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BlackRock US Equity Factor Rotation ETF

329 hedge funds and large institutions have $7.45B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q1 according to their latest regulatory filings, with 295 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+294
Holders Change %
+840%
% of All Funds
4.77%
Holding in Top 10
53
Holding in Top 10 Change
+53
Holding in Top 10 Change %
%
% of All Funds
0.77%
New
295
Increased
26
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WWG
51
West Wealth Group
California
$14.7M +$14.7M +330,337 New
PWA
52
Physician Wealth Advisors
Utah
$14.4M +$14.4M +334,276 New
OWA
53
One Wealth Advisors
California
$14.3M +$14.3M +321,201 New
KFS
54
Kelly Financial Services
Massachusetts
$13.9M +$13.9M +313,051 New
Osaic Holdings
55
Osaic Holdings
Arizona
$13.9M +$13.9M +312,438 +74,037%
WA
56
Wealth Alliance
New York
$13.9M +$13.9M +312,547 New
RHP
57
Royal Harbor Partners
Texas
$13.8M +$13.8M +311,501 New
TWM
58
TSA Wealth Management
Texas
$13.8M +$13.8M +311,144 New
CFGS
59
Concourse Financial Group Securities
Alabama
$13.7M +$13.7M +308,680 New
BFG
60
Buttonwood Financial Group
Missouri
$13.3M +$13.3M +300,199 New
KFSC
61
Keystone Financial Services (Colorado)
Colorado
$13.3M +$13.3M +299,180 New
Mariner
62
Mariner
Kansas
$12.8M +$12.8M +287,567 New
EH
63
Equitable Holdings
New York
$12.7M +$12.7M +285,165 New
PFG
64
PAX Financial Group
Texas
$12.5M +$6.78M +152,793 +119%
KW
65
KWB Wealth
California
$12.1M +$12.1M +273,185 New
SB
66
Strategic Blueprint
Georgia
$12M +$12M +270,551 New
CWS
67
Cypress Wealth Services
California
$12M +$12M +270,205 New
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$11.8M +$11.8M +265,601 +128,310%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$11.5M +$8.98M +202,336 +363%
OAP
70
One Advisory Partners
Kansas
$11.5M +$11.5M +257,910 New
TF
71
Trek Financial
Arizona
$11M +$11M +248,387 New
Legacy Financial Group (Iowa)
72
Legacy Financial Group (Iowa)
Iowa
$10.9M +$10.9M +245,116 New
DA
73
Detalus Advisors
Missouri
$10.8M +$10.8M +243,861 New
LWM
74
Liberty Wealth Management
California
$10.5M +$10.5M +236,755 New
KFGK
75
Keystone Financial Group (Kentucky)
Kentucky
$10.4M +$10.4M +233,294 New