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BlackRock US Equity Factor Rotation ETF

548 hedge funds and large institutions have $15.7B invested in BlackRock US Equity Factor Rotation ETF in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 332 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+29
Holders Change %
+5.59%
% of All Funds
7.45%
Holding in Top 10
109
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+7.92%
% of All Funds
1.48%
New
76
Increased
332
Reduced
116
Closed
30
Calls
Puts
$16K
Net Calls
-$16K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.35B +$179M +3,675,148 +6%
LPL Financial
2
LPL Financial
California
$1.38B +$157M +3,210,527 +13%
BlackRock
3
BlackRock
New York
$944M +$142M +2,903,948 +18%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$908M +$56.5M +1,158,641 +7%
Morgan Stanley
5
Morgan Stanley
New York
$486M +$79.4M +1,628,495 +20%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$391M -$19.6M -401,999 -5%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$349M -$125M -2,554,574 -26%
PAS
8
Park Avenue Securities
New York
$339M +$26.8M +549,094 +9%
Ameriprise
9
Ameriprise
Minnesota
$325M +$114M +2,339,887 +54%
Bank of America
10
Bank of America
North Carolina
$323M +$142M +2,918,523 +79%
MML Investors Services
11
MML Investors Services
Massachusetts
$294M +$32.5M +666,538 +12%
DWM
12
Dynasty Wealth Management
Florida
$262M +$29.2M +598,704 +13%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$250M +$52M +1,065,871 +26%
SWP
14
Sagespring Wealth Partners
Tennessee
$242M +$21.9M +449,166 +10%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$233M +$32.4M +663,555 +16%
Raymond James Financial
16
Raymond James Financial
Florida
$201M +$68.4M +1,403,541 +52%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$184M +$2.75M +56,457 +2%
OIA
18
OneDigital Investment Advisors
Kansas
$178M +$1.34M +27,546 +0.8%
NA
19
NewEdge Advisors
Louisiana
$159M +$13.6M +278,783 +9%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$135M +$8.83M +181,095 +7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$131M +$31.6M +648,364 +32%
Osaic Holdings
22
Osaic Holdings
Arizona
$121M -$2.9M -59,451 -2%
SW
23
SoFi Wealth
California
$119M +$117M +2,393,294 +4,547%
FIA
24
Foundations Investment Advisors
Arizona
$107M +$11.5M +236,360 +12%
JC
25
JB Capital
Connecticut
$104M +$5.06M +103,855 +5%