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 Q2	$2.35M	Buy	+34,500	New	+$2.24M	﹤0.01%	1869
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 22.9% 1-Year Est. Return

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

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 $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Jim Simons's DYNF Position: Q2 2026 in Review

Jim Simons opened a new position in BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2026: 34,500 shares worth $2.35M. The stake represents ﹤0.01% of the portfolio and ranks #1869 among its holdings. This is a return to the name: Jim Simons previously reported a position in DYNF as recently as Q4 2025.

Jim Simons first reported a position in DYNF in Q2 2024 and has held it in 7 quarters since. The position peaked at $7.27M in Q4 2024. 893 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Jim Simons held 34,500 shares of BlackRock US Equity Factor Rotation ETF worth $2.35M as of Q2 2026.
BlackRock US Equity Factor Rotation ETF was a new Jim Simons position in Q2 2026.
BlackRock US Equity Factor Rotation ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #1869 holding.
Jim Simons first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2024 and has held it in 7 quarters since.
Jim Simons's BlackRock US Equity Factor Rotation ETF position peaked at $7.27M in Q4 2024.
893 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.