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BlackRock US Equity Factor Rotation ETF

549 hedge funds and large institutions have $15.7B invested in BlackRock US Equity Factor Rotation ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 334 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
+28
Holders Change %
+5.37%
% of All Funds
7.46%
Holding in Top 10
110
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.84%
% of All Funds
1.49%
New
75
Increased
334
Reduced
116
Closed
30
Calls
Puts
$16K
Net Calls
-$16K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Shares
Change %
SIS
376
Sound Income Strategies
Florida
$929K +$2.73K +56 +0.3%
Mercer Global Advisors
377
Mercer Global Advisors
Colorado
$877K +$536K +10,997 +157%
TWCA
378
Two West Capital Advisors
Kansas
$851K +$213K +4,563 +33%
DC
379
Davenport & Co
Virginia
$846K +$407K +8,344 +93%
JSL
380
JT Stratford LLC
Georgia
$843K +$186K +3,805 +28%
FI
381
FWG Investments
Kentucky
$837K -$199K -4,090 -19%
Susquehanna International Group
382
Susquehanna International Group
Pennsylvania
$831K -$1.12M -22,940 -57%
AWM
383
Alterna Wealth Management
Texas
$829K +$41.3K +848 +5%
HIM
384
Hanlon Investment Management
New Jersey
$825K -$178K -3,647 -18%
SFS
385
Sowell Financial Services
Arkansas
$816K +$23.2K +476 +3%
BTWM
386
Baker Tilly Wealth Management
Wisconsin
$814K +$814K +16,693 New
CWMK
387
Caliber Wealth Management (Kansas)
Kansas
$812K +$812K +16,663 New
CAWM
388
Capital A Wealth Management
Pennsylvania
$805K -$2.08M -42,558 -72%
LAS
389
Lloyd Advisory Services
Georgia
$801K -$62K -1,272 -7%
DAS
390
Dynamic Advisor Solutions
Arizona
$794K +$81.1K +1,664 +11%
GS
391
GTS Securities
New York
$780K +$780K +16,001 New
LA
392
LexAurum Advisors
Kansas
$773K +$69.5K +1,426 +10%
DADC
393
D.A. Davidson & Co
Montana
$764K +$22.3K +458 +3%
VH
394
Visionary Horizons
Tennessee
$759K +$195K +3,995 +35%
GA
395
Goldstein Advisors
Wisconsin
$755K +$12.7K +260 +2%
WWM
396
Western Wealth Management
Colorado
$742K +$98.2K +2,015 +15%
MFG
397
Magnus Financial Group
New York
$737K -$9.02K -185 -1%
EFG
398
Embree Financial Group
Illinois
$694K +$213K +4,365 +44%
SF
399
Synovus Financial
Georgia
$683K +$683K +14,001 New
FWM
400
FLP Wealth Management
Arkansas
$674K +$85.4K +1,751 +15%