +61,977 New
WP
314
WealthPLAN Partners
Nebraska
$3.6M +$563K +9,924 +20%
JWCA
315
J.W. Cole Advisors
Florida
$3.6M +$2.67M +47,004 +342%
KWS
316
Keystone Wealth Services
California
$3.57M +$152K +2,683 +5%
PCA
317
Pallas Capital Advisors
Massachusetts
$3.57M +$85.7K +1,511 +3%
GAM
318
Gotham Asset Management
New York
$3.47M +$1.02M +17,986 +44%
TCA
319
Transcend Capital Advisors
New Jersey
$3.36M +$330K +5,812 +11%
IAS
320
Integrity Advisory Solutions
Texas
$3.35M +$3.21M +56,602 New
M1FG
321
Mach-1 Financial Group
Arkansas
$3.35M +$3.21M +56,602 New
RIS
322
Richmond Investment Services
Wisconsin
$3.32M +$600K +10,575 +23%
DAS
323
Dynamic Advisor Solutions
Arizona
$3.31M +$432K +7,618 +16%
ICP
324
Interchange Capital Partners
Pennsylvania
$3.29M +$373K +6,572 +13%
JWA
325
JFS Wealth Advisors
Pennsylvania
$3.21M +$341K +6,008 +12%