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BlackRock US Equity Factor Rotation ETF

549 hedge funds and large institutions have $15.7B invested in BlackRock US Equity Factor Rotation ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 334 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
+28
Holders Change %
+5.37%
% of All Funds
7.46%
Holding in Top 10
110
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.84%
% of All Funds
1.49%
New
75
Increased
334
Reduced
116
Closed
30
Calls
Puts
$16K
Net Calls
-$16K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Shares
Change %
MC
51
McMorgan & Co
California
$34.5M -$69.6K -1,428 -0.2%
SA
52
Scarborough Advisors
Maryland
$34.2M +$1.08M +22,055 +3%
FFA
53
Farther Finance Advisors
California
$33.9M +$4.5M +91,917 +15%
CG
54
CFO4Life Group
Texas
$31.9M +$30.9M +634,359 +3,254%
HGWM
55
Horst & Graben Wealth Management
Oregon
$31.6M +$421K +8,633 +1%
US Bancorp
56
US Bancorp
Minnesota
$31.3M +$53.1K +1,088 +0.2%
HWM
57
Horizon Wealth Management
Illinois
$29.7M -$15.5M -318,117 -34%
PCA
58
Prosperity Capital Advisors
Ohio
$29.5M +$2.02M +41,381 +7%
CIAS
59
CFS Investment Advisory Services
New Jersey
$28.8M +$1.11M +22,696 +4%
SFP
60
Shepherd Financial Partners
Massachusetts
$28.5M +$28.5M +584,390 New
AAS
61
Avantax Advisory Services
Texas
$27.9M +$2.28M +46,694 +9%
SW
62
SteelPeak Wealth
California
$27M +$1.47M +30,165 +6%
SHIM
63
Stone House Investment Management
Pennsylvania
$26.3M +$4.72M +96,891 +22%
TVAMP
64
Tennessee Valley Asset Management Partners
Tennessee
$26M +$1.04M +21,284 +4%
IDA
65
Intelligence Driven Advisers
California
$24.6M +$986K +20,228 +4%
WWG
66
West Wealth Group
California
$24.6M +$917K +18,741 +4%
HFA
67
High Falls Advisors
New York
$23.8M +$160K +3,276 +0.7%
IA
68
Integrity Alliance
Iowa
$23M +$4.46M +91,565 +24%
SFO
69
Stokes Family Office
Louisiana
$22.8M -$1.43M -29,284 -6%
Mariner
70
Mariner
Kansas
$22.7M +$1.49M +30,496 +7%
MWP
71
Madison Wealth Partners
Wisconsin
$22.4M +$22.4M +458,924 New
BFG
72
Buttonwood Financial Group
Missouri
$21.9M +$1.15M +25,083 +6%
MFS
73
Madrona Financial Services
Washington
$21.8M +$10.8M +220,817 +97%
GF
74
Gries Financial
Ohio
$21.8M +$3.04M +62,446 +16%
SFS
75
Security Financial Services
Indiana
$21.4M +$870K +17,846 +4%