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BlackRock US Equity Factor Rotation ETF

519 hedge funds and large institutions have $14.5B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 227 increasing their positions, 159 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+77
Holders Change %
+17.42%
% of All Funds
6.91%
Holding in Top 10
101
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+23.17%
% of All Funds
1.34%
New
108
Increased
227
Reduced
159
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
51
Farther Finance Advisors
California
$30.8M +$11.2M +219,342 +58%
CIAS
52
CFS Investment Advisory Services
New Jersey
$29.1M -$1.39M -27,025 -5%
PCA
53
Prosperity Capital Advisors
Ohio
$28.8M +$2.95M +57,628 +11%
AAS
54
Avantax Advisory Services
Texas
$27M +$2.27M +44,315 +9%
SW
55
SteelPeak Wealth
California
$26.8M -$873K -17,042 -3%
MFG
56
Merit Financial Group
Georgia
$26.8M +$17.1M +333,665 +176%
TVAMP
57
Tennessee Valley Asset Management Partners
Tennessee
$26.2M -$402K -7,853 -2%
SFO
58
Stokes Family Office
Louisiana
$25.5M -$1.31M -25,638 -5%
IDA
59
Intelligence Driven Advisers
California
$24.9M -$7.49M -146,183 -23%
HFA
60
High Falls Advisors
New York
$24.8M -$1.34M -26,147 -5%
WWG
61
West Wealth Group
California
$24.8M +$1.39M +27,049 +6%
BFG
62
Buttonwood Financial Group
Missouri
$24.1M -$1.02M -19,101 -4%
SHIM
63
Stone House Investment Management
Pennsylvania
$22.7M -$4.09M -79,882 -15%
Mariner
64
Mariner
Kansas
$22.3M +$4.56M +88,922 +26%
SFS
65
Security Financial Services
Indiana
$21.6M -$885K -17,265 -4%
CPA
66
Capital Planning Advisors
California
$21.5M +$3.72M +72,519 +21%
OWA
67
One Wealth Advisors
California
$21.4M +$593K +11,575 +3%
LWM
68
Liberty Wealth Management
California
$20.8M +$461K +8,999 +2%
I
69
INVST
Indiana
$20.4M -$332K -6,469 -2%
BCI
70
Brinker Capital Investments
Pennsylvania
$19.8M -$2.37M -46,265 -11%
OPS
71
Orion Portfolio Solutions
Nebraska
$19.8M -$2.37M -46,265 -11%
GF
72
Gries Financial
Ohio
$19.7M +$1.69M +33,037 +9%
IA
73
Integrity Alliance
Iowa
$19.5M +$19.5M +380,221 New
HPA
74
High Probability Advisors
New York
$19.2M +$1.51M +29,521 +9%
SB
75
Strategic Blueprint
Georgia
$19M -$155K -3,027 -0.8%