BDYN

iShares Dynamic Equity Active ETF

115 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
Holders
115
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWMR
51
GC Wealth Management RIA
Massachusetts
$967K
OFS
52
OneAscent Financial Services
Alabama
$932K
AFP
53
Ausdal Financial Partners
Iowa
$919K
VPP
54
Vertex Planning Partners
Illinois
$890K
WWA
55
WCG Wealth Advisors
Nevada
$885K
SS
56
Sunbelt Securities
Texas
$881K
FA
57
Fortis Advisors
Pennsylvania
$865K
FFG
58
Frisch Financial Group
New York
$854K
RIS
59
Richmond Investment Services
Wisconsin
$836K
PAG
60
Private Advisor Group
New Jersey
$829K
EFG
61
Elevated Financial Group
Indiana
$827K
MCA
62
MSH Capital Advisors
Arizona
$683K
FSA
63
Financial Sense Advisors
California
$664K
LEA
64
Legacy Edge Advisors
New York
$660K
IWM
65
IHT Wealth Management
Illinois
$600K
MFG
66
Merit Financial Group
Georgia
$581K
WAG
67
Windsor Advisory Group
Ohio
$501K
AWMI
68
Aegis Wealth Management (Iowa)
Iowa
$496K
KIM
69
Kestra Investment Management
Texas
$491K
RFA
70
Resurgent Financial Advisors
Georgia
$484K
ACM
71
Advisors Capital Management
New Jersey
$473K
AIM
72
Archer Investment Management
Texas
$467K
EH
73
Equitable Holdings
New York
$466K
Morgan Stanley
74
Morgan Stanley
New York
$461K
Fidelity Investments
75
Fidelity Investments
Massachusetts
$456K