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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
1.55%
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 %
SAG
451
SageView Advisory Group
California
$606K +$606K +10,805 New
PFA
452
Pinnacle Family Advisors
Missouri
$603K -$6.97K -128 -1%
CSPIA
453
Cary Street Partners Investment Advisory
Virginia
$600K +$14.9K +273 +3%
SEIA
454
Signature Estate & Investment Advisors
California
$594K +$68.3K +1,255 +13%
CIA
455
Cape Investment Advisory
Georgia
$583K +$72.4K +1,329 +14%
SG
456
StoneX Group
New York
$573K -$129K -2,374 -18%
SPWG
457
Syntegra Private Wealth Group
Missouri
$544K +$5.23K +96 +1%
RFA
458
Rollins Financial Advisors
New York
$542K +$542K +9,953 New
IAIM
459
International Assets Investment Management
Florida
$540K +$217K +3,981 +67%
AIM
460
Advyzon Investment Management
Illinois
$522K +$221K +4,053 +73%
PAS
461
PKS Advisory Services
New York
$521K +$95.3K +1,749 +22%
OLVIG
462
Oliver Lagore Vanvalin Investment Group
Michigan
$508K +$508K +10,428 New
APW
463
Axim Planning & Wealth
Ohio
$494K +$494K +9,069 New
GS
464
GWN Securities
Florida
$488K -$1.38M -25,243 -74%
BOM
465
Bank of Marin
California
$484K +$133K +2,449 +38%
Brown Advisory
466
Brown Advisory
Maryland
$483K +$8.01K +147 +2%
TWA
467
Talisman Wealth Advisors
New Jersey
$480K +$44.8K +822 +10%
RWM
468
Riverbend Wealth Management
South Carolina
$466K +$124K +2,270 +36%
QP
469
Quartz Partners
New York
$462K -$3.43K -63 -0.7%
OPWM
470
Oregon Pacific Wealth Management
Oregon
$460K +$213K +3,906 +86%
SS
471
Sunbelt Securities
Texas
$448K +$437K +8,536 +4,333%
MSA
472
Marino Stram & Associates
Massachusetts
$421K +$421K +7,735 New
BHPW
473
Beverly Hills Private Wealth
California
$409K -$20.4K -374 -5%
HH
474
Hilltop Holdings
Texas
$408K +$163K +2,985 +66%
OSAM
475
O'Shaughnessy Asset Management
Connecticut
$405K +$51K +936 +14%