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BDYN

iShares Dynamic Equity Active ETF

107 hedge funds and large institutions have $2.78B invested in iShares Dynamic Equity Active ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

45% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 31

20% more funds holding

Funds holding: 89107 (+18)

7% more capital invested

Capital invested by funds: $2.59B → $2.78B (+$194M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.16% less ownership

Funds ownership: 123.01%120.85% (-2.2%)

Holders
107
Holders Change
+18
Holders Change %
+20.22%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
45
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$4.44M -$1.39M -54,345 -24%
AIM
27
Archer Investment Management
Texas
$4.39M +$4.39M +171,309 New
WFS
28
WealthGarden F.S.
California
$4.04M +$157K +6,118 +4%
SB
29
Strategic Blueprint
Georgia
$2.91M +$133K +5,192 +5%
MWM
30
Modern Wealth Management
Kansas
$2.83M +$2.84M +110,670 New
RFN
31
RDA Financial Network
Iowa
$2.67M +$338K +13,198 +14%
Morgan Stanley
32
Morgan Stanley
New York
$2.54M +$2.54M +99,086 New
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$2.1M +$1.02M +39,799 +94%
TFA
34
Transamerica Financial Advisors
Florida
$2M +$663K +25,857 +49%
OFO
35
OneAscent Family Office
Alabama
$1.96M +$42K +1,640 +2%
GS
36
GWN Securities
Florida
$1.69M +$218K +8,519 +15%
SP
37
Stonebrook Private
Michigan
$1.69M +$1.69M +65,826 New
Ameriprise
38
Ameriprise
Minnesota
$1.67M -$6M -234,229 -78%
TWCA
39
Two West Capital Advisors
Kansas
$1.66M +$918K +35,834 +124%
ASN
40
Advisory Services Network
Georgia
$1.62M +$174K +6,782 +12%
CA
41
Claro Advisors
Massachusetts
$1.59M -$241K -9,396 -13%
WWA
42
WCG Wealth Advisors
Nevada
$1.33M -$157K -6,130 -11%
VW
43
Vantus Wealth
Pennsylvania
$1.23M +$1.23M +47,957 New
BRWA
44
B. Riley Wealth Advisors
Florida
$1.21M +$195K +7,619 +19%
ACA
45
Aptus Capital Advisors
Alabama
$1.21M -$88.3K -3,447 -7%
AIM
46
Advyzon Investment Management
Illinois
$1.21M +$1.21M +47,130 New
SEIA
47
Signature Estate & Investment Advisors
California
$1.18M +$63.8K +2,489 +6%
LWM
48
LongView Wealth Management
Georgia
$1.09M +$494K +19,293 +87%
FIM
49
Freedom Investment Management
Connecticut
$1.07M +$545K +21,260 +103%
MAMG
50
Milestone Asset Management Group
Connecticut
$1.07M -$55.9K -2,182 -5%