Jim Simons’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Jim Simons’s Portfolio DYNF Stock Details DYNF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-64,600	Closed	-$3.93M	–	3352
2025 Q4	$3.93M	Buy	64,600 +18,000	+39%	+$1.08M	0.01%	1446
2025 Q3	$2.76M	Sell	46,600 -60,600	-57%	-$3.44M	﹤0.01%	1864
2025 Q2	$5.84M	Buy	+107,200	New	+$5.38M	0.01%	1426
2025 Q1	–	Sell	-141,900	Closed	-$7.27M	–	3545
2024 Q4	$7.27M	Buy	141,900 +75,200	+113%	+$3.87M	0.01%	1205
2024 Q3	$3.3M	Sell	66,700 -7,300	-10%	-$348K	0.01%	1706
2024 Q2	$3.47M	Buy	+74,000	New	+$3.31M	0.01%	1542

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Jim Simons's DYNF Position: Q1 2026 in Review

Jim Simons sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q1 2026, closing a stake of 64,600 shares — an estimated $3.93M sold.

Jim Simons first reported a position in DYNF in Q2 2024 and held it in 6 quarters. The position peaked at $7.27M in Q4 2024. 823 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Jim Simons reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 64,600 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $3.93M.
Jim Simons first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2024 and held it in 6 quarters.
Jim Simons's BlackRock US Equity Factor Rotation ETF position peaked at $7.27M in Q4 2024.
823 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.