Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Cetera Investment Advisers’s Portfolio BDYN Stock Details BDYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$117M Buy
4,212,850
+195,039
+5% +$5.22M 0.11% 190
2026
Q1 		$97.7M Buy
4,017,811
+376,107
+10% +$9.63M 0.1% 186
2025
Q4 		$93.3M Buy
3,641,704
+160,937
+5% +$4.12M 0.1% 189
2025
Q3 		$88.1M Buy
+3,480,767
New +$87.9M 0.1% 183

Other funds holding BDYN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return
NorthRock Partners
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Cetera Investment Advisers's BDYN Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares Dynamic Equity Active ETF (BDYN) stake by 4.9% in Q2 2026, buying an estimated $5.22M and bringing the position to 4,212,850 shares worth $117M. The position accounts for 0.11% of the portfolio, ranked #190.

Cetera Investment Advisers first reported a position in BDYN in Q3 2025 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

  • Cetera Investment Advisers held 4,212,850 shares of iShares Dynamic Equity Active ETF worth $117M as of Q2 2026.
  • Cetera Investment Advisers bought 195,039 iShares Dynamic Equity Active ETF shares in Q2 2026, an estimated $5.22M.
  • iShares Dynamic Equity Active ETF made up 0.11% of Cetera Investment Advisers's portfolio in Q2 2026, its #190 holding.
  • Cetera Investment Advisers first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 124 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.