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BlackRock US Equity Factor Rotation ETF
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Overview Fund Activity

35 hedge funds and large institutions have $100M invested in BlackRock US Equity Factor Rotation ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+15
Holders Change %
+75%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
10
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIA
Foundations Investment Advisors
Arizona
$22.9M
2
AWM
AE Wealth Management
Kansas
$22.4M
3
I
INVST
Indiana
$9.48M
4
PFG
PAX Financial Group
Texas
$5.41M
5
AG
Ascent Group
Virginia
$3.54M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
SW
SkyOak Wealth
Michigan
$7.19M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$595K
4
MML Investors Services
MML Investors Services
Massachusetts
$1.09M
5
Wells Fargo
Wells Fargo
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
1
Foundations Investment Advisors
Arizona
$22.9M +$22.9M +560,183 New
AWM
2
AE Wealth Management
Kansas
$22.4M +$22.4M +546,507 New
I
3
INVST
Indiana
$9.48M +$9.48M +228,164 New
SW
4
SkyOak Wealth
Michigan
$7.19M -$191K -4,831 -3%
Truist Financial
5
Truist Financial
North Carolina
$5.45M +$593K +14,961 +12%
PFG
6
PAX Financial Group
Texas
$5.41M +$5.41M +128,218 New
AG
7
Ascent Group
Virginia
$3.54M +$3.54M +83,545 New
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$3.33M +$1.61M +40,700 +94%
KCM
9
KM Capital Management
Texas
$2.42M +$1.01M +25,439 +72%
MA
10
Mutual Advisors
Nebraska
$2.28M +$2.28M +57,589 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.21M +$1.73M +43,558 +358%
BWM
12
BlackDiamond Wealth Management
New York
$1.74M +$1.74M +41,892 New
LPL Financial
13
LPL Financial
California
$1.33M +$1.33M +33,510 New
RPGK
14
Retirement Planning Group (Kansas)
Kansas
$1.21M -$9.23K -233 -0.8%
FEM
15
Fulcrum Equity Management
Texas
$1.18M +$1.18M +29,886 New
BIG
16
Bush Investment Group
Georgia
$1.14M +$1.14M +27,419 New
MML Investors Services
17
MML Investors Services
Massachusetts
$1.09M -$66K -1,666 -6%
HSBC Holdings
18
HSBC Holdings
United Kingdom
$907K -$18.3K -461 -2%
FFG
19
Foundry Financial Group
New Hampshire
$864K +$864K +21,807 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$595K -$84.4K -2,130 -12%
TRCT
21
Tower Research Capital (TRC)
New York
$565K +$174K +4,382 +44%
MOS
22
MGO One Seven
Ohio
$564K +$564K +14,252 New
OIA
23
OneDigital Investment Advisors
Kansas
$463K +$230K +5,806 +99%
LCGC
24
Legacy Capital Group California
California
$284K +$284K +7,168 New
SAM
25
Synergy Asset Management
Washington
$271K -$5.23K -132 -2%
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