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BlackRock US Equity Factor Rotation ETF
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Overview Fund Activity

329 hedge funds and large institutions have $7.45B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q1 according to their latest regulatory filings, with 295 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+294
Holders Change %
+840%
% of All Funds
4.77%
Holding in Top 10
53
Holding in Top 10 Change
+53
Holding in Top 10 Change %
%
% of All Funds
0.77%
New
295
Increased
26
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.53B
2
LPL Financial
LPL Financial
California
+$592M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$412M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$379M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$333M

Top Sellers

1
TRCT
Tower Research Capital (TRC)
New York
-$486K
2
SAM
Synergy Asset Management
Washington
-$271K
3
FFG
Foundry Financial Group
New Hampshire
-$264K
4
KCM
KM Capital Management
Texas
-$147K
5
RPGK
Retirement Planning Group (Kansas)
Kansas
-$87.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
EFG
126
Ehrlich Financial Group
California
$4.57M +$4.57M +103,025 New
KAS
127
Kestra Advisory Services
Texas
$4.55M +$4.55M +102,467 New
SVWG
128
Shared Vision Wealth Group
United States
$4.54M +$4.54M +102,218 New
BBWP
129
Beacon Bridge Wealth Partners
Pennsylvania
$4.3M +$4.3M +96,894 New
FWP
130
Firethorn Wealth Partners
Georgia
$4.26M +$4.26M +96,030 New
GWP
131
Gen-Wealth Partners
Michigan
$4.22M +$4.22M +95,056 New
CWM
132
Centurion Wealth Management
Virginia
$4.19M +$4.19M +94,269 New
SWA
133
Stratos Wealth Advisors
Ohio
$4.18M +$4.18M +94,202 New
HPM
134
Hoxton Planning & Management
West Virginia
$4.06M +$4.06M +91,351 New
LF
135
Lantz Financial
Illinois
$3.86M +$3.86M +86,849 New
CAG
136
Csenge Advisory Group
Florida
$3.78M +$3.78M +85,033 New
ASN
137
Advisory Services Network
Georgia
$3.73M +$3.73M +83,963 New
Baird Financial Group
138
Baird Financial Group
Wisconsin
$3.71M +$3.71M +83,638 New
HI
139
Harbour Investments
Wisconsin
$3.56M +$3.56M +80,085 New
Goldman Sachs
140
Goldman Sachs
New York
$3.53M +$3.53M +79,530 New
AWE
141
Avidian Wealth Enterprises
Texas
$3.46M +$3.46M +77,889 New
ACA
142
Aptus Capital Advisors
Alabama
$3.42M +$3.42M +77,046 New
FEG
143
Financial Enhancement Group
Indiana
$3.34M +$3.34M +76,194 New
DAM
144
Derbend Asset Management
Georgia
$3.29M +$3.29M +74,077 New
LNC
145
Lincoln National Corp
Pennsylvania
$3.2M +$3.2M +72,036 New
RJA
146
Raymond James & Associates
Florida
$3.19M +$3.19M +71,884 New
PFGIA
147
Patriot Financial Group Insurance Agency
Massachusetts
$3.12M +$3.12M +70,368 New
BWM
148
BlackDiamond Wealth Management
New York
$3.09M +$1.23M +27,697 +66%
MIS
149
Morningstar Investment Services
Illinois
$2.98M +$2.98M +67,086 New
UWPG
150
Ullmann Wealth Partners Group
Florida
$2.95M +$2.95M +66,430 New
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