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BlackRock US Equity Factor Rotation ETF
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Overview Fund Activity

388 hedge funds and large institutions have $10B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 250 increasing their positions, 49 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+59
Holders Change %
+17.93%
% of All Funds
5.64%
Holding in Top 10
76
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+43.4%
% of All Funds
1.11%
New
82
Increased
250
Reduced
49
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.01B
2
LPL Financial
LPL Financial
California
$817M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$618M
4
Bank of America
Bank of America
North Carolina
$161M
5
Morgan Stanley
Morgan Stanley
New York
$327M

Top Sellers

1
CW
CreativeOne Wealth
Kansas
$27.1M
2
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$0
3
SWM
Spire Wealth Management
Virginia
$1.42M
4
LNC
Lincoln National Corp
Pennsylvania
$0
5
SAW
Signal Advisors Wealth
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SHIM
51
Stone House Investment Management
Pennsylvania
$23.9M +$3.37M +71,695 +16%
TVAMP
52
Tennessee Valley Asset Management Partners
Tennessee
$23.6M +$16.6M +353,190 +235%
BFG
53
Buttonwood Financial Group
Missouri
$22.2M +$8.1M +171,946 +57%
Prudential Financial
54
Prudential Financial
New Jersey
$22.1M +$4.21M +89,614 +24%
PCA
55
Prosperity Capital Advisors
Ohio
$21.3M +$4.11M +87,630 +24%
BCI
56
Brinker Capital Investments
Pennsylvania
$20.9M +$4.19M +89,203 +25%
OPS
57
Orion Portfolio Solutions
Nebraska
$20.9M +$4.19M +89,203 +25%
AAS
58
Avantax Advisory Services
Texas
$20.6M +$4.35M +92,645 +27%
WWG
59
West Wealth Group
California
$20.3M +$4.79M +101,943 +31%
SFS
60
Security Financial Services
Indiana
$20.2M +$3.6M +76,707 +22%
MFG
61
Merit Financial Group
Georgia
$19.2M +$166K +3,540 +0.9%
BTI
62
Blue Trust Inc
Georgia
$18.6M – – –
OWA
63
One Wealth Advisors
California
$18.2M +$3.48M +76,219 +24%
LWM
64
Liberty Wealth Management
California
$17.3M +$12.9M +696,206 +294%
SB
65
Strategic Blueprint
Georgia
$17.1M +$4.38M +93,361 +35%
PWA
66
Physician Wealth Advisors
Utah
$17M +$651K +13,346 +4%
WA
67
Wealth Alliance
New York
$16.8M +$2.12M +45,102 +14%
SXL
68
Summit X LLC
Missouri
$16.6M +$1.07M +22,663 +7%
CFGS
69
Concourse Financial Group Securities
Alabama
$16.3M +$1.78M +37,999 +12%
KFSC
70
Keystone Financial Services (Colorado)
Colorado
$16.2M +$2.21M +46,986 +16%
KFS
71
Kelly Financial Services
Massachusetts
$16.2M +$1.51M +32,218 +10%
DA
72
Detalus Advisors
Missouri
$15.5M +$4.01M +85,373 +35%
AWP
73
Avid Wealth Partners
Texas
$15.1M +$7.57M +161,209 +101%
EH
74
Equitable Holdings
New York
$15.1M +$1.68M +35,736 +13%
Mariner
75
Mariner
Kansas
$14.9M +$1.43M +30,568 +11%
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