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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 %
BWM
151
BCGM Wealth Management
Indiana
$9.17M +$517K +10,602 +6%
CAM
152
Cobblestone Asset Management
Virginia
$9.1M +$1.08M +22,174 +13%
CA
153
Claro Advisors
Massachusetts
$9.07M +$795K +16,313 +10%
BBWP
154
Beacon Bridge Wealth Partners
Pennsylvania
$8.93M +$548K +11,231 +7%
MWM
155
McNaughton Wealth Management
California
$8.91M +$8.91M +182,752 New
JWBC
156
John W. Brooker & Co
California
$8.88M +$777K +15,943 +10%
VHAM
157
Van Hulzen Asset Management
California
$8.79M +$8.69M +178,160 +8,360%
MW
158
Maia Wealth
Colorado
$8.71M +$137K +2,917 +2%
JE
159
JMAC Enterprises
Pennsylvania
$8.61M +$351K +7,189 +4%
VPP
160
Vertex Planning Partners
Illinois
$8.56M +$328K +6,734 +4%
FFN
161
Focus Financial Network
Minnesota
$8.49M +$499K +10,230 +6%
WC
162
Weil Company
California
$8.37M +$4.36M +89,328 +109%
SWM
163
SigFig Wealth Management
California
$8.27M +$117K +2,405 +1%
CWA
164
Centerline Wealth Advisors
Kentucky
$8.12M -$26.1K -535 -0.3%
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$8.11M +$4.45M +91,335 +122%
MFA
166
Mayflower Financial Advisors
Massachusetts
$8.05M +$265K +5,438 +3%
SW
167
SkyOak Wealth
Michigan
$7.99M -$294K -6,034 -4%
HWM
168
Hobbs Wealth Management
Indiana
$7.62M +$440K +9,033 +6%
CAL
169
Capital Analysts LLC
Pennsylvania
$7.6M +$937K +19,215 +14%
SWC
170
Spectrum Wealth Counsel
Indiana
$7.58M +$2.06M +42,337 +37%
LWA
171
Lineweaver Wealth Advisors
Ohio
$7.53M +$139K +2,859 +2%
SPAS
172
Spectrum Planning & Advisory Services
California
$7.51M +$400K +8,205 +6%
TVM
173
True Vision MN
Minnesota
$7.5M -$8.63K -177 -0.1%
TC
174
TownSquare Capital
Utah
$7.16M -$50.5K -1,035 -0.7%
EFA
175
Edge Financial Advisors
Illinois
$7.12M +$7.12M +146,097 New