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BlackRock US Equity Factor Rotation ETF
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Overview Fund Activity

388 hedge funds and large institutions have $10B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 250 increasing their positions, 49 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+59
Holders Change %
+17.93%
% of All Funds
5.64%
Holding in Top 10
76
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+43.4%
% of All Funds
1.11%
New
82
Increased
250
Reduced
49
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.01B
2
LPL Financial
LPL Financial
California
$817M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$618M
4
Bank of America
Bank of America
North Carolina
$161M
5
Morgan Stanley
Morgan Stanley
New York
$327M

Top Sellers

1
CW
CreativeOne Wealth
Kansas
$27.1M
2
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$0
3
SWM
Spire Wealth Management
Virginia
$1.42M
4
LNC
Lincoln National Corp
Pennsylvania
$0
5
SAW
Signal Advisors Wealth
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RHP
76
Royal Harbor Partners
Texas
$14.9M +$271K +5,766 +2%
BRWA
77
B. Riley Wealth Advisors
Florida
$14.4M +$14.4M +307,292 New
CWS
78
Cypress Wealth Services
California
$14.3M +$1.65M +35,237 +13%
FFA
79
Farther Finance Advisors
California
$14.3M +$5.33M +113,250 +59%
OAP
80
One Advisory Partners
Kansas
$14.3M +$2.2M +46,812 +18%
AG
81
Ascent Group
Virginia
$14M +$4.6M +97,972 +49%
TWM
82
TSA Wealth Management
Texas
$13.4M -$1.22M -26,096 -8%
PFG
83
PAX Financial Group
Texas
$13.4M +$184K +3,925 +1%
DWM
84
Dynasty Wealth Management
Florida
$13M +$13M +277,959 New
FHB
85
First Hawaiian Bank
Hawaii
$12.9M +$10.4M +220,568 +405%
MA
86
Mutual Advisors
Nebraska
$12.1M +$1.2M +25,602 +11%
KW
87
KWB Wealth
California
$12M -$174K -3,920 -1%
Legacy Financial Group (Iowa)
88
Legacy Financial Group (Iowa)
Iowa
$11.7M +$230K +4,895 +2%
BCM
89
Brookstone Capital Management
Illinois
$11.5M +$651K +13,572 +6%
TF
90
Trek Financial
Arizona
$11.3M -$359K -7,638 -3%
TFGT
91
TS Financial Group (TSFG)
Illinois
$11.3M +$6.42M +136,853 +133%
PWM
92
Perigon Wealth Management
California
$11M +$1.97M +41,866 +22%
T
93
TNF
Montana
$11M +$5.74M +123,593 +110%
GF
94
Gries Financial
Ohio
$10.9M +$2.85M +60,811 +36%
SWP
95
ShoreHaven Wealth Partners
New Jersey
$10.8M +$3.63M +77,382 +50%
WP
96
WealthShield Partners
North Carolina
$10.5M +$1.83M +38,971 +21%
SL
97
Sentinus LLC
Illinois
$10.3M +$298K +6,358 +3%
SPIA
98
Steward Partners Investment Advisory
New York
$10.2M +$112K +2,385 +1%
RA
99
RFG Advisory
Alabama
$10.2M +$1.72M +36,691 +20%
SCA
100
Snowden Capital Advisors
New York
$10.1M +$10.1M +214,261 New
2 3
4
5 6