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BlackRock US Equity Factor Rotation ETF

651 hedge funds and large institutions have $28.2B invested in BlackRock US Equity Factor Rotation ETF in 2025 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 455 increasing their positions, 82 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,140% more call options, than puts

Call options by funds: $124K | Put options by funds: $10K

455% more repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 82

229% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 28

48% more capital invested

Capital invested by funds: $19.1B → $28.2B (+$9.09B)

29% more funds holding in top 10

Funds holding in top 10: 119153 (+34)

9% more funds holding

Funds holding: 600651 (+51)

8.13% more ownership

Funds ownership: 100.48%108.61% (+8.1%)

Holders
651
Holders Change
+51
Holders Change %
+8.5%
% of All Funds
8.55%
Holding in Top 10
153
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+28.57%
% of All Funds
2.01%
New
92
Increased
455
Reduced
82
Closed
28
Calls
$124K
Puts
$10K
Net Calls
+$114K
Net Calls Change
+$96K
Name Holding Trade Value Shares
Change
Change in
Stake
SGWM
201
Sterling Group Wealth Management
California
$10.2M +$709K +12,499 +8%
HWM
202
Hobbs Wealth Management
Indiana
$10.2M +$333K +5,866 +4%
RWP
203
Ridgeline Wealth Planning
Ohio
$10.1M +$162K +2,863 +2%
HIP
204
HUB Investment Partners
Texas
$10.1M +$9.44M +166,418 +4,289%
GVAG
205
Great Valley Advisor Group
Delaware
$9.93M +$900K +15,860 +10%
FFG
206
Foundry Financial Group
New Hampshire
$9.89M +$8.76M +154,421 +1,224%
OWCM
207
One Wealth Capital Management
Arizona
$9.85M +$1.39M +24,516 +17%
MHC
208
May Hill Capital
Massachusetts
$9.79M +$2.67M +46,996 +40%
Baird Financial Group
209
Baird Financial Group
Wisconsin
$9.78M +$1.28M +22,493 +16%
KCM
210
KM Capital Management
Texas
$9.72M -$1.07M -18,949 -10%
SFS
211
Sowell Financial Services
Arkansas
$9.68M +$122K +2,153 +1%
GWP
212
Gen-Wealth Partners
Michigan
$9.68M +$904K +15,930 +11%
Focus Partners Wealth
213
Focus Partners Wealth
Massachusetts
$9.45M -$4.48K -79 -0%
CWM
214
Certus Wealth Management
California
$9.39M +$1.5M +26,461 +20%
IA
215
IFP Advisors
Florida
$9.22M +$1.9M +33,531 +27%
TPWA
216
Twin Peaks Wealth Advisors
California
$9.18M +$1.87M +32,991 +27%
EFA
217
Edge Financial Advisors
Illinois
$9.18M +$637K +11,224 +8%
PFGIA
218
Patriot Financial Group Insurance Agency
Massachusetts
$9.13M +$702K +12,383 +9%
GAG
219
Goodman Advisory Group
Massachusetts
$9.1M +$8.72M +153,738 New
EFG
220
Ehrlich Financial Group
California
$9.1M +$402K +7,085 +5%
IA
221
IFG Advisory
Georgia
$9.1M +$4.19M +73,847 +93%
SPAS
222
Spectrum Planning & Advisory Services
California
$9.01M +$1.41M +24,921 +20%
SW
223
SkyOak Wealth
Michigan
$8.99M -$674K -11,887 -7%
HI
224
Harbour Investments
Wisconsin
$8.85M +$2.56M +45,188 +43%
CA
225
CoreCap Advisors
Michigan
$8.74M +$753K +13,268 +10%