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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 %
UCFA
26
United Capital Financial Advisors
Texas
$87.4M -$1.13M -23,155 -1%
MFG
27
Merit Financial Group
Georgia
$86.9M +$61.4M +1,259,180 +241%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$85.7M +$36.7M +753,474 +75%
Stifel Financial
29
Stifel Financial
Missouri
$85.4M +$13.1M +268,387 +18%
AWMS
30
Advocacy Wealth Management Services
Georgia
$79.3M +$15.2M +311,982 +24%
FWA
31
FORM Wealth Advisors
Wisconsin
$75.7M +$75.7M +1,552,109 New
UBS Group
32
UBS Group
Switzerland
$75.5M +$37M +759,470 +96%
PA
33
Parallel Advisors
California
$71.6M +$5.21M +106,822 +8%
Wells Fargo
34
Wells Fargo
California
$67.2M +$26.4M +541,326 +65%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$64.5M -$255K -4,866 -0.4%
IWC
36
Integrated Wealth Concepts
Massachusetts
$60.6M -$656K -13,450 -1%
EH
37
Equitable Holdings
New York
$60.5M +$42.8M +878,521 +242%
AWM
38
AE Wealth Management
Kansas
$58.7M -$901K -18,468 -2%
APW
39
Austin Private Wealth
Texas
$51.5M +$4.17M +85,522 +9%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$49.3M +$15.3M +313,240 +45%
AG
41
Ascent Group
Virginia
$48.9M +$33M +676,684 +207%
SIM
42
Stratos Investment Management
Ohio
$46.3M +$46.3M +948,646 New
Truist Financial
43
Truist Financial
North Carolina
$44.3M +$2.88M +59,152 +7%
AWS
44
Atria Wealth Solutions
New York
$43.3M -$153K -3,148 -0.4%
SHJ
45
Sharkey, Howes & Javer
Colorado
$41.5M +$5.5M +112,787 +15%
SWP
46
Stratos Wealth Partners
Ohio
$40.4M +$9.39M +192,549 +30%
MPW
47
MA Private Wealth
California
$39.7M +$1.59M +32,700 +4%
AI
48
Atria Investments
North Carolina
$39.2M +$944K +19,360 +2%
CW
49
CreativeOne Wealth
Kansas
$39M -$1.82M -37,290 -4%
IWA
50
Icon Wealth Advisors
Texas
$37.1M +$2.69M +55,122 +8%