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BlackRock US Equity Factor Rotation ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CPBTD
201
Central Pacific Bank - Trust Division
Hawaii
$4.8M +$4.8M +93,716 New
KV
202
Kickstand Ventures
New York
$4.79M -$210K -4,094 -4%
FRA
203
FFG Retirement Advisors
Colorado
$4.76M -$173K -3,377 -4%
TPWA
204
Twin Peaks Wealth Advisors
California
$4.69M +$477K +9,298 +11%
CWP
205
Cyndeo Wealth Partners
Florida
$4.69M +$31.3K +610 +0.7%
JSW
206
Journey Strategic Wealth
New Jersey
$4.64M +$3.3M +64,476 +247%
PAMG
207
Patton Albertson Miller Group
Tennessee
$4.48M +$4.48M +87,461 New
MLA
208
My Legacy Advisors
Oregon
$4.47M -$77.1K -1,487 -2%
Kayne Anderson Rudnick Investment Management
209
Kayne Anderson Rudnick Investment Management
California
$4.45M +$4.45M +86,900 New
RSWM
210
Robertson Stephens Wealth Management
California
$4.43M +$125K +2,439 +3%
BWMG
211
Barnes Wealth Management Group
California
$4.34M +$4.34M +84,646 New
MYIA
212
Mount Yale Investment Advisors
Colorado
$4.31M -$1.13M -22,015 -21%
VCP
213
Verus Capital Partners
Arizona
$4.27M -$1.34M -26,242 -24%
TF
214
Theory Financial
Colorado
$4.26M +$45K +879 +1%
CC
215
Copperleaf Capital
North Carolina
$4.25M +$189K +3,685 +5%
Baird Financial Group
216
Baird Financial Group
Wisconsin
$4.25M -$291K -5,673 -6%
WC
217
Weil Company
California
$4.22M +$1.12M +21,789 +36%
IAA
218
Independent Advisor Alliance
North Carolina
$4.18M +$4.18M +81,606 New
EIA
219
Eldridge Investment Advisors
New Hampshire
$4.11M +$4.11M +80,243 New
RWP
220
Ridgeline Wealth Planning
Ohio
$4.1M +$4.1M +80,007 New
FEG
221
Financial Enhancement Group
Indiana
$4.02M +$4.02M +79,115 New
HI
222
Harbour Investments
Wisconsin
$3.99M -$11.4K -223 -0.3%
EPW
223
Endeavor Private Wealth
Kansas
$3.96M +$3.96M +77,191 New
AA
224
ArborFi Advisors
Michigan
$3.94M +$3.94M +76,914 New
BFS
225
BridgePort Financial Solutions
Iowa
$3.93M +$3.93M +76,789 New