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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
6.94%
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 %
FEM
376
Fulcrum Equity Management
Texas
$679K -$15.5K -302 -2%
AWMNH
377
Arcadia Wealth Management (New Hampshire)
New Hampshire
$678K +$2K +39 +0.3%
WWM
378
Western Wealth Management
Colorado
$676K -$280K -5,460 -29%
WWP
379
WR Wealth Planners
Missouri
$652K -$869K -16,959 -57%
HA
380
Herold Advisors
New York
$647K -$25.6K -500 -4%
MCC
381
Maiden Cove Capital
Maine
$647K -$37.2K -726 -5%
BOC
382
Blue Oak Capital
California
$627K +$627K +12,229 New
SG
383
StoneX Group
New York
$619K +$619K +12,077 New
FWM
384
FLP Wealth Management
Arkansas
$619K +$619K +12,072 New
AFP
385
Alpha Financial Partners
Kentucky
$603K -$6.55M -127,859 -92%
VH
386
Visionary Horizons
Tennessee
$593K +$110K +2,142 +23%
GFA
387
Gallagher Fiduciary Advisors
Illinois
$588K +$107K +2,085 +22%
ACP
388
Aveo Capital Partners
Colorado
$561K +$60.7K +1,185 +12%
Jane Street
389
Jane Street
New York
$560K +$344K +6,707 +159%
GJWM
390
Gilliland Jeter Wealth Management
Arkansas
$559K +$177K +3,453 +46%
PFA
391
Pinnacle Family Advisors
Missouri
$557K -$5.74K -112 -1%
VWWMG
392
Vermillion & White Wealth Management Group
Pennsylvania
$546K +$375K +7,309 +219%
OLVIG
393
Oliver Lagore Vanvalin Investment Group
Michigan
$542K -$36.8K -718 -6%
SPWG
394
Syntegra Private Wealth Group
Missouri
$534K -$30.9K -602 -5%
CSPIA
395
Cary Street Partners Investment Advisory
Virginia
$534K +$534K +10,412 New
LSA
396
Lion Street Advisors
Texas
$521K +$139K +2,705 +36%
EFG
397
Embree Financial Group
Illinois
$506K +$506K +9,865 New
AFG
398
Atomi Financial Group
New York
$504K +$281K +5,474 +126%
NRC
399
New Republic Capital
North Carolina
$500K +$44.6K +870 +10%
FIM
400
Freedom Investment Management
Connecticut
$481K -$974 -19 -0.2%