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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 %
TFG
176
Tull Financial Group
Virginia
$7.04M +$6.84M +140,331 +3,478%
GWP
177
Gen-Wealth Partners
Michigan
$7.03M +$204K +4,192 +3%
PS
178
Principal Securities
Iowa
$7M -$1.18K -23 -0%
TWM
179
Tradition Wealth Management
Minnesota
$6.97M +$346K +7,101 +5%
EFG
180
Ehrlich Financial Group
California
$6.91M +$189K +3,879 +3%
CWM
181
Certus Wealth Management
California
$6.87M +$188K +3,663 +3%
FAM
182
Forte Asset Management
New York
$6.84M +$808K +16,569 +13%
OWCM
183
One Wealth Capital Management
Arizona
$6.84M -$157K -3,217 -2%
MMH
184
Menora Mivtachim Holdings
Israel
$6.71M +$6.71M +137,516 New
CAG
185
Csenge Advisory Group
Florida
$6.68M +$821K +17,874 +14%
Creative Planning
186
Creative Planning
Kansas
$6.67M +$6.67M +136,757 New
Baird Financial Group
187
Baird Financial Group
Wisconsin
$6.65M +$2.61M +53,465 +64%
SIM
188
Synergy Investment Management
Florida
$6.65M +$1.23M +25,195 +23%
MCM
189
M1 Capital Management
Michigan
$6.61M -$263K -5,404 -4%
SF
190
SWP Financial
California
$6.58M +$466K +9,563 +8%
Cerity Partners
191
Cerity Partners
New York
$6.55M -$230K -4,710 -3%
PFGIA
192
Patriot Financial Group Insurance Agency
Massachusetts
$6.51M +$652K +13,374 +11%
CWM
193
Centurion Wealth Management
Virginia
$6.38M
CA
194
CoreCap Advisors
Michigan
$6.36M +$1.4M +28,733 +28%
AR
195
Apeiron RIA
Texas
$6.35M -$4.97M -101,827 -44%
WA
196
Waverly Advisors
Alabama
$6.35M +$639K +13,108 +11%
FWP
197
Firethorn Wealth Partners
Georgia
$6.33M +$147K +3,017 +2%
GWA
198
Genesis Wealth Advisors
Massachusetts
$6.19M +$423K +8,685 +7%
BBA
199
Braun-Bostich & Associates
Pennsylvania
$6.1M -$43.1K -883 -0.7%
P
200
&Partners
Tennessee
$6.1M +$256K +5,282 +4%