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BDYN

iShares Dynamic Equity Active ETF

116 hedge funds and large institutions have $2.87B invested in iShares Dynamic Equity Active ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

100% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 29

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

8% more funds holding

Funds holding: 107116 (+9)

3% more capital invested

Capital invested by funds: $2.78B → $2.87B (+$81.2M)

3.54% less ownership

Funds ownership: 120.85%117.3% (-3.5%)

Holders
116
Holders Change
+9
Holders Change %
+8.41%
% of All Funds
1.43%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
20
Increased
58
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.33B +$102M +3,986,022 +8%
LPL Financial
2
LPL Financial
California
$455M +$56M +2,185,656 +13%
MML Investors Services
3
MML Investors Services
Massachusetts
$252M -$33.8M -1,319,927 -11%
Wells Fargo
4
Wells Fargo
California
$149M +$82.8M +3,232,061 +112%
JP Morgan Chase
5
JP Morgan Chase
New York
$132M +$5.41M +211,281 +4%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$97.7M +$9.63M +376,107 +10%
PAS
7
Park Avenue Securities
New York
$92.4M +$7.91M +308,902 +9%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$77.4M -$4.26M -166,311 -5%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$27M +$2.75M +107,237 +11%
NP
10
NorthRock Partners
Minnesota
$26.7M +$541K +21,114 +2%
WA
11
WBH Advisory
Maryland
$25.9M +$1.1M +42,928 +4%
SFA
12
Sequoia Financial Advisors
Ohio
$22.4M +$509K +19,878 +2%
KGP
13
Keystone Global Partners
Colorado
$17.3M -$789K -30,800 -4%
SA
14
Sanctuary Advisors
Indiana
$15.1M +$1.04M +40,502 +7%
WIA
15
World Investment Advisors
California
$11.3M +$11.9M +464,415 New
WA
16
Waverly Advisors
Alabama
$11.1M +$2.45M +95,522 +26%
I
17
INVST
Indiana
$9.98M +$542K +21,154 +5%
IWC
18
Integrated Wealth Concepts
Massachusetts
$8.6M +$8.1M +316,261 +845%
GM
19
GeoWealth Management
Illinois
$6.46M +$1.05M +40,914 +18%
RIA
20
Regal Investment Advisors
Michigan
$6.39M +$423K +16,526 +7%
BBWP
21
Beacon Bridge Wealth Partners
Pennsylvania
$6.19M -$144K -5,640 -2%
Osaic Holdings
22
Osaic Holdings
Arizona
$4.61M -$5.48M -214,051 -53%
SWM
23
Silverlake Wealth Management
Vermont
$4.6M -$53.6K -2,095 -1%
PC
24
Payne Capital
Oregon
$4.2M +$4.42M +172,608 New
BCI
25
Brinker Capital Investments
Pennsylvania
$4.17M -$1.24M -48,368 -22%