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BlackRock US Equity Factor Rotation ETF

521 hedge funds and large institutions have $14.5B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 227 increasing their positions, 160 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+79
Holders Change %
+17.87%
% of All Funds
6.93%
Holding in Top 10
102
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+24.39%
% of All Funds
1.36%
New
109
Increased
227
Reduced
160
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
326
Private Trust Company
Ohio
$1.17M -$29K -566 -2%
SWP
327
Semus Wealth Partners
Florida
$1.15M +$300K +5,863 +35%
AIA
328
Accelerate Investment Advisors
California
$1.15M +$185K +3,611 +19%
D
329
Dentgroup
Louisiana
$1.14M +$30.5K +595 +3%
CCG
330
Catalina Capital Group
California
$1.12M -$19.1K -373 -2%
GSWM
331
Golden State Wealth Management
California
$1.1M +$1.1M +21,560 New
EWA
332
EverSource Wealth Advisors
Alabama
$1.09M -$15.6K -304 -1%
FI
333
FWG Investments
Kentucky
$1.09M +$213K +4,152 +24%
ECA
334
Elevated Capital Advisors
Utah
$1.08M -$156K -3,053 -13%
RFA
335
Resurgent Financial Advisors
Georgia
$1.08M +$151K +2,939 +16%
AFW
336
Avantra Family Wealth
Pennsylvania
$1.07M +$1.07M +20,791 New
AWA
337
Arete Wealth Advisors
Illinois
$1.06M +$253K +4,925 +31%
HIM
338
Hanlon Investment Management
New Jersey
$1.05M -$298K -5,811 -22%
LFA
339
LGT Financial Advisors
Texas
$1.05M +$201K +3,913 +24%
LA
340
Latitude Advisors
Florida
$1.05M +$432K +8,438 +70%
CCM
341
Coldstream Capital Management
Washington
$1.03M -$57.2K -1,116 -5%
TWP
342
Tempus Wealth Planning
California
$1.02M +$216K +4,219 +27%
MA
343
MKT Advisors
California
$1.02M -$46.3K -886 -4%
CG
344
CFO4Life Group
Texas
$999K +$446K +8,706 +81%
IWM
345
IHT Wealth Management
Illinois
$983K -$910K -17,749 -48%
SIS
346
Sound Income Strategies
Florida
$974K +$45.6K +890 +5%
LA
347
Lifeworks Advisors
Michigan
$974K -$23.5K -459 -2%
T
348
Transce3nd
Texas
$967K +$967K +18,868 New
BFP
349
Beacon Financial Planning
Massachusetts
$962K +$962K +18,773 New
WEG
350
World Equity Group
Illinois
$956K +$393K +7,659 +70%