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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
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$187K -$13.4K -523 -6%
AssetMark Inc
102
AssetMark Inc
California
$158K +$87.8K +3,427 +111%
PPC
103
Park Place Capital
Alabama
$128K +$2.02K +79 +2%
AG
104
AmeriFlex Group
Nevada
$106K +$15.4K +600 +16%
SEP
105
Signature Equity Partners
Ohio
$87.1K +$10.5K +411 +13%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$83K +$67.4K +2,632 +344%
TPWA
107
Twin Peaks Wealth Advisors
California
$78.7K +$82.9K +3,237 New
WG
108
Wellington Group
Indiana
$59K
CPG
109
Cornerstone Planning Group
New Jersey
$43.2K -$12.8K -499 -24%
VR
110
Vision Retirement
New Jersey
$28.8K +$30.4K +1,186 New
NA
111
NewEdge Advisors
Louisiana
$21.2K
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$17.1K
WP
113
WealthShield Partners
North Carolina
$7.9K +$154 +6 +2%
AWM
114
AE Wealth Management
Kansas
$1.24K
HI
115
Harbour Investments
Wisconsin
$1.19K -$22.8K -889 -95%
Russell Investments Group
116
Russell Investments Group
United Kingdom
$24 +$26 +1 New
Jane Street
117
Jane Street
New York
-$4.44M -173,426 Closed
MWM
118
Modern Wealth Management
Kansas
-$2.83M -110,670 Closed
IAN
119
Integrated Advisors Network
Texas
-$1.02M -39,799 Closed
FPAS
120
Focus Partners Advisor Solutions
Missouri
-$740K -28,910 Closed
IA
121
IFG Advisory
Georgia
-$515K -20,092 Closed
TC
122
Town Capital
Maryland
-$228K -8,920 Closed
HH
123
Hilltop Holdings
Texas
-$227K -8,878 Closed
OA
124
Operose Advisors
Wisconsin
-$17K -664 Closed