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BlackRock US Equity Factor Rotation ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SSB
476
Sandy Spring Bank
Maryland
$53.3K
SWM
477
Sugarloaf Wealth Management
Georgia
$52.6K -$2.82K -55 -5%
RF
478
Roxbury Financial
New Jersey
$45.5K +$45.5K +862 New
GWSG
479
GPS Wealth Strategies Group
Colorado
$42.7K +$42.7K +834 New
BCMLT
480
Beacon Capital Management LLC (Tennessee)
Tennessee
$42.2K -$7.22K -141 -15%
BAM
481
Bellevue Asset Management
Washington
$31.8K +$31.8K +620 New
HIA
482
Harbor Investment Advisory
Maryland
$29.6K
EWM
483
Evermay Wealth Management
Virginia
$28.4K
TSMHT
484
Thurston Springer Miller Herd & Titak
Indiana
$26.6K +$26.6K +519 New
ST
485
Smithfield Trust
Pennsylvania
$24K
VWA
486
VSM Wealth Advisory
Maryland
$21.6K +$21.6K +421 New
Fifth Third Bancorp
487
Fifth Third Bancorp
Ohio
$18.7K
PMFA
488
Plante Moran Financial Advisors
Michigan
$18K +$18K +352 New
Bessemer Group
489
Bessemer Group
New Jersey
$16K
PPC
490
Park Place Capital
Alabama
$15.6K
CAL
491
Capital Advisors Ltd
Ohio
$15K
BCM
492
Basso Capital Management
Connecticut
$15K +$15K +292 New
LC
493
Lindbrook Capital
California
$14.8K -$34K -663 -70%
MHR
494
Matthew Hamilton Rosenberg
$11.4K +$11.4K +222 New
PSFG
495
Park Square Financial Group
Georgia
$11.3K +$11.3K +220 New
DRP
496
Decker Retirement Planning
Utah
$11K +$11K +215 New
CFB
497
Cullen/Frost Bankers
Texas
$10.3K +$10.3K +201 New
FGC
498
Financial Gravity Companies
Texas
$8.82K
BIG
499
Brooklyn Investment Group
New York
$8.76K +$8.76K +171 New
CTC
500
Central Trust Company
Missouri
$8.3K