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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
IAN
51
Integrated Advisors Network
Texas
$1.02M
OFS
52
OneAscent Financial Services
Alabama
$982K +$983K +38,350 New
AFP
53
Ausdal Financial Partners
Iowa
$977K -$34.6K -1,351 -3%
IWC
54
Integrated Wealth Concepts
Massachusetts
$958K -$7.06M -275,481 -88%
FA
55
Fortis Advisors
Pennsylvania
$918K +$919K +35,860 New
EFG
56
Elevated Financial Group
Indiana
$900K +$901K +35,151 New
RIS
57
Richmond Investment Services
Wisconsin
$820K +$164K +6,403 +25%
SS
58
Sunbelt Securities
Texas
$811K +$14.9K +580 +2%
PAG
59
Private Advisor Group
New Jersey
$797K -$491K -19,157 -38%
MCA
60
MSH Capital Advisors
Arizona
$789K -$45.1K -1,759 -5%
FSA
61
Financial Sense Advisors
California
$784K -$70.4K -2,746 -8%
FPAS
62
Focus Partners Advisor Solutions
Missouri
$740K +$741K +28,910 New
GWMR
63
GC Wealth Management RIA
Massachusetts
$666K -$100K -3,919 -13%
LEA
64
Legacy Edge Advisors
New York
$651K +$651K +25,401 New
MFG
65
Merit Financial Group
Georgia
$630K -$29.1K -1,134 -4%
VFPW
66
Vantage Financial Partners (Wisconsin)
Wisconsin
$573K -$20.7K -808 -3%
IA
67
IFG Advisory
Georgia
$515K +$12.7K +494 +3%
RFA
68
Resurgent Financial Advisors
Georgia
$506K -$85K -3,315 -14%
NL
69
NWAM LLC
Washington
$491K +$11.7K +458 +3%
EH
70
Equitable Holdings
New York
$489K -$12.4K -483 -2%
EWM
71
Elevation Wealth Management
Minnesota
$462K +$462K +18,025 New
AWMI
72
Aegis Wealth Management (Iowa)
Iowa
$440K +$441K +17,198 New
CPC
73
Cadia Private Client
New Jersey
$419K +$420K +16,375 New
SWM
74
SeaCrest Wealth Management
New York
$408K +$402K +15,685 New
Fidelity Investments
75
Fidelity Investments
Massachusetts
$408K +$35.2K +1,375 +9%