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BlackRock US Equity Factor Rotation ETF

651 hedge funds and large institutions have $28.2B invested in BlackRock US Equity Factor Rotation ETF in 2025 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 455 increasing their positions, 82 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,140% more call options, than puts

Call options by funds: $124K | Put options by funds: $10K

455% more repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 82

229% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 28

48% more capital invested

Capital invested by funds: $19.1B → $28.2B (+$9.09B)

29% more funds holding in top 10

Funds holding in top 10: 119153 (+34)

9% more funds holding

Funds holding: 600651 (+51)

8.13% more ownership

Funds ownership: 100.48%108.61% (+8.1%)

Holders
651
Holders Change
+51
Holders Change %
+8.5%
% of All Funds
8.55%
Holding in Top 10
153
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+28.57%
% of All Funds
2.01%
New
92
Increased
455
Reduced
82
Closed
28
Calls
$124K
Puts
$10K
Net Calls
+$114K
Net Calls Change
+$96K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.57B +$2.26B +39,780,318 +56%
LPL Financial
2
LPL Financial
California
$2.42B +$494M +8,715,035 +27%
BlackRock
3
BlackRock
New York
$1.38B +$225M +3,973,942 +21%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.36B +$184M +3,242,172 +16%
FCAS
5
First Command Advisory Services
Texas
$1.33B +$1.28B +22,521,281 New
Morgan Stanley
6
Morgan Stanley
New York
$872M +$127M +2,232,892 +18%
Ameriprise
7
Ameriprise
Minnesota
$725M +$183M +3,227,607 +36%
Bank of America
8
Bank of America
North Carolina
$629M +$133M +2,346,201 +28%
PAS
9
Park Avenue Securities
New York
$514M +$94.1M +1,659,435 +24%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$478M +$129M +2,271,898 +39%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$468M +$2.58M +45,438 +0.6%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$465M +$67.7M +1,193,065 +18%
MML Investors Services
13
MML Investors Services
Massachusetts
$453M +$59.2M +1,043,065 +16%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$422M +$116M +2,038,791 +40%
DWM
15
Dynasty Wealth Management
Florida
$372M +$84.5M +1,489,446 +31%
SWP
16
Sagespring Wealth Partners
Tennessee
$330M +$52M +916,927 +17%
Raymond James Financial
17
Raymond James Financial
Florida
$318M +$46.3M +816,420 +18%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$279M +$38.7M +682,109 +17%
NA
19
NewEdge Advisors
Louisiana
$258M +$55.2M +973,227 +29%
OIA
20
OneDigital Investment Advisors
Kansas
$247M +$34.4M +606,435 +17%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$221M +$45.1M +794,487 +27%
Osaic Holdings
22
Osaic Holdings
Arizona
$213M +$26.6M +468,977 +15%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$208M +$18M +316,561 +10%
Wells Fargo
24
Wells Fargo
California
$199M +$38.5M +679,178 +25%
SW
25
SoFi Wealth
California
$183M +$30.1M +531,129 +21%