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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
+$331M
2
LPL Financial
LPL Financial
California
+$190M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$178M
4
Bank of America
Bank of America
North Carolina
+$161M
5
Morgan Stanley
Morgan Stanley
New York
+$67.6M

Top Sellers

1
CW
CreativeOne Wealth
Kansas
-$11.6M
2
KFGK
Keystone Financial Group (Kentucky)
Kentucky
-$10.4M
3
SWM
Spire Wealth Management
Virginia
-$3.68M
4
LNC
Lincoln National Corp
Pennsylvania
-$3.2M
5
SAW
Signal Advisors Wealth
Michigan
-$2.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
201
Venturi Wealth Management
Texas
$2.58M -$138K -2,944 -5%
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$2.57M +$590K +12,574 +30%
BFEC
203
Benjamin F. Edwards & Company
Missouri
$2.54M +$1.07M +22,701 +72%
CAM
204
Concorde Asset Management
Michigan
$2.52M +$285K +6,075 +13%
FAIM
205
Financial Advocates Investment Management
Washington
$2.48M +$892K +19,007 +56%
WP
206
WealthPLAN Partners
Nebraska
$2.46M +$82.2K +1,751 +3%
RIM
207
Redwood Investment Management
Arizona
$2.43M +$1.54M +32,854 +174%
RW
208
Regimen Wealth
Georgia
$2.42M +$2.42M +51,626 New
RFP
209
RCS Financial Planning
Maryland
$2.42M +$616K +13,117 +34%
ICP
210
Interchange Capital Partners
Pennsylvania
$2.31M +$232K +4,938 +11%
FW
211
FullCircle Wealth
Texas
$2.29M +$2.29M +49,288 New
AWM
212
Apollon Wealth Management
South Carolina
$2.28M +$885K +18,847 +64%
CA
213
CoreCap Advisors
Michigan
$2.27M +$1.09M +23,287 +93%
CRI
214
Commonwealth Retirement Investments
Virginia
$2.27M +$163K +3,473 +8%
WC
215
Weil Company
California
$2.17M +$1.63M +34,659 +300%
WFA
216
Wells Financial Advisors
Massachusetts
$2.11M +$2.11M +44,895 New
JWA
217
JFS Wealth Advisors
Pennsylvania
$2.01M +$2.01M +42,886 New
CCFM
218
Clear Creek Financial Management
Washington
$1.96M +$69.8K +1,487 +4%
TPWA
219
TRUE Private Wealth Advisors
Oregon
$1.96M -$34.9K -744 -2%
SPC
220
Sigma Planning Corp
Michigan
$1.95M +$1.03M +21,888 +111%
SFG
221
Sovereign Financial Group
Connecticut
$1.9M +$548K +11,672 +40%
CWA
222
Clearview Wealth Advisors
Oregon
$1.87M +$389K +8,285 +26%
BWA
223
BCU Wealth Advisors
Illinois
$1.83M +$137K +2,921 +8%
LIA
224
LifePlan Investment Advisors
North Carolina
$1.81M +$156K +3,325 +9%
CFD
225
Creative Financial Designs
Indiana
$1.79M +$1.09M +23,167 +154%
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