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BlackRock US Equity Factor Rotation ETF
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Overview Fund Activity

442 hedge funds and large institutions have $12.6B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 251 increasing their positions, 102 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+54
Holders Change %
+13.92%
% of All Funds
6.39%
Holding in Top 10
82
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+7.89%
% of All Funds
1.19%
New
72
Increased
251
Reduced
102
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$836M
2
PAS
Park Avenue Securities
New York
$315M
3
LPL Financial
LPL Financial
California
$999M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$158M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$162M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$9.85M
2
Two Sigma Investments
Two Sigma Investments
New York
$0
3
LWM
Liberty Wealth Management
California
$19.6M
4
DWM
Dynasty Wealth Management
Florida
$0
5
MFG
Merit Financial Group
Georgia
$9.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.27B +$103M +2,083,303 +3%
LPL Financial
2
LPL Financial
California
$999M +$138M +2,783,127 +16%
BlackRock
3
BlackRock
New York
$836M +$606M +12,257,492 +264%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$675M +$23.8M +481,894 +4%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$491M +$14.4M +291,638 +3%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$438M -$1.81M -36,673 -0.4%
Morgan Stanley
7
Morgan Stanley
New York
$368M +$23.7M +479,113 +7%
PAS
8
Park Avenue Securities
New York
$315M +$315M +6,370,527 New
MML Investors Services
9
MML Investors Services
Massachusetts
$256M +$28.6M +578,828 +13%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$182M +$22.7M +458,800 +14%
Bank of America
11
Bank of America
North Carolina
$182M +$12.8M +258,023 +8%
OIA
12
OneDigital Investment Advisors
Kansas
$181M +$1.79M +36,276 +1%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$177M +$2.98M +60,197 +2%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$162M +$115M +2,324,171 +244%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$158M +$123M +2,486,834 +354%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$126M +$6.51M +131,552 +5%
NA
17
NewEdge Advisors
Louisiana
$109M +$14.1M +285,627 +15%
SA
18
Sanctuary Advisors
Indiana
$107M +$3.41M +65,369 +3%
Osaic Holdings
19
Osaic Holdings
Arizona
$102M +$24.1M +486,217 +31%
JC
20
JB Capital
Connecticut
$100M +$3M +60,729 +3%
UCFA
21
United Capital Financial Advisors
Texas
$95.9M -$1.57M -31,825 -2%
FIA
22
Foundations Investment Advisors
Arizona
$94.5M +$8.89M +179,776 +10%
IWC
23
Integrated Wealth Concepts
Massachusetts
$91.4M +$8.79M +177,636 +11%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$80.5M +$16.4M +331,033 +26%
Ameriprise
25
Ameriprise
Minnesota
$76.8M +$76.8M +1,552,179 New
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