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BDYN

iShares Dynamic Equity Active ETF
BDYN

89 hedge funds and large institutions have $2.59B invested in iShares Dynamic Equity Active ETF in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

123.01% more ownership

Funds ownership: 0% → 123.01% (+123%)

Holders
89
Holders Change
+89
Holders Change %
–
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
89
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.25B
2
LPL Financial
LPL Financial
California
+$388M
3
MML Investors Services
MML Investors Services
Massachusetts
+$272M
4
JP Morgan Chase
JP Morgan Chase
New York
+$138M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$92.1M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
TWCA
51
Two West Capital Advisors
Kansas
$746K +$731K +28,977 New
MFG
52
Merit Financial Group
Georgia
$652K +$650K +25,743 New
RIS
53
Richmond Investment Services
Wisconsin
$649K +$647K +25,629 New
VFPW
54
Vantage Financial Partners (Wisconsin)
Wisconsin
$586K +$585K +23,164 New
RFA
55
Resurgent Financial Advisors
Georgia
$584K +$582K +23,061 New
LWM
56
LongView Wealth Management
Georgia
$564K +$563K +22,297 New
KAS
57
Kestra Advisory Services
Texas
$560K +$559K +22,141 New
FIM
58
Freedom Investment Management
Connecticut
$522K +$521K +20,627 New
IA
59
IFG Advisory
Georgia
$496K +$495K +19,598 New
EH
60
Equitable Holdings
New York
$495K +$494K +19,560 New
NL
61
NWAM LLC
Washington
$469K +$461K +18,276 New
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$454K +$453K +17,948 New
FFO
63
Fiduciary Family Office
Florida
$386K +$385K +15,236 New
Fidelity Investments
64
Fidelity Investments
Massachusetts
$368K +$367K +14,542 New
VA
65
Valmark Advisers
Ohio
$368K +$367K +14,536 New
WANY
66
Wealthspire Advisors (New York)
New York
$343K +$342K +13,546 New
VPP
67
Vertex Planning Partners
Illinois
$323K +$322K +12,757 New
BlackRock
68
BlackRock
New York
$304K +$303K +12,014 New
OWCM
69
One Wealth Capital Management
Arizona
$293K +$292K +11,585 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$265K +$264K +10,474 New
Mariner
71
Mariner
Kansas
$259K +$258K +10,233 New
GRP
72
Global Retirement Partners
California
$258K +$257K +10,200 New
AFW
73
Avantra Family Wealth
Pennsylvania
$246K +$245K +9,704 New
OMC
74
Old Mission Capital
Illinois
$235K +$235K +9,293 New
OAP
75
One Advisory Partners
Kansas
$229K +$230K +9,093 New
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