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BlackRock US Equity Factor Rotation ETF
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Overview Fund Activity

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
–

Top Buyers

1
LPL Financial
LPL Financial
California
$1.29B
2
DWM
Dynasty Wealth Management
Florida
$245M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$894M
4
Ameriprise
Ameriprise
Minnesota
$222M
5
Morgan Stanley
Morgan Stanley
New York
$427M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.33B
2
IWC
Integrated Wealth Concepts
Massachusetts
$64.3M
3
Prudential Financial
Prudential Financial
New Jersey
$0
4
BlackRock
BlackRock
New York
$844M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$432M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$93.1M -$6.25M -121,894 -6%
Stifel Financial
27
Stifel Financial
Missouri
$76M +$4.21M +82,235 +6%
PA
28
Parallel Advisors
California
$69.8M +$4.83M +94,168 +7%
AWMS
29
Advocacy Wealth Management Services
Georgia
$67.3M +$5.06M +98,731 +8%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$64.7M -$1.31M -25,094 -2%
IWC
31
Integrated Wealth Concepts
Massachusetts
$64.3M -$30.3M -591,323 -32%
AWM
32
AE Wealth Management
Kansas
$62.7M +$695K +13,553 +1%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$51.5M +$7.45M +145,383 +17%
APW
34
Austin Private Wealth
Texas
$49.7M +$753K +14,684 +2%
HWM
35
Horizon Wealth Management
Illinois
$47.6M +$8.68M +169,279 +22%
AWS
36
Atria Wealth Solutions
New York
$45.6M +$385K +7,518 +0.9%
Truist Financial
37
Truist Financial
North Carolina
$43.5M +$1.03M +20,043 +2%
Wells Fargo
38
Wells Fargo
California
$42.9M +$42.7M +832,884 +17,457%
CW
39
CreativeOne Wealth
Kansas
$42.9M -$655K -12,778 -2%
UBS Group
40
UBS Group
Switzerland
$40.4M +$38.8M +757,662 +2,471%
AI
41
Atria Investments
North Carolina
$40.2M -$3.74M -73,057 -9%
MPW
42
MA Private Wealth
California
$40.1M +$609K +11,886 +2%
SHJ
43
Sharkey, Howes & Javer
Colorado
$37.8M -$362K -7,058 -0.9%
MC
44
McMorgan & Co
California
$36.3M -$2.95M -57,549 -8%
IWA
45
Icon Wealth Advisors
Texas
$36.1M -$1.57M -30,612 -4%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$35.8M +$2.41M +46,939 +7%
SA
47
Scarborough Advisors
Maryland
$34.9M -$1.29M -25,200 -4%
HGWM
48
Horst & Graben Wealth Management
Oregon
$32.8M -$62.6K -1,222 -0.2%
US Bancorp
49
US Bancorp
Minnesota
$32.8M -$2.89M -56,371 -8%
SWP
50
Stratos Wealth Partners
Ohio
$32.5M +$24.4M +476,453 +300%
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