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BlackRock US Equity Factor Rotation ETF

519 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 108 funds opening new positions, 227 increasing their positions, 159 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+77
Holders Change %
+17.42%
% of All Funds
6.91%
Holding in Top 10
101
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+23.17%
% of All Funds
1.34%
New
108
Increased
227
Reduced
159
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIS
401
Richmond Investment Services
Wisconsin
$459K +$459K +8,950 New
SS
402
Sunbelt Securities
Texas
$439K +$96.2K +1,868 +28%
BHPW
403
Beverly Hills Private Wealth
California
$436K -$72.1K -1,407 -14%
QP
404
Quartz Partners
New York
$433K -$79.7K -1,555 -16%
SWP
405
Summit Wealth Partners
Florida
$421K +$128K +2,506 +44%
AWM
406
Accurate Wealth Management
Florida
$412K -$50.3K -992 -11%
SEIA
407
Signature Estate & Investment Advisors
California
$408K +$408K +7,971 New
CIA
408
Cape Investment Advisory
Georgia
$405K +$6.15K +120 +2%
EAM
409
Empirical Asset Management
Massachusetts
$401K +$19.3K +377 +5%
AIM
410
Advyzon Investment Management
Illinois
$391K +$391K +7,624 New
RW
411
Ridgeline Wealth
Arizona
$382K +$382K +7,461 New
CWM
412
Cornerstone Wealth Management
Missouri
$376K -$11.4K -222 -3%
APW
413
Axim Planning & Wealth
Ohio
$366K +$98K +1,913 +37%
Mercer Global Advisors
414
Mercer Global Advisors
Colorado
$359K +$20.3K +397 +6%
EA
415
Everpar Advisors
Oklahoma
$353K -$2.1K -41 -0.6%
OP
416
ORG Partners
Indiana
$349K -$54.7K -1,068 -14%
BOM
417
Bank of Marin
California
$349K
FWM
418
FSR Wealth Management
Illinois
$337K +$337K +6,568 New
WFC
419
Western Financial Corp
California
$325K -$165K -3,227 -34%
KA
420
Kovack Advisors
Florida
$324K +$31.5K +614 +11%
BWM
421
BCS Wealth Management
Tennessee
$322K +$322K +6,279 New
KFG
422
Kelly Financial Group
Connecticut
$321K +$321K +6,260 New
TWA
423
Talisman Wealth Advisors
New Jersey
$309K +$309K +6,036 New
Brown Advisory
424
Brown Advisory
Maryland
$308K +$308K +6,019 New
FA
425
Flagstar Advisors
New York
$297K -$27.9K -544 -9%