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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 %
CAM
126
Cobblestone Asset Management
Virginia
$8.75M -$28.3K -573 -0.3%
WWA
127
WCG Wealth Advisors
Nevada
$8.75M +$426K +8,610 +5%
SW
128
SkyOak Wealth
Michigan
$8.67M -$80.5K -1,627 -0.9%
MW
129
Maia Wealth
Colorado
$8.65M +$1.02M +20,270 +13%
KPWS
130
Kestra Private Wealth Services
Texas
$8.63M +$8.63M +174,388 New
KAS
131
Kestra Advisory Services
Texas
$8.51M +$2.9M +58,680 +52%
FFN
132
Focus Financial Network
Minnesota
$8.43M +$181K +3,662 +2%
SWM
133
SigFig Wealth Management
California
$8.31M +$113K +2,304 +1%
AssetMark Inc
134
AssetMark Inc
California
$8.3M +$584K +11,809 +8%
BWM
135
BCGM Wealth Management
Indiana
$8.29M +$59.2K +1,196 +0.7%
VPP
136
Vertex Planning Partners
Illinois
$8.26M +$386K +7,800 +5%
KWM
137
Keebeck Wealth Management
Illinois
$8.25M +$305K +6,162 +4%
TVM
138
True Vision MN
Minnesota
$7.88M +$312K +6,299 +4%
SWP
139
Stratos Wealth Partners
Ohio
$7.85M +$4.8M +96,939 +157%
JE
140
JMAC Enterprises
Pennsylvania
$7.77M +$723K +14,617 +10%
TC
141
TownSquare Capital
Utah
$7.68M -$5.05K -102 -0.1%
CA
142
Claro Advisors
Massachusetts
$7.64M +$1.03M +20,762 +16%
MFA
143
Mayflower Financial Advisors
Massachusetts
$7.6M +$696K +14,065 +10%
LWA
144
Lineweaver Wealth Advisors
Ohio
$7.49M +$288K +5,815 +4%
BBWP
145
Beacon Bridge Wealth Partners
Pennsylvania
$7.44M +$130K +2,635 +2%
USCWA
146
U.S. Capital Wealth Advisors
Texas
$7.24M +$92.5K +1,870 +1%
HighTower Advisors
147
HighTower Advisors
Illinois
$7M +$376K +7,607 +6%
GWP
148
Gen-Wealth Partners
Michigan
$6.95M +$338K +6,688 +5%
EFG
149
Ehrlich Financial Group
California
$6.91M +$794K +16,051 +13%
AFP
150
Alpha Financial Partners
Kentucky
$6.91M +$6.91M +139,629 New