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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 %
MWM
351
Maripau Wealth Management
Indiana
$1.73M +$2.56K +47 +0.1%
AIA
352
Accelerate Investment Advisors
California
$1.71M +$254K +4,671 +18%
SWA
353
Sax Wealth Advisors
New Jersey
$1.68M +$1.68M +30,893 New
WCM
354
WealthTrak Capital Management
Virginia
$1.68M +$254K +4,658 +18%
TWCA
355
Two West Capital Advisors
Kansas
$1.67M +$647K +11,529 +63%
BDWCC
356
B&D White Capital Company
Texas
$1.67M -$17M -312,560 -91%
SWP
357
Summit Wealth Partners
Florida
$1.65M +$1.03M +18,937 +168%
Jane Street
358
Jane Street
New York
$1.63M +$1.2M +22,081 +279%
EWA
359
EverSource Wealth Advisors
Alabama
$1.63M -$217K -3,981 -12%
HKIMG
360
Hutchens & Kramer Investment Management Group
Indiana
$1.6M -$99K -1,822 -6%
BFA
361
Beacon Financial Advisory
Ohio
$1.59M +$144K +2,652 +10%
CWMK
362
Caliber Wealth Management (Kansas)
Kansas
$1.58M +$672K +12,341 +74%
ISFAN
363
Investor's Fiduciary Advisor Network
Washington
$1.55M -$93.8K -1,723 -6%
AWA
364
Arete Wealth Advisors
Illinois
$1.54M +$98.1K +1,802 +7%
GSWM
365
Golden State Wealth Management
California
$1.53M +$183K +3,354 +14%
GA
366
Goldstein Advisors
Wisconsin
$1.51M +$664K +12,196 +79%
ACM
367
Absolute Capital Management
Pennsylvania
$1.49M +$117K +2,144 +9%
LWM
368
Lionsbridge Wealth Management
Florida
$1.48M -$20.2K -371 -1%
FCFC
369
First Citizens Financial Corp
Iowa
$1.46M -$131K -2,408 -8%
EE
370
EWG Elevate
California
$1.46M -$99.4K -1,825 -6%
FIM
371
Freedom Investment Management
Connecticut
$1.45M +$341K +6,263 +31%
TWP
372
Tyche Wealth Partners
Texas
$1.45M +$1.45M +26,698 New
PTC
373
Private Trust Company
Ohio
$1.44M +$88.6K +1,626 +7%
AG
374
AmeriFlex Group
Nevada
$1.44M +$117K +2,163 +9%
RFN
375
RDA Financial Network
Iowa
$1.43M +$26.7K +490 +2%