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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 %
QPWM
176
Quadrant Private Wealth Management
Pennsylvania
$3.84M +$1.11M +23,740 +41%
CC
177
Copperleaf Capital
North Carolina
$3.78M +$2.06M +43,992 +120%
IA
178
IFP Advisors
Florida
$3.77M +$1.8M +38,279 +91%
RSWM
179
Robertson Stephens Wealth Management
California
$3.68M +$1.73M +36,931 +89%
TCA
180
Transcend Capital Advisors
New Jersey
$3.66M +$1.17M +24,822 +47%
CWP
181
Cyndeo Wealth Partners
Florida
$3.65M +$3.65M +77,697 New
FEG
182
Financial Enhancement Group
Indiana
$3.55M +$11K +236 +0.3%
SFS
183
Sowell Financial Services
Arkansas
$3.55M +$2.22M +47,297 +167%
AWE
184
Avidian Wealth Enterprises
Texas
$3.53M -$125K -2,653 -3%
Renaissance Technologies
185
Renaissance Technologies
New York
$3.47M +$3.47M +74,000 New
TF
186
Theory Financial
Colorado
$3.44M +$1.83M +38,914 +113%
KCM
187
KM Capital Management
Texas
$3.39M +$682K +14,520 +25%
Goldman Sachs
188
Goldman Sachs
New York
$3.32M -$416K -8,856 -11%
PA
189
PFG Advisors
Arizona
$3.29M +$2.11M +44,982 +179%
BWM
190
BlackDiamond Wealth Management
New York
$3.28M +$116K +2,563 +4%
TPWA
191
Twin Peaks Wealth Advisors
California
$3.11M +$630K +13,431 +25%
GWP
192
Gateway Wealth Partners
Wisconsin
$3.07M +$309K +6,578 +11%
IA
193
IFG Advisory
Georgia
$3.02M +$215K +4,581 +8%
MWM
194
Maripau Wealth Management
Indiana
$2.97M +$254K +5,406 +9%
MFA
195
Millington Financial Advisors
Illinois
$2.95M +$21.7K +463 +0.7%
MOS
196
MGO One Seven
Ohio
$2.93M +$1.49M +31,806 +104%
SWP
197
Stratos Wealth Partners
Ohio
$2.89M -$43.5K -927 -1%
BIG
198
Bush Investment Group
Georgia
$2.73M +$73K +1,556 +3%
MWM
199
Mosley Wealth Management
California
$2.69M +$145K +3,094 +6%
WFS
200
WealthGarden F.S.
California
$2.6M +$2.6M +55,488 New
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8
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