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BlackRock US Equity Factor Rotation ETF

586 hedge funds and large institutions have $18.9B invested in BlackRock US Equity Factor Rotation ETF in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 338 increasing their positions, 145 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+38
Holders Change %
+6.93%
% of All Funds
7.86%
Holding in Top 10
115
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.5%
% of All Funds
1.54%
New
77
Increased
338
Reduced
145
Closed
28
Calls
$20K
Puts
$2K
Net Calls
+$18K
Net Calls Change
+$34K
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.88B +$137M +2,520,476 +4%
LPL Financial
2
LPL Financial
California
$1.75B +$211M +3,882,525 +14%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.07B +$56.8M +1,043,822 +6%
BlackRock
4
BlackRock
New York
$1.06B +$354K +6,508 +0%
Morgan Stanley
5
Morgan Stanley
New York
$681M +$138M +2,532,597 +25%
Ameriprise
6
Ameriprise
Minnesota
$491M +$128M +2,354,023 +35%
Bank of America
7
Bank of America
North Carolina
$451M +$89.9M +1,651,605 +25%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$428M -$8.78M -161,273 -2%
PAS
9
Park Avenue Securities
New York
$382M +$4.1M +75,256 +1%
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$363M -$26.9M -494,154 -7%
MML Investors Services
11
MML Investors Services
Massachusetts
$360M +$31.9M +584,835 +10%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$316M +$56.1M +1,029,606 +22%
SWP
13
Sagespring Wealth Partners
Tennessee
$291M +$21M +385,356 +8%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$277M -$2.01M -36,935 -0.7%
DWM
15
Dynasty Wealth Management
Florida
$261M -$32M -588,202 -11%
Raymond James Financial
16
Raymond James Financial
Florida
$248M +$23.6M +433,073 +11%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$219M +$13.7M +252,244 +7%
OIA
18
OneDigital Investment Advisors
Kansas
$194M -$5.24M -96,136 -3%
NA
19
NewEdge Advisors
Louisiana
$184M +$6.53M +119,938 +4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$174M +$28.2M +517,595 +19%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$160M +$9.91M +182,042 +7%
Wells Fargo
22
Wells Fargo
California
$146M +$70.8M +1,300,760 +94%
SW
23
SoFi Wealth
California
$139M +$5.91M +108,510 +4%
FIA
24
Foundations Investment Advisors
Arizona
$136M +$16.1M +295,906 +13%
Osaic Holdings
25
Osaic Holdings
Arizona
$125M -$2.73M -53,038 -2%