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BlackRock US Equity Factor Rotation ETF
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Overview Fund Activity

587 hedge funds and large institutions have $18.9B invested in BlackRock US Equity Factor Rotation ETF in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 339 increasing their positions, 145 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
+38
Holders Change %
+6.92%
% of All Funds
7.87%
Holding in Top 10
116
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.45%
% of All Funds
1.56%
New
77
Increased
339
Reduced
145
Closed
28
Calls
$20K
Puts
$2K
Net Calls
+$18K
Net Calls Change
+$34K

Top Buyers

1
LPL Financial
LPL Financial
California
+$211M
2
Morgan Stanley
Morgan Stanley
New York
+$138M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$137M
4
Ameriprise
Ameriprise
Minnesota
+$128M
5
Bank of America
Bank of America
North Carolina
+$89.9M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$45.2M
2
DWM
Dynasty Wealth Management
Florida
-$32M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$26.9M
4
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
-$26M
5
AWS
Atria Wealth Solutions
New York
-$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$39.1M -$45.2M -829,253 -54%
CG
52
CFO4Life Group
Texas
$39.1M +$3.51M +64,435 +10%
SA
53
Scarborough Advisors
Maryland
$38.3M +$46.3K +851 +0.1%
MC
54
McMorgan & Co
California
$38M -$560K -10,280 -1%
IDA
55
Intelligence Driven Advisers
California
$36.6M +$9.05M +166,098 +33%
KW
56
KWB Wealth
California
$36.3M +$18.3M +375,175 +102%
SFP
57
Shepherd Financial Partners
Massachusetts
$35.9M +$4.08M +75,006 +13%
US Bancorp
58
US Bancorp
Minnesota
$35.8M +$908K +16,680 +3%
PCA
59
Prosperity Capital Advisors
Ohio
$34.8M +$1.99M +36,472 +6%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$33.7M +$10.8M +198,946 +47%
HGWM
61
Horst & Graben Wealth Management
Oregon
$33.2M -$2.14M -39,252 -6%
HWM
62
Horizon Wealth Management
Illinois
$32.7M -$489K -8,982 -1%
CIAS
63
CFS Investment Advisory Services
New Jersey
$32.4M +$232K +4,257 +0.7%
SW
64
SteelPeak Wealth
California
$30.8M +$685K +12,572 +2%
AAS
65
Avantax Advisory Services
Texas
$30.6M -$539K -9,905 -2%
SHIM
66
Stone House Investment Management
Pennsylvania
$30.1M +$759K +13,938 +3%
PAG
67
Private Advisor Group
New Jersey
$29.7M +$7.32M +134,469 +33%
WWG
68
West Wealth Group
California
$29.6M +$1.45M +25,801 +5%
BCI
69
Brinker Capital Investments
Pennsylvania
$28.2M +$6.46M +118,703 +30%
ST
70
Spinnaker Trust
Maine
$27.5M +$14M +257,696 +104%
MWP
71
Madison Wealth Partners
Wisconsin
$26.6M +$1.63M +29,849 +7%
BFG
72
Buttonwood Financial Group
Missouri
$26.6M +$439K +8,039 +2%
MFS
73
Madrona Financial Services
Washington
$26.3M +$1.88M +34,498 +8%
HFA
74
High Falls Advisors
New York
$26M -$537K -9,869 -2%
SFO
75
Stokes Family Office
Louisiana
$25.6M +$147K +2,705 +0.6%
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