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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
FFO
76
Fiduciary Family Office
Florida
$394K +$3.64K +142 +0.9%
VA
77
Valmark Advisers
Ohio
$370K -$2K -78 -0.5%
Raymond James Financial
78
Raymond James Financial
Florida
$352K +$136K +5,325 +63%
WANY
79
Wealthspire Advisors (New York)
New York
$347K
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$341K +$72.5K +2,827 +27%
SAM
81
Smartleaf Asset Management
Massachusetts
$332K -$482K -18,803 -59%
VPP
82
Vertex Planning Partners
Illinois
$327K
KAS
83
Kestra Advisory Services
Texas
$314K -$253K -9,879 -45%
BlackRock
84
BlackRock
New York
$305K -$2.67K -104 -0.9%
OWCM
85
One Wealth Capital Management
Arizona
$292K -$4.64K -181 -2%
FFG
86
Frisch Financial Group
New York
$283K +$283K +11,040 New
AFW
87
Avantra Family Wealth
Pennsylvania
$254K +$5.43K +212 +2%
PTC
88
Private Trust Company
Ohio
$240K +$240K +9,361 New
OAP
89
One Advisory Partners
Kansas
$236K +$3.48K +136 +1%
TC
90
Town Capital
Maryland
$228K +$229K +8,920 New
HH
91
Hilltop Holdings
Texas
$227K +$10.3K +401 +5%
AWM
92
Aries Wealth Management
Maine
$220K
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$212K +$210K +8,199 New
PPC
94
Park Place Capital
Alabama
$133K +$5.61K +219 +4%
GRP
95
Global Retirement Partners
California
$129K -$132K -5,151 -51%
AG
96
AmeriFlex Group
Nevada
$96K -$78.8K -3,076 -45%
SEP
97
Signature Equity Partners
Ohio
$81.3K +$81.3K +3,173 New
AssetMark Inc
98
AssetMark Inc
California
$79.2K +$1.9K +74 +2%
WG
99
Wellington Group
Indiana
$62.2K +$62.3K +2,429 New
CPG
100
Cornerstone Planning Group
New Jersey
$56.1K