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BlackRock US Equity Factor Rotation ETF

651 hedge funds and large institutions have $28.2B invested in BlackRock US Equity Factor Rotation ETF in 2025 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 455 increasing their positions, 82 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,140% more call options, than puts

Call options by funds: $124K | Put options by funds: $10K

455% more repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 82

229% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 28

48% more capital invested

Capital invested by funds: $19.1B → $28.2B (+$9.09B)

29% more funds holding in top 10

Funds holding in top 10: 119153 (+34)

9% more funds holding

Funds holding: 600651 (+51)

8.13% more ownership

Funds ownership: 100.48%108.61% (+8.1%)

Holders
651
Holders Change
+51
Holders Change %
+8.5%
% of All Funds
8.55%
Holding in Top 10
153
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+28.57%
% of All Funds
2.01%
New
92
Increased
455
Reduced
82
Closed
28
Calls
$124K
Puts
$10K
Net Calls
+$114K
Net Calls Change
+$96K
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
26
Foundations Investment Advisors
Arizona
$176M +$26.9M +474,626 +19%
Two Sigma Investments
27
Two Sigma Investments
New York
$171M +$101M +1,787,700 +163%
SA
28
Sanctuary Advisors
Indiana
$170M +$30.5M +538,106 +23%
JC
29
JB Capital
Connecticut
$166M +$32.8M +578,095 +26%
MFG
30
Merit Financial Group
Georgia
$148M +$40.5M +713,904 +40%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$146M +$30M +529,463 +27%
Stifel Financial
32
Stifel Financial
Missouri
$132M +$20.9M +368,218 +20%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$131M +$56.5M +996,104 +82%
UCFA
34
United Capital Financial Advisors
Texas
$122M +$17.9M +314,721 +18%
PA
35
Parallel Advisors
California
$117M +$22.8M +401,706 +25%
AWMS
36
Advocacy Wealth Management Services
Georgia
$113M +$14.9M +262,767 +16%
AssetMark Inc
37
AssetMark Inc
California
$97.6M +$2.92M +51,542 +3%
EH
38
Equitable Holdings
New York
$95M +$10.1M +177,170 +12%
Citadel Advisors
39
Citadel Advisors
Florida
$92.8M +$88.9M +1,567,704 New
IWC
40
Integrated Wealth Concepts
Massachusetts
$91.6M +$11.4M +200,156 +15%
AWM
41
AE Wealth Management
Kansas
$81.5M +$14.6M +257,324 +23%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$76.3M +$9.33M +164,545 +15%
AG
43
Ascent Group
Virginia
$75.1M +$13M +229,755 +22%
APW
44
Austin Private Wealth
Texas
$72M +$6.78M +119,435 +11%
Truist Financial
45
Truist Financial
North Carolina
$68.5M +$9.95M +175,446 +18%
UBS Group
46
UBS Group
Switzerland
$68.1M +$24.5M +431,806 +60%
AI
47
Atria Investments
North Carolina
$66.1M +$13.6M +239,135 +27%
AAS
48
Annex Advisory Services
Wisconsin
$62.5M +$59.9M +1,056,426 New
SIM
49
Stratos Investment Management
Ohio
$61M +$1.34M +23,607 +2%
SWP
50
Stratos Wealth Partners
Ohio
$60M +$10M +176,792 +21%