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BlackRock US Equity Factor Rotation ETF

442 hedge funds and large institutions have $12.6B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 251 increasing their positions, 102 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+54
Holders Change %
+13.92%
% of All Funds
6.39%
Holding in Top 10
82
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+7.89%
% of All Funds
1.19%
New
72
Increased
251
Reduced
102
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FLA
101
Financial Life Advisors
Texas
$12.1M +$1.68M +33,869 +16%
SWP
102
ShoreHaven Wealth Partners
New Jersey
$12.1M +$693K +14,001 +6%
SPIA
103
Steward Partners Investment Advisory
New York
$12.1M +$1.3M +26,339 +12%
SP
104
Stonebrook Private
Michigan
$12M +$6.67M +134,795 +124%
UWPG
105
Ullmann Wealth Partners Group
Florida
$12M +$3.86M +78,048 +47%
TF
106
Trek Financial
Arizona
$11.9M -$15.3K -309 -0.1%
T
107
TNF
Montana
$11.9M -$72.4K -1,432 -0.6%
BFG
108
Beacon Financial Group
Texas
$11.9M +$1.55M +31,321 +15%
WWM
109
WJ Wealth Management
Arizona
$11.3M +$11.3M +228,856 New
WP
110
WealthShield Partners
North Carolina
$11.2M +$83.7K +1,691 +0.8%
SL
111
Sentinus LLC
Illinois
$11M +$145K +2,939 +1%
SCA
112
Snowden Capital Advisors
New York
$10.9M +$334K +6,760 +3%
AR
113
Apeiron RIA
Texas
$10.6M +$588K +11,889 +6%
MFS
114
Madrona Financial Services
Washington
$10.5M +$509K +10,287 +5%
WPW
115
Watershed Private Wealth
Illinois
$10.5M +$748K +15,112 +8%
RIA
116
Regal Investment Advisors
Michigan
$10.1M +$2.54M +51,288 +33%
BHWM
117
Bay Harbor Wealth Management
Maryland
$10.1M +$255K +5,145 +3%
FHA
118
First Horizon Advisors
Tennessee
$10.1M +$808K +16,339 +9%
RA
119
RFG Advisory
Alabama
$9.85M -$884K -17,869 -8%
SWM
120
Scissortail Wealth Management
Oklahoma
$9.85M -$2.52B -207,080 -100%
SL
121
SWMG LLC
Texas
$9.48M -$297K -5,683 -3%
AA
122
Ancora Advisors
Ohio
$9.43M +$1.84M +37,180 +24%
MFG
123
Merit Financial Group
Georgia
$9.36M -$10.8M -218,970 -54%
MIS
124
Morningstar Investment Services
Illinois
$9.29M +$2.79M +56,584 +43%
ST
125
Spinnaker Trust
Maine
$8.86M +$416K +8,401 +5%