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BlackRock US Equity Factor Rotation ETF
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Overview Fund Activity

388 hedge funds and large institutions have $10B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 250 increasing their positions, 49 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+59
Holders Change %
+17.93%
% of All Funds
5.64%
Holding in Top 10
76
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+43.4%
% of All Funds
1.11%
New
82
Increased
250
Reduced
49
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.01B
2
LPL Financial
2
LPL Financial
California
$817M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$618M
4
Bank of America
4
Bank of America
North Carolina
$161M
5
Morgan Stanley
5
Morgan Stanley
New York
$327M

Top Sellers

1
CW
1
CreativeOne Wealth
Kansas
$27.1M
2
KFGK
2
Keystone Financial Group (Kentucky)
Kentucky
$0
3
SWM
3
Spire Wealth Management
Virginia
$1.42M
4
LNC
4
Lincoln National Corp
Pennsylvania
$0
5
SAW
5
Signal Advisors Wealth
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.01B +$331M +7,049,707 +12%
LPL Financial
2
LPL Financial
California
$817M +$190M +4,038,905 +30%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$618M +$178M +3,783,119 +40%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$452M +$51.2M +1,091,282 +13%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$417M +$64.5M +1,373,892 +18%
Morgan Stanley
6
Morgan Stanley
New York
$327M +$67.6M +1,439,925 +26%
BlackRock
7
BlackRock
New York
$218M -$62.9K -1,341 -0%
MML Investors Services
8
MML Investors Services
Massachusetts
$216M +$24.4M +520,182 +13%
OIA
9
OneDigital Investment Advisors
Kansas
$170M +$50.3M +1,071,445 +42%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$165M +$4.91M +104,536 +3%
Bank of America
11
Bank of America
North Carolina
$161M +$161M +3,422,440 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$152M +$20.2M +429,962 +15%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$114M +$9.16M +195,065 +9%
UCFA
14
United Capital Financial Advisors
Texas
$92.5M -$2.16M -46,095 -2%
JC
15
JB Capital
Connecticut
$92.4M +$2.03M +43,146 +2%
NA
16
NewEdge Advisors
Louisiana
$89.8M +$33.8M +720,424 +60%
SA
17
Sanctuary Advisors
Indiana
$85.6M +$85.6M +1,977,103 New
FIA
18
Foundations Investment Advisors
Arizona
$81.3M +$19.7M +419,064 +32%
IWC
19
Integrated Wealth Concepts
Massachusetts
$78.3M +$56.5M +1,203,327 +258%
Osaic Holdings
20
Osaic Holdings
Arizona
$74.3M +$59.7M +1,270,729 +406%
Stifel Financial
21
Stifel Financial
Missouri
$61.6M +$9.05M +192,710 +17%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$60.8M +$16.3M +347,601 +37%
AWM
23
AE Wealth Management
Kansas
$55.5M +$18.8M +400,660 +51%
PA
24
Parallel Advisors
California
$54.8M +$54.6M +1,162,304 +22,105%
AWMS
25
Advocacy Wealth Management Services
Georgia
$53M +$2.57M +54,814 +5%
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