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BlackRock US Equity Factor Rotation ETF
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Overview Fund Activity

388 hedge funds and large institutions have $10B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 250 increasing their positions, 49 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+59
Holders Change %
+17.93%
% of All Funds
5.64%
Holding in Top 10
76
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+43.4%
% of All Funds
1.11%
New
82
Increased
250
Reduced
49
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.01B
2
LPL Financial
LPL Financial
California
$817M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$618M
4
Bank of America
Bank of America
North Carolina
$161M
5
Morgan Stanley
Morgan Stanley
New York
$327M

Top Sellers

1
CW
CreativeOne Wealth
Kansas
$27.1M
2
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$0
3
SWM
Spire Wealth Management
Virginia
$1.42M
4
LNC
Lincoln National Corp
Pennsylvania
$0
5
SAW
Signal Advisors Wealth
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWS
151
Maxwell Wealth Strategies
California
$5.52M -$166K -3,527 -3%
HSBC Holdings
152
HSBC Holdings
United Kingdom
$5.51M +$2.62M +55,908 +91%
SVWG
153
Shared Vision Wealth Group
United States
$5.48M +$687K +14,627 +14%
ASN
154
Advisory Services Network
Georgia
$5.4M +$1.46M +31,111 +37%
TWM
155
Tradition Wealth Management
Minnesota
$5.4M +$148K +3,163 +3%
KAS
156
Kestra Advisory Services
Texas
$5.32M +$514K +10,954 +11%
SP
157
Stonebrook Private
Michigan
$5.09M +$3.42M +72,832 +204%
MYIA
158
Mount Yale Investment Advisors
Colorado
$5.05M -$132K -2,805 -3%
NCM
159
Northwest Capital Management
Oregon
$5.05M +$5M +106,594 +11,364%
SWA
160
Stratos Wealth Advisors
Ohio
$5M +$574K +12,227 +13%
JWBC
161
John W. Brooker & Co
California
$4.96M +$2.48M +52,831 +100%
WA
162
Waverly Advisors
Alabama
$4.66M +$4.66M +99,373 New
AF
163
Advisornet Financial
Minnesota
$4.63M +$2.31M +49,311 +100%
DAS
164
Diversify Advisory Services
Utah
$4.57M +$2.65M +55,286 +138%
FRA
165
FFG Retirement Advisors
Colorado
$4.56M +$2.45M +52,107 +116%
KV
166
Kickstand Ventures
New York
$4.54M +$2.45M +52,191 +117%
LF
167
Lantz Financial
Illinois
$4.35M +$269K +5,741 +7%
PFGIA
168
Patriot Financial Group Insurance Agency
Massachusetts
$4.28M +$980K +20,888 +30%
HPM
169
Hoxton Planning & Management
West Virginia
$4.26M -$26K -554 -0.6%
VCP
170
Verus Capital Partners
Arizona
$4.26M +$1.6M +34,090 +60%
AAS
171
Ameritas Advisory Services
Nebraska
$4.17M +$4.17M +88,745 New
CAG
172
Csenge Advisory Group
Florida
$4.16M +$172K +3,664 +4%
HI
173
Harbour Investments
Wisconsin
$3.98M +$219K +4,671 +6%
Baird Financial Group
174
Baird Financial Group
Wisconsin
$3.94M +$13.1K +279 +0.3%
CAL
175
Capital Analysts LLC
Pennsylvania
$3.84M +$1.81M +38,557 +89%
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