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BlackRock US Equity Factor Rotation ETF

519 hedge funds and large institutions have $14.5B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 227 increasing their positions, 159 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+77
Holders Change %
+17.42%
% of All Funds
6.91%
Holding in Top 10
101
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+23.17%
% of All Funds
1.34%
New
108
Increased
227
Reduced
159
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RCG
101
Regatta Capital Group
California
$14.3M +$713K +13,909 +5%
TWM
102
TSA Wealth Management
Texas
$14.3M -$363K -7,088 -2%
BCM
103
Brookstone Capital Management
Illinois
$14.3M -$1.21M -23,558 -8%
MCA
104
Midwest Capital Advisors
Michigan
$14.2M +$14.2M +276,558 New
Jones Financial Companies
105
Jones Financial Companies
Missouri
$13.8M +$10.8M +209,821 +352%
SP
106
Stonebrook Private
Michigan
$13.6M +$1.11M +21,730 +9%
FLA
107
Financial Life Advisors
Texas
$13.4M +$855K +16,681 +7%
Legacy Financial Group (Iowa)
108
Legacy Financial Group (Iowa)
Iowa
$13.2M -$137K -2,680 -1%
TF
109
Trek Financial
Arizona
$13M +$657K +12,818 +5%
BFG
110
Beacon Financial Group
Texas
$12.8M +$479K +9,351 +4%
KG
111
Kilter Group
New York
$12.7M +$12.7M +248,379 New
KAS
112
Kestra Advisory Services
Texas
$12.7M +$3.88M +75,692 +44%
RA
113
RFG Advisory
Alabama
$12.5M +$2.3M +44,934 +23%
SWP
114
ShoreHaven Wealth Partners
New Jersey
$12.3M -$266K -5,184 -2%
SPIA
115
Steward Partners Investment Advisory
New York
$12.2M -$304K -5,925 -2%
WWM
116
WJ Wealth Management
Arizona
$12.1M +$381K +7,429 +3%
AR
117
Apeiron RIA
Texas
$11.9M +$895K +17,460 +8%
SL
118
Sentinus LLC
Illinois
$11.7M +$399K +7,794 +4%
MFS
119
Madrona Financial Services
Washington
$11.6M +$757K +14,767 +7%
WP
120
WealthShield Partners
North Carolina
$11.5M -$137K -2,679 -1%
AA
121
Ancora Advisors
Ohio
$11.3M +$1.53M +29,794 +16%
ST
122
Spinnaker Trust
Maine
$11.1M +$1.92M +37,430 +21%
BHWM
123
Bay Harbor Wealth Management
Maryland
$11M +$478K +9,336 +5%
PIA
124
Perennial Investment Advisors
California
$10.8M +$9.74M +190,057 +909%
SCA
125
Snowden Capital Advisors
New York
$10.8M -$536K -10,453 -5%