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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
1.56%
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 %
FWA
26
FORM Wealth Advisors
Wisconsin
$124M +$39.9M +733,154 +47%
JC
27
JB Capital
Connecticut
$122M +$5.61M +102,923 +5%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$105M +$9.32M +171,102 +10%
Stifel Financial
29
Stifel Financial
Missouri
$101M +$5.68M +104,347 +6%
MFG
30
Merit Financial Group
Georgia
$96.8M -$209K -3,834 -0.2%
UCFA
31
United Capital Financial Advisors
Texas
$95M -$2.63M -48,287 -3%
AWMS
32
Advocacy Wealth Management Services
Georgia
$89.6M +$1.05M +19,327 +1%
AssetMark Inc
33
AssetMark Inc
California
$87M +$75.4M +1,384,944 +651%
PA
34
Parallel Advisors
California
$86M +$5.95M +109,247 +7%
EH
35
Equitable Holdings
New York
$77.7M +$10.1M +186,110 +15%
IWC
36
Integrated Wealth Concepts
Massachusetts
$73.4M +$5.76M +105,712 +9%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$66.2M -$885K -16,255 -1%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$61.3M +$6.14M +112,802 +11%
AWM
39
AE Wealth Management
Kansas
$61M -$4.66M -85,571 -7%
Two Sigma Investments
40
Two Sigma Investments
New York
$59.7M +$59.2M +1,086,600 +10,866%
APW
41
Austin Private Wealth
Texas
$59.7M +$2.22M +40,714 +4%
AG
42
Ascent Group
Virginia
$56.5M +$1.88M +34,494 +3%
SIM
43
Stratos Investment Management
Ohio
$54.8M +$3.13M +57,412 +6%
Truist Financial
44
Truist Financial
North Carolina
$53.5M +$3.97M +72,814 +8%
AI
45
Atria Investments
North Carolina
$47.8M +$3.95M +72,519 +9%
SWP
46
Stratos Wealth Partners
Ohio
$45.6M +$484K +8,883 +1%
SHJ
47
Sharkey, Howes & Javer
Colorado
$45.6M -$797K -14,627 -2%
IWA
48
Icon Wealth Advisors
Texas
$45.5M +$4.11M +75,437 +10%
CW
49
CreativeOne Wealth
Kansas
$43.9M +$272K +4,991 +0.6%
MPW
50
MA Private Wealth
California
$39.7M -$4.64M -85,243 -10%