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BlackRock US Equity Factor Rotation ETF

592 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 80 funds opening new positions, 341 increasing their positions, 145 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
118
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20K
Puts
$2K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$39.1M
CG
52
CFO4Life Group
Texas
$39.1M
SA
53
Scarborough Advisors
Maryland
$38.3M
MC
54
McMorgan & Co
California
$38M
IDA
55
Intelligence Driven Advisers
California
$36.6M
KW
56
KWB Wealth
California
$36.3M
SFP
57
Shepherd Financial Partners
Massachusetts
$35.9M
US Bancorp
58
US Bancorp
Minnesota
$35.8M
PCA
59
Prosperity Capital Advisors
Ohio
$34.8M
Jones Financial Companies
60
Jones Financial Companies
Missouri
$33.7M
HGWM
61
Horst & Graben Wealth Management
Oregon
$33.2M
HWM
62
Horizon Wealth Management
Illinois
$32.7M
CIAS
63
CFS Investment Advisory Services
New Jersey
$32.4M
SW
64
SteelPeak Wealth
California
$30.8M
AAS
65
Avantax Advisory Services
Texas
$30.6M
SHIM
66
Stone House Investment Management
Pennsylvania
$30.1M
PAG
67
Private Advisor Group
New Jersey
$29.7M
WWG
68
West Wealth Group
California
$29.6M
BCI
69
Brinker Capital Investments
Pennsylvania
$28.2M
ST
70
Spinnaker Trust
Maine
$27.5M
MWP
71
Madison Wealth Partners
Wisconsin
$26.6M
BFG
72
Buttonwood Financial Group
Missouri
$26.6M
MFS
73
Madrona Financial Services
Washington
$26.3M
HFA
74
High Falls Advisors
New York
$26M
SFO
75
Stokes Family Office
Louisiana
$25.6M