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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
GWMR
51
GC Wealth Management RIA
Massachusetts
$967K +$353K +13,774 +53%
OFS
52
OneAscent Financial Services
Alabama
$932K
AFP
53
Ausdal Financial Partners
Iowa
$919K -$9.19K -359 -0.9%
VPP
54
Vertex Planning Partners
Illinois
$890K +$611K +23,869 +187%
WWA
55
WCG Wealth Advisors
Nevada
$885K -$394K -15,372 -30%
SS
56
Sunbelt Securities
Texas
$881K +$117K +4,558 +14%
FA
57
Fortis Advisors
Pennsylvania
$865K -$6.79K -265 -0.7%
FFG
58
Frisch Financial Group
New York
$854K +$617K +24,078 +218%
RIS
59
Richmond Investment Services
Wisconsin
$836K +$60K +2,342 +7%
PAG
60
Private Advisor Group
New Jersey
$829K +$75.5K +2,950 +9%
EFG
61
Elevated Financial Group
Indiana
$827K -$28.5K -1,112 -3%
MCA
62
MSH Capital Advisors
Arizona
$683K -$69.5K -2,715 -9%
FSA
63
Financial Sense Advisors
California
$664K -$84.2K -3,288 -11%
LEA
64
Legacy Edge Advisors
New York
$660K +$44.6K +1,741 +7%
IWM
65
IHT Wealth Management
Illinois
$600K +$632K +24,668 New
MFG
66
Merit Financial Group
Georgia
$581K -$18.4K -720 -3%
WAG
67
Windsor Advisory Group
Ohio
$501K +$528K +20,606 New
AWMI
68
Aegis Wealth Management (Iowa)
Iowa
$496K +$82.5K +3,220 +19%
KIM
69
Kestra Investment Management
Texas
$491K +$517K +20,196 New
RFA
70
Resurgent Financial Advisors
Georgia
$484K +$4.53K +177 +0.9%
ACM
71
Advisors Capital Management
New Jersey
$473K +$498K +19,449 New
AIM
72
Archer Investment Management
Texas
$467K -$3.89M -152,082 -89%
EH
73
Equitable Holdings
New York
$466K +$2.25K +88 +0.5%
Morgan Stanley
74
Morgan Stanley
New York
$461K -$2.05M -80,119 -81%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$456K +$72.8K +2,842 +18%