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BlackRock US Equity Factor Rotation ETF

19 hedge funds and large institutions have $20.8M invested in BlackRock US Equity Factor Rotation ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
3
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SW
1
SkyOak Wealth
Michigan
$6.04M -$627K -21,289 -9%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.27M +$1.56M +52,948 +91%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.4M -$5.72M -194,303 -70%
CPWMP
4
Cardinal Point Wealth Management Partners
California
$1.74M -$15.5M -526,213 -90%
CPCM
5
Cardinal Point Capital Management
Ontario, Canada
$1.74M +$1.74M +58,975 New
MML Investors Services
6
MML Investors Services
Massachusetts
$1.55M -$394K -13,383 -20%
RPGK
7
Retirement Planning Group (Kansas)
Kansas
$1.08M -$358K -12,155 -25%
HSBC Holdings
8
HSBC Holdings
United Kingdom
$941K +$8.43K +286 +0.9%
Jane Street
9
Jane Street
New York
$460K +$460K +15,626 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$382K +$382K +12,958 New
TRCT
11
Tower Research Capital (TRC)
New York
$359K -$600K -20,396 -63%
UBS Group
12
UBS Group
Switzerland
$315K +$221K +7,512 +235%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$262K -$77.5K -2,632 -23%
LPL Financial
14
LPL Financial
California
$208K +$208K +7,077 New
Osaic Holdings
15
Osaic Holdings
Arizona
$34K -$16.6K -568 -33%
BAM
16
Belpointe Asset Management
Nevada
$27.8K +$27.8K +944 New
CA
17
CoreCap Advisors
Michigan
$19.8K +$19.8K +671 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6K -$2.7K -93 -31%
TCWA
19
Ten Capital Wealth Advisors
Washington
$736
HIA
20
Harbor Investment Advisory
Maryland
-$33K -1,200 Closed
PA
21
Parallel Advisors
California
-$32K -1,169 Closed