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BlackRock US Equity Factor Rotation ETF
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Overview Fund Activity

519 hedge funds and large institutions have $14.5B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 227 increasing their positions, 159 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+77
Holders Change %
+17.42%
% of All Funds
6.91%
Holding in Top 10
101
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+23.17%
% of All Funds
1.34%
New
108
Increased
227
Reduced
159
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$1.29B
2
DWM
Dynasty Wealth Management
Florida
$245M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$894M
4
Ameriprise
Ameriprise
Minnesota
$222M
5
Morgan Stanley
Morgan Stanley
New York
$427M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.33B
2
IWC
Integrated Wealth Concepts
Massachusetts
$64.3M
3
Prudential Financial
Prudential Financial
New Jersey
$0
4
BlackRock
BlackRock
New York
$844M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$432M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
151
B. Riley Wealth Advisors
Florida
$8.18M -$6.74M -131,468 -45%
MFA
152
Mayflower Financial Advisors
Massachusetts
$8.18M +$313K +6,101 +4%
TVM
153
True Vision MN
Minnesota
$7.89M -$277K -5,411 -3%
BDWCC
154
B&D White Capital Company
Texas
$7.81M +$3.4M +66,375 +77%
LWA
155
Lineweaver Wealth Advisors
Ohio
$7.77M +$11.1K +216 +0.1%
TC
156
TownSquare Capital
Utah
$7.58M -$371K -7,248 -5%
HWM
157
Hobbs Wealth Management
Indiana
$7.55M +$7.55M +147,227 New
SPAS
158
Spectrum Planning & Advisory Services
California
$7.47M +$325K +6,346 +5%
LGW
159
Leslie Global Wealth
Illinois
$7.44M +$7.44M +145,251 New
UW
160
Unique Wealth
Florida
$7.37M +$3.22M +62,821 +78%
OWCM
161
One Wealth Capital Management
Arizona
$7.35M +$7.35M +143,441 New
Renaissance Technologies
162
Renaissance Technologies
New York
$7.27M +$3.85M +75,200 +113%
MCM
163
M1 Capital Management
Michigan
$7.22M +$7.22M +140,926 New
USCWA
164
U.S. Capital Wealth Advisors
Texas
$7.21M -$291K -5,681 -4%
GWP
165
Gen-Wealth Partners
Michigan
$7.17M +$122K +2,389 +2%
Cerity Partners
166
Cerity Partners
New York
$7.12M +$7.12M +139,008 New
EFG
167
Ehrlich Financial Group
California
$7.06M -$92.6K -1,806 -1%
CF
168
Collier Financial
Colorado
$7M +$7M +136,648 New
CAL
169
Capital Analysts LLC
Pennsylvania
$7M +$414K +8,077 +6%
PS
170
Principal Securities
Iowa
$7M +$3.61M +70,416 +107%
TWM
171
Tradition Wealth Management
Minnesota
$6.96M +$689K +13,444 +11%
CWM
172
Certus Wealth Management
California
$6.93M +$298K +5,601 +4%
SWA
173
Stratos Wealth Advisors
Ohio
$6.77M +$543K +10,591 +9%
MWS
174
Maxwell Wealth Strategies
California
$6.7M +$363K +7,081 +6%
ATS
175
Ashton Thomas Securities
New York
$6.63M -$222K -4,340 -3%
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7
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