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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 %
LWM
76
Liberty Wealth Management
California
$21M +$1.18M +24,148 +6%
IWS
77
Insight Wealth Strategies
California
$20.8M +$20.8M +426,495 New
Jones Financial Companies
78
Jones Financial Companies
Missouri
$20.5M +$7.4M +152,510 +57%
CPA
79
Capital Planning Advisors
California
$20.4M -$89.8K -1,842 -0.4%
PAG
80
Private Advisor Group
New Jersey
$20M +$3.11M +63,873 +18%
OWA
81
One Wealth Advisors
California
$20M -$434K -8,908 -2%
KPWS
82
Kestra Private Wealth Services
Texas
$19.4M +$5.77M +118,271 +42%
BCI
83
Brinker Capital Investments
Pennsylvania
$19.4M +$549K +11,268 +3%
OPS
84
Orion Portfolio Solutions
Nebraska
$19.4M +$549K +11,268 +3%
HPA
85
High Probability Advisors
New York
$19.2M +$870K +17,846 +5%
KW
86
KWB Wealth
California
$18.9M +$1.99M +38,795 +12%
PWA
87
Physician Wealth Advisors
Utah
$18.9M +$1.01M +20,746 +6%
WA
88
Wealth Alliance
New York
$18.5M +$1.05M +21,514 +6%
SB
89
Strategic Blueprint
Georgia
$18.4M +$241K +4,943 +1%
CCWA
90
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$18.4M +$18.4M +376,398 New
PWM
91
Perigon Wealth Management
California
$18.1M +$1.13M +23,180 +7%
BTI
92
Blue Trust Inc
Georgia
$18M +$121K +2,485 +0.7%
EL
93
EQ LLC
Washington
$17.9M +$1.84M +37,669 +11%
KFS
94
Kelly Financial Services
Massachusetts
$17.5M +$661K +13,549 +4%
KFGK
95
Keystone Financial Group (Kentucky)
Kentucky
$17.1M +$510K +10,454 +3%
KFSC
96
Keystone Financial Services (Colorado)
Colorado
$17.1M +$221K +4,541 +1%
CWS
97
Cypress Wealth Services
California
$16.9M +$1.34M +27,497 +9%
DA
98
Detalus Advisors
Missouri
$16.9M +$82.5K +1,692 +0.5%
BDWCC
99
B&D White Capital Company
Texas
$16.7M +$9.3M +190,818 +125%
AWP
100
Avid Wealth Partners
Texas
$16.4M +$1.08M +22,184 +7%