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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 %
BBA
151
Braun-Bostich & Associates
Pennsylvania
$2.79M +$2.79M +62,781 New
SWP
152
Stratos Wealth Partners
Ohio
$2.78M +$2.78M +62,579 New
MFA
153
Millington Financial Advisors
Illinois
$2.77M +$2.77M +62,308 New
HSBC Holdings
154
HSBC Holdings
United Kingdom
$2.73M +$1.71M +38,541 +168%
SAW
155
Signal Advisors Wealth
Michigan
$2.66M +$2.66M +59,807 New
IA
156
IFG Advisory
Georgia
$2.65M +$2.65M +59,759 New
GWP
157
Gateway Wealth Partners
Wisconsin
$2.61M +$2.61M +58,796 New
QPWM
158
Quadrant Private Wealth Management
Pennsylvania
$2.58M +$2.58M +57,999 New
MWM
159
Maripau Wealth Management
Indiana
$2.57M +$2.57M +57,887 New
VWM
160
Venturi Wealth Management
Texas
$2.57M +$2.57M +57,834 New
KCM
161
KM Capital Management
Texas
$2.56M -$147K -3,312 -5%
BIG
162
Bush Investment Group
Georgia
$2.51M +$1.3M +29,184 +106%
VCP
163
Verus Capital Partners
Arizona
$2.51M +$2.51M +56,592 New
FHA
164
Flagship Harbor Advisors
Massachusetts
$2.46M +$2.46M +55,434 New
FHB
165
First Hawaiian Bank
Hawaii
$2.42M +$2.42M +54,455 New
MWM
166
Mosley Wealth Management
California
$2.41M +$2.41M +54,258 New
TCA
167
Transcend Capital Advisors
New Jersey
$2.36M +$2.36M +53,245 New
TPWA
168
Twin Peaks Wealth Advisors
California
$2.34M +$2.34M +52,763 New
JWBC
169
John W. Brooker & Co
California
$2.34M +$2.34M +52,752 New
CA
170
Claro Advisors
Massachusetts
$2.27M +$2.27M +51,056 New
WP
171
WealthPLAN Partners
Nebraska
$2.25M +$2.25M +50,588 New
AF
172
Advisornet Financial
Minnesota
$2.19M +$2.19M +49,232 New
CAM
173
Concorde Asset Management
Michigan
$2.11M +$2.11M +47,602 New
ICP
174
Interchange Capital Partners
Pennsylvania
$2.08M +$2.08M +44,252 New
AA
175
Ancora Advisors
Ohio
$2.03M +$2.03M +45,787 New
5 6
7
8 9