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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
SXL
651
Summit X LLC
Missouri
-$21.2M -388,485 Closed
Marshall Wace
652
Marshall Wace
United Kingdom
-$5.53M -101,589 Closed
SWM
653
Stark Wealth Management
Pennsylvania
-$5.1M -98,000 Closed
MYIA
654
Mount Yale Investment Advisors
Colorado
-$4.8M -88,100 Closed
RSWM
655
Robertson Stephens Wealth Management
California
-$4.5M -82,685 Closed
GS
656
GTS Securities
New York
-$2.56M -46,958 Closed
TL
657
Tradewinds LLC
North Carolina
-$2.4M -44,101 Closed
T
658
Transce3nd
Texas
-$1.14M -20,862 Closed
Tudor Investment Corp
659
Tudor Investment Corp
Connecticut
-$1.07M -19,720 Closed
LSA
660
Lion Street Advisors
Texas
-$908K -16,675 Closed
MHS
661
M Holdings Securities
Oregon
-$845K -15,583 Closed
HA
662
Herold Advisors
New York
-$719K -13,210 Closed
APW
663
Axim Planning & Wealth
Ohio
-$494K -9,069 Closed
D.E. Shaw & Co
664
D.E. Shaw & Co
New York
-$320K -5,879 Closed
CGL
665
Clarius Group LLC
Washington
-$271K -4,967 Closed
CG
666
Cynosure Group
Utah
-$255K -4,681 Closed
Fisher Asset Management
667
Fisher Asset Management
Washington
-$242K -4,439 Closed
AWM
668
Avaii Wealth Management
Wisconsin
-$223K -4,096 Closed
MA
669
Mosaic Advisors
Texas
-$204K -3,743 Closed
GWANC
670
Guardian Wealth Advisors (North Carolina)
North Carolina
-$125K -2,294 Closed
BCMLT
671
Beacon Capital Management LLC (Tennessee)
Tennessee
-$44.9K -825 Closed
MPWT
672
MassMutual Private Wealth & Trust
Connecticut
-$35.1K -644 Closed
CA
673
Clearstead Advisors
Ohio
-$22.7K -416 Closed
OWA
674
Opal Wealth Advisors
New York
-$22.4K -411 Closed
PSFG
675
Park Square Financial Group
Georgia
-$12K -221 Closed