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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 %
HNB
501
Huntington National Bank
Ohio
$94.8K -$5.74K
AWM
502
Abound Wealth Management
Tennessee
$73.4K +$72.5K +1,486 +7,821%
T
503
Tidemark
California
$70.1K -$829 -17 -1%
PA
504
PSI Advisors
Florida
$67.9K +$11.8K +242 +21%
TF
505
Tompkins Financial
New York
$53.9K
MPWT
506
MassMutual Private Wealth & Trust
Connecticut
$52.9K +$52.9K +1,084 New
SSB
507
Sandy Spring Bank
Maryland
$50.7K
CJH
508
Christopher J. Hasenberg
Wisconsin
$48.4K +$48.4K +989 New
GWSG
509
GPS Wealth Strategies Group
Colorado
$40.8K +$146 +3 +0.4%
BCMLT
510
Beacon Capital Management LLC (Tennessee)
Tennessee
$40.2K
OWA
511
Opal Wealth Advisors
New York
$38.4K +$38.4K +787 New
MMCM
512
Murphy & Mullick Capital Management
New York
$37.4K +$37.4K +768 New
CA
513
Clearstead Advisors
Ohio
$37.2K +$37.2K +762 New
IWM
514
IMG Wealth Management
Florida
$35.5K +$35.5K +728 New
Bessemer Group
515
Bessemer Group
New Jersey
$30K +$15.1K +309 +101%
EWM
516
Evermay Wealth Management
Virginia
$27K
HT
517
Headlands Technologies
Illinois
$26.5K +$26.5K +544 New
HIA
518
Harbor Investment Advisory
Maryland
$26.5K -$1.66K -34 -6%
ST
519
Smithfield Trust
Pennsylvania
$24K
VWA
520
VSM Wealth Advisory
Maryland
$20.5K
RCM
521
Richardson Capital Management
Wisconsin
$19.5K +$19.5K +399 New
Fifth Third Bancorp
522
Fifth Third Bancorp
Ohio
$17.8K
PPC
523
Park Place Capital
Alabama
$14.8K
BCM
524
Basso Capital Management
Connecticut
$14.2K
LC
525
Lindbrook Capital
California
$14K