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BlackRock US Equity Factor Rotation ETF

329 hedge funds and large institutions have $7.45B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q1 according to their latest regulatory filings, with 295 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+294
Holders Change %
+840%
% of All Funds
4.77%
Holding in Top 10
53
Holding in Top 10 Change
+53
Holding in Top 10 Change %
%
% of All Funds
0.77%
New
295
Increased
26
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MA
76
Mutual Advisors
Nebraska
$10.4M +$7.8M +175,693 +305%
BCM
77
Brookstone Capital Management
Illinois
$10.1M +$10.1M +227,048 New
SHJ
78
Sharkey, Howes & Javer
Colorado
$9.77M +$9.77M +219,935 New
SPIA
79
Steward Partners Investment Advisory
New York
$9.58M +$9.58M +215,682 New
SL
80
Sentinus LLC
Illinois
$9.42M +$9.42M +212,089 New
SWM
81
Scissortail Wealth Management
Oklahoma
$9.2M +$9.2M +207,119 New
AG
82
Ascent Group
Virginia
$8.85M +$5.14M +115,724 +139%
BHWM
83
Bay Harbor Wealth Management
Maryland
$8.76M +$8.76M +197,296 New
PWM
84
Perigon Wealth Management
California
$8.54M +$8.54M +192,371 New
CAM
85
Cobblestone Asset Management
Virginia
$8.54M +$8.54M +192,350 New
FFA
86
Farther Finance Advisors
California
$8.46M +$8.46M +190,492 New
WPW
87
Watershed Private Wealth
Illinois
$8.3M +$8.3M +186,974 New
WP
88
WealthShield Partners
North Carolina
$8.23M +$8.23M +185,445 New
SW
89
SkyOak Wealth
Michigan
$8.03M -$24.7K -556 -0.3%
RA
90
RFG Advisory
Alabama
$8.01M +$8.01M +180,319 New
SL
91
SWMG LLC
Texas
$7.93M +$7.93M +178,562 New
MFS
92
Madrona Financial Services
Washington
$7.76M +$7.76M +174,861 New
GF
93
Gries Financial
Ohio
$7.6M +$7.6M +171,250 New
BWM
94
BCGM Wealth Management
Indiana
$7.16M +$7.16M +161,214 New
AWP
95
Avid Wealth Partners
Texas
$7.11M +$7.11M +160,151 New
GRP
96
Global Retirement Partners
California
$7.07M +$7.07M +159,300 New
SWM
97
SigFig Wealth Management
California
$6.93M +$6.93M +156,072 New
FFN
98
Focus Financial Network
Minnesota
$6.85M +$6.85M +160,857 New
SWP
99
ShoreHaven Wealth Partners
New Jersey
$6.82M +$6.82M +153,570 New
KWM
100
Keebeck Wealth Management
Illinois
$6.8M +$6.8M +153,050 New