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BlackRock US Equity Factor Rotation ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
FLA
101
Financial Life Advisors
Texas
$9.91M +$9.91M +211,179 New
BFG
102
Beacon Financial Group
Texas
$9.79M +$2.97M +63,243 +44%
SWM
103
Scissortail Wealth Management
Oklahoma
$9.76M +$36.1K +770 +0.4%
AR
104
Apeiron RIA
Texas
$9.51M +$2.98M +63,474 +46%
MFS
105
Madrona Financial Services
Washington
$9.49M +$1.28M +27,332 +16%
BHWM
106
Bay Harbor Wealth Management
Maryland
$9.36M +$104K +2,213 +1%
WPW
107
Watershed Private Wealth
Illinois
$9.26M +$485K +10,336 +6%
Marshall Wace
108
Marshall Wace
United Kingdom
$9.11M +$3.33M +71,004 +58%
FHA
109
First Horizon Advisors
Tennessee
$8.8M +$1.76M +37,476 +25%
SL
110
SWMG LLC
Texas
$8.77M +$384K +8,190 +5%
GRP
111
Global Retirement Partners
California
$8.52M +$1.04M +22,230 +14%
CAM
112
Cobblestone Asset Management
Virginia
$8.33M -$698K -14,862 -8%
SW
113
SkyOak Wealth
Michigan
$8.3M -$186K -3,968 -2%
ST
114
Spinnaker Trust
Maine
$8.01M +$8.01M +170,682 New
FFN
115
Focus Financial Network
Minnesota
$8M +$287K +5,981 +4%
WWA
116
WCG Wealth Advisors
Nevada
$7.9M +$6.91M +147,128 +696%
BWM
117
BCGM Wealth Management
Indiana
$7.81M +$239K +5,095 +3%
SWM
118
SigFig Wealth Management
California
$7.81M +$480K +10,227 +7%
UWPG
119
Ullmann Wealth Partners Group
Florida
$7.71M +$4.6M +97,907 +147%
KWM
120
Keebeck Wealth Management
Illinois
$7.54M +$358K +7,618 +5%
VPP
121
Vertex Planning Partners
Illinois
$7.47M +$1.48M +31,463 +25%
AssetMark Inc
122
AssetMark Inc
California
$7.32M +$2.01M +42,780 +38%
MW
123
Maia Wealth
Colorado
$7.31M +$7.31M +150,776 New
TC
124
TownSquare Capital
Utah
$7.29M +$2.19M +46,685 +43%
RIA
125
Regal Investment Advisors
Michigan
$7.21M +$254K +5,415 +4%