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BlackRock US Equity Factor Rotation ETF

442 hedge funds and large institutions have $12.6B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 251 increasing their positions, 102 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+54
Holders Change %
+13.92%
% of All Funds
6.39%
Holding in Top 10
82
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+7.89%
% of All Funds
1.19%
New
72
Increased
251
Reduced
102
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SHIM
51
Stone House Investment Management
Pennsylvania
$25.8M +$672K +13,588 +3%
TVAMP
52
Tennessee Valley Asset Management Partners
Tennessee
$25.7M +$815K +16,475 +3%
HFA
53
High Falls Advisors
New York
$25.3M +$71.5K +1,446 +0.3%
PCA
54
Prosperity Capital Advisors
Ohio
$24.9M +$2.47M +49,916 +11%
AAS
55
Avantax Advisory Services
Texas
$23.8M +$2.11M +42,617 +10%
Prudential Financial
56
Prudential Financial
New Jersey
$23.5M +$283K +5,716 +1%
BFG
57
Buttonwood Financial Group
Missouri
$23.4M +$7.77K +157 +0%
WWG
58
West Wealth Group
California
$22.6M +$1.19M +24,040 +6%
SFS
59
Security Financial Services
Indiana
$21.7M +$401K +8,105 +2%
BCI
60
Brinker Capital Investments
Pennsylvania
$21.4M -$622K -12,570 -3%
OPS
61
Orion Portfolio Solutions
Nebraska
$21.4M -$622K -12,570 -3%
OWA
62
One Wealth Advisors
California
$20.1M +$455K +9,192 +2%
I
63
INVST
Indiana
$20M -$9.1M -183,999 -31%
LWM
64
Liberty Wealth Management
California
$19.6M -$26.5M -536,220 -57%
BTI
65
Blue Trust Inc
Georgia
$19.3M -$359K -7,643 -2%
FFA
66
Farther Finance Advisors
California
$18.9M +$3.83M +77,342 +25%
PWA
67
Physician Wealth Advisors
Utah
$18.7M +$1.24M +24,556 +7%
SB
68
Strategic Blueprint
Georgia
$18.5M +$527K +10,643 +3%
EH
69
Equitable Holdings
New York
$18.1M +$2.25M +45,492 +14%
WA
70
Wealth Alliance
New York
$17.8M +$135K +2,730 +0.8%
GF
71
Gries Financial
Ohio
$17.4M +$5.87M +118,688 +51%
CFGS
72
Concourse Financial Group Securities
Alabama
$17.3M +$192K +3,875 +1%
CPA
73
Capital Planning Advisors
California
$17.2M +$17.2M +347,666 New
DA
74
Detalus Advisors
Missouri
$17.2M +$897K +18,137 +6%
Mariner
75
Mariner
Kansas
$17.1M +$1.4M +28,272 +9%