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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
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.99M -$272K -10,607 -6%
WFS
27
WealthGarden F.S.
California
$3.99M +$251K +9,807 +6%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$2.93M +$3.09M +120,612 New
SB
29
Strategic Blueprint
Georgia
$2.87M +$108K +4,224 +4%
RFN
30
RDA Financial Network
Iowa
$2.6M +$69.1K +2,697 +3%
TFA
31
Transamerica Financial Advisors
Florida
$2.34M +$463K +18,075 +23%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$2.29M -$3.65M -142,442 -60%
OFO
33
OneAscent Family Office
Alabama
$1.75M -$121K -4,709 -6%
ASN
34
Advisory Services Network
Georgia
$1.73M +$194K +7,565 +12%
TWCA
35
Two West Capital Advisors
Kansas
$1.72M +$31.4K +1,228 +2%
SP
36
Stonebrook Private
Michigan
$1.71M +$117K +4,556 +7%
GS
37
GWN Securities
Florida
$1.7M +$93.2K +3,639 +6%
CA
38
Claro Advisors
Massachusetts
$1.53M +$26.4K +1,032 +2%
RWA
39
Resolute Wealth Advisor
Ohio
$1.41M +$1.48M +57,883 New
LWM
40
LongView Wealth Management
Georgia
$1.4M +$318K +12,427 +30%
BRWA
41
B. Riley Wealth Advisors
Florida
$1.34M +$246K +9,593 +20%
AIM
42
Advyzon Investment Management
Illinois
$1.33M +$195K +7,634 +16%
SEIA
43
Signature Estate & Investment Advisors
California
$1.22M +$102K +3,997 +9%
CL
44
CPWA LLC
Oregon
$1.18M +$1.11M +43,532 New
ACA
45
Aptus Capital Advisors
Alabama
$1.15M +$6.91K +270 +0.6%
Ameriprise
46
Ameriprise
Minnesota
$1.06M -$559K -21,836 -33%
MFG
47
Magnus Financial Group
New York
$1.03M -$5.63M -220,032 -84%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$1.02M -$1.03M -40,223 -49%
MAMG
49
Milestone Asset Management Group
Connecticut
$1.01M
FIM
50
Freedom Investment Management
Connecticut
$982K -$38.3K -1,496 -4%