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BlackRock US Equity Factor Rotation ETF

20 hedge funds and large institutions have $18.9M invested in BlackRock US Equity Factor Rotation ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
3
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SW
1
SkyOak Wealth
Michigan
$6.51M -$123K -3,514 -2%
Truist Financial
2
Truist Financial
North Carolina
$4.23M +$4.23M +122,628 New
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.52M +$1.28M +36,761 +554%
KCM
4
KM Capital Management
Texas
$1.24M +$1.24M +35,539 New
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$1.08M -$80.8K -2,312 -7%
MML Investors Services
6
MML Investors Services
Massachusetts
$1.02M -$109K -3,132 -10%
HSBC Holdings
7
HSBC Holdings
United Kingdom
$816K +$25.1K +718 +3%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$599K -$754K -21,591 -56%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$425K
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$371K -$276K -7,894 -43%
TRCT
11
Tower Research Capital (TRC)
New York
$345K -$326K -9,325 -49%
SAM
12
Synergy Asset Management
Washington
$244K +$244K +6,975 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$232K
OIA
14
OneDigital Investment Advisors
Kansas
$206K
Wells Fargo
15
Wells Fargo
California
$33.8K
Morgan Stanley
16
Morgan Stanley
New York
$10.9K +$10.9K +312 New
NA
17
NewEdge Advisors
Louisiana
$8.18K +$4.68K +134 +134%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$7K
Osaic Holdings
19
Osaic Holdings
Arizona
$4.79K +$4.79K +137 New
PA
20
Parallel Advisors
California
$3.49K +$3.49K +100 New
CPCM
21
Cardinal Point Capital Management
Ontario, Canada
-$418K -11,650 Closed
UBS Group
22
UBS Group
Switzerland
-$37.8K -1,055 Closed