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BlackRock US Equity Factor Rotation ETF
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Overview Fund Activity

329 hedge funds and large institutions have $7.45B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q1 according to their latest regulatory filings, with 295 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+294
Holders Change %
+840%
% of All Funds
4.77%
Holding in Top 10
53
Holding in Top 10 Change
+53
Holding in Top 10 Change %
%
% of All Funds
0.77%
New
295
Increased
26
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.53B
2
LPL Financial
LPL Financial
California
$594M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$416M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$379M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$333M

Top Sellers

1
TRCT
Tower Research Capital (TRC)
New York
$147K
2
SAM
Synergy Asset Management
Washington
$0
3
FFG
Foundry Financial Group
New Hampshire
$705K
4
KCM
KM Capital Management
Texas
$2.56M
5
RPGK
Retirement Planning Group (Kansas)
Kansas
$1.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.53B +$2.53B +57,065,385 New
LPL Financial
2
LPL Financial
California
$594M +$592M +13,334,416 +39,792%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$416M +$412M +9,288,096 +11,045%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$379M +$379M +8,542,652 New
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$333M +$333M +7,510,306 New
Morgan Stanley
6
Morgan Stanley
New York
$245M +$245M +5,526,737 +918,063%
BlackRock
7
BlackRock
New York
$206M +$206M +4,645,271 New
MML Investors Services
8
MML Investors Services
Massachusetts
$181M +$180M +4,044,269 +14,753%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$152M +$152M +3,413,388 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$124M +$124M +2,797,577 New
OIA
11
OneDigital Investment Advisors
Kansas
$113M +$112M +2,530,131 +21,632%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$99M +$99M +2,228,926 New
UCFA
13
United Capital Financial Advisors
Texas
$89.5M +$89.5M +2,016,387 New
JC
14
JB Capital
Connecticut
$85.5M +$85.5M +1,925,415 New
FIA
15
Foundations Investment Advisors
Arizona
$58.3M +$33.4M +751,864 +134%
NA
16
NewEdge Advisors
Louisiana
$53M +$53M +1,193,190 +357,243%
Stifel Financial
17
Stifel Financial
Missouri
$49.7M +$49.7M +1,118,996 New
AWMS
18
Advocacy Wealth Management Services
Georgia
$47.7M +$47.7M +1,074,239 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$42.1M +$41.8M +941,009 +14,146%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$40M +$39.8M +895,628 +15,318%
CW
21
CreativeOne Wealth
Kansas
$36.6M +$36.6M +825,012 New
AI
22
Atria Investments
North Carolina
$35.4M +$35.4M +797,939 New
AWM
23
AE Wealth Management
Kansas
$34.8M +$10.5M +236,185 +43%
APW
24
Austin Private Wealth
Texas
$34.7M +$34.7M +781,878 New
CAN
25
Cetera Advisor Networks
California
$31.6M +$31.6M +711,802 New
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