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BlackRock US Equity Factor Rotation ETF

549 hedge funds and large institutions have $15.7B invested in BlackRock US Equity Factor Rotation ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 334 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
+28
Holders Change %
+5.37%
% of All Funds
7.46%
Holding in Top 10
110
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.84%
% of All Funds
1.49%
New
75
Increased
334
Reduced
116
Closed
30
Calls
Puts
$16K
Net Calls
-$16K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Shares
Change %
Legacy Financial Group (Iowa)
126
Legacy Financial Group (Iowa)
Iowa
$12.6M +$51.2K +1,051 +0.4%
SPIA
127
Steward Partners Investment Advisory
New York
$12.3M +$715K +14,665 +6%
Kayne Anderson Rudnick Investment Management
128
Kayne Anderson Rudnick Investment Management
California
$12.3M +$8.02M +164,517 +189%
ST
129
Spinnaker Trust
Maine
$12.1M +$1.52M +31,083 +14%
SL
130
Sentinus LLC
Illinois
$12M +$820K +16,824 +7%
I
131
INVST
Indiana
$11.6M -$7.84M -160,854 -40%
WWM
132
WJ Wealth Management
Arizona
$11.3M -$172K -3,529 -1%
BHWM
133
Bay Harbor Wealth Management
Maryland
$11.2M +$763K +15,657 +7%
HighTower Advisors
134
HighTower Advisors
Illinois
$11.2M +$3.29M +67,402 +42%
SCA
135
Snowden Capital Advisors
New York
$11M +$725K +14,859 +7%
WP
136
WealthShield Partners
North Carolina
$10.9M +$19.2K +394 +0.2%
TWP
137
Triad Wealth Partners
Kansas
$10.9M +$1.84M +37,794 +20%
EIA
138
Eldridge Investment Advisors
New Hampshire
$10.6M +$6.65M +136,468 +170%
WPW
139
Watershed Private Wealth
Illinois
$10.4M +$390K +7,992 +4%
AssetMark Inc
140
AssetMark Inc
California
$10.4M +$629K +12,892 +6%
AWM
141
Apollon Wealth Management
South Carolina
$10.1M +$6.44M +132,059 +174%
KWM
142
Keebeck Wealth Management
Illinois
$10.1M +$1.82M +37,240 +22%
AA
143
Ancora Advisors
Ohio
$10M -$695K -14,263 -6%
RIA
144
Regal Investment Advisors
Michigan
$9.93M +$401K +8,223 +4%
FHA
145
First Horizon Advisors
Tennessee
$9.89M +$612K +12,543 +7%
SWM
146
Scissortail Wealth Management
Oklahoma
$9.88M -$76.2K -1,562 -0.8%
PAMG
147
Patton Albertson Miller Group
Tennessee
$9.56M +$5.3M +108,693 +124%
SA
148
Sovran Advisors
California
$9.55M +$504K +10,981 +6%
AAS
149
Ameritas Advisory Services
Nebraska
$9.47M -$1.19M -23,423 -11%
SL
150
SWMG LLC
Texas
$9.45M -$25.3K -524 -0.3%