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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 %
ZBNA
476
Zions Bancorporation, National Association
Utah
$230K +$230K +4,709 New
LLWM
477
Life Line Wealth Management
California
$228K +$228K +4,671 New
IA
478
Inspire Advisors
Idaho
$223K +$223K +4,569 New
HFO
479
Heritage Family Offices
Arizona
$223K +$223K +4,567 New
PNC Financial Services Group
480
PNC Financial Services Group
Pennsylvania
$221K -$61.5K -1,261 -22%
OPWM
481
Oregon Pacific Wealth Management
Oregon
$221K +$221K +4,540 New
Kovitz Investment Group Partners
482
Kovitz Investment Group Partners
Illinois
$221K +$221K +4,524 New
HH
483
Hilltop Holdings
Texas
$220K +$220K +4,512 New
PP
484
Prosperity Planning
Missouri
$218K +$536 +11 +0.2%
PFA
485
Professional Financial Advisors
Nebraska
$213K +$213K +4,375 New
OWA
486
Octavia Wealth Advisors
Ohio
$210K +$210K +4,312 New
CG
487
Cynosure Group
Utah
$210K
EWA
488
EP Wealth Advisors
California
$205K +$205K +4,209 New
CFP
489
Catalyst Financial Partners
Massachusetts
$204K -$13.8K -284 -6%
TA
490
TrueWealth Advisors
Alabama
$201K -$35.2K -721 -15%
AF
491
Allworth Financial
California
$194K -$5.5K -115 -3%
RF
492
Rossby Financial
Florida
$164K +$164K +3,410 New
RF
493
Roxbury Financial
New Jersey
$157K +$112K +2,152 +250%
RFG
494
REAP Financial Group
Texas
$140K -$21.2K -435 -13%
CF
495
Collier Financial
Colorado
$126K -$6.54M -134,059 -98%
AT
496
Arlington Trust
Alabama
$119K
Q1WB
497
Quest 10 Wealth Builders
Virginia
$113K +$15.6K +320 +16%
CPG
498
Cornerstone Planning Group
New Jersey
$106K +$58.1K +1,240 +121%
GWM
499
Geneos Wealth Management
Colorado
$106K +$45.9K +942 +77%
NS
500
NBC Securities
Alabama
$95K +$95K +1,948 +194,800%