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BlackRock US Equity Factor Rotation ETF
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Overview Fund Activity

329 hedge funds and large institutions have $7.45B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q1 according to their latest regulatory filings, with 295 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+294
Holders Change %
+840%
% of All Funds
4.77%
Holding in Top 10
53
Holding in Top 10 Change
+53
Holding in Top 10 Change %
%
% of All Funds
0.77%
New
295
Increased
26
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.53B
2
LPL Financial
LPL Financial
California
$594M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$416M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$379M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$333M

Top Sellers

1
TRCT
Tower Research Capital (TRC)
New York
$147K
2
SAM
Synergy Asset Management
Washington
$0
3
FFG
Foundry Financial Group
New Hampshire
$705K
4
KCM
KM Capital Management
Texas
$2.56M
5
RPGK
Retirement Planning Group (Kansas)
Kansas
$1.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
$30.1M +$30.1M +677,267 New
AWS
27
Atria Wealth Solutions
New York
$29.9M +$29.9M +672,346 New
Truist Financial
28
Truist Financial
North Carolina
$29.7M +$23.6M +530,938 +386%
CA
29
Cetera Advisors
Colorado
$28.5M +$28.5M +641,610 New
HGWM
30
Horst & Graben Wealth Management
Oregon
$25.5M +$25.5M +575,028 New
IWA
31
Icon Wealth Advisors
Texas
$25.2M +$25.2M +568,414 New
CIAS
32
CFS Investment Advisory Services
New Jersey
$24.6M +$24.6M +553,876 New
SFO
33
Stokes Family Office
Louisiana
$22.7M +$22.7M +512,015 New
IDA
34
Intelligence Driven Advisers
California
$22.2M +$22.2M +500,820 New
I
35
INVST
Indiana
$22M +$11.9M +267,965 +117%
SW
36
SteelPeak Wealth
California
$21.5M +$21.5M +484,282 New
IWC
37
Integrated Wealth Concepts
Massachusetts
$20.7M +$20.4M +459,418 +7,198%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$20.4M +$19.7M +444,342 +2,959%
SHIM
39
Stone House Investment Management
Pennsylvania
$19.4M +$19.4M +437,034 New
BTI
40
Blue Trust Inc
Georgia
$18.6M +$18.6M +419,203 New
MFG
41
Merit Financial Group
Georgia
$17.6M +$17.6M +404,711 New
SA
42
Scarborough Advisors
Maryland
$16.9M +$16.9M +381,251 New
Prudential Financial
43
Prudential Financial
New Jersey
$16.9M +$16.9M +380,291 New
HFA
44
High Falls Advisors
New York
$16.7M +$16.7M +375,945 New
PCA
45
Prosperity Capital Advisors
Ohio
$16.2M +$16.2M +365,982 New
BCI
46
Brinker Capital Investments
Pennsylvania
$15.8M +$15.8M +356,936 New
OPS
47
Orion Portfolio Solutions
Nebraska
$15.8M +$15.8M +356,936 New
SFS
48
Security Financial Services
Indiana
$15.7M +$15.7M +354,158 New
AAS
49
Avantax Advisory Services
Texas
$15.4M +$15.4M +346,281 New
SXL
50
Summit X LLC
Missouri
$14.7M +$14.7M +330,942 New
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