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BlackRock US Equity Factor Rotation ETF

16 hedge funds and large institutions have $14.3M invested in BlackRock US Equity Factor Rotation ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
16
Holders Change
-4
Holders Change %
-20%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
3
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SW
1
SkyOak Wealth
Michigan
$6.8M -$359K -10,008 -5%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.39M -$249K -6,951 -15%
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$1.19M -$33.2K -926 -3%
MML Investors Services
4
MML Investors Services
Massachusetts
$1.16M +$399K +11,127 +53%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$812K -$372K -10,371 -31%
TRCT
6
Tower Research Capital (TRC)
New York
$688K +$139K +3,876 +25%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$664K +$126K +3,514 +23%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$437K -$28K -782 -6%
CPCM
9
Cardinal Point Capital Management
Ontario, Canada
$418K -$601K -16,750 -59%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$238K -$64.9K -1,809 -21%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$238K +$238K +6,636 New
OIA
12
OneDigital Investment Advisors
Kansas
$211K +$211K +5,890 New
UBS Group
13
UBS Group
Switzerland
$37.8K -$30K -837 -44%
Wells Fargo
14
Wells Fargo
California
$34.6K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$7K
NA
16
NewEdge Advisors
Louisiana
$3.59K +$3.59K +100 New
Jane Street
17
Jane Street
New York
-$512K -15,801 Closed
LPL Financial
18
LPL Financial
California
-$212K -6,526 Closed
Osaic Holdings
19
Osaic Holdings
Arizona
-$36.6K -1,129 Closed
BAM
20
Belpointe Asset Management
Nevada
-$30.6K -944 Closed
FFA
21
Farther Finance Advisors
California
-$6.42K -198 Closed
TCWA
22
Ten Capital Wealth Advisors
Washington
-$810 -25 Closed