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BDYN

iShares Dynamic Equity Active ETF

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
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.25B +$1.25B +49,456,217 New
LPL Financial
2
LPL Financial
California
$389M +$388M +15,367,303 New
MML Investors Services
3
MML Investors Services
Massachusetts
$273M +$272M +10,770,199 New
JP Morgan Chase
4
JP Morgan Chase
New York
$138M +$138M +5,467,848 New
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$92.3M +$92.1M +3,646,528 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$88.1M +$87.9M +3,480,767 New
PAS
7
Park Avenue Securities
New York
$88.1M +$87.8M +3,479,907 New
WA
8
WBH Advisory
Maryland
$26.3M +$26.2M +1,038,507 New
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$23.3M +$23.3M +922,504 New
SFA
10
Sequoia Financial Advisors
Ohio
$22.5M +$22.5M +889,631 New
NP
11
NorthRock Partners
Minnesota
$21.8M +$21.7M +859,511 New
KGP
12
Keystone Global Partners
Colorado
$18.9M +$18.8M +744,847 New
SA
13
Sanctuary Advisors
Indiana
$12.6M +$12.5M +497,035 New
Wells Fargo
14
Wells Fargo
California
$12.5M +$12.4M +492,130 New
I
15
INVST
Indiana
$9.85M +$9.82M +389,017 New
Osaic Holdings
16
Osaic Holdings
Arizona
$9.47M +$9.45M +374,273 New
WA
17
Waverly Advisors
Alabama
$8.37M +$8.35M +330,766 New
IWC
18
Integrated Wealth Concepts
Massachusetts
$7.92M +$7.9M +312,897 New
Ameriprise
19
Ameriprise
Minnesota
$7.58M +$7.56M +299,501 New
MFG
20
Magnus Financial Group
New York
$6.53M +$6.52M +258,092 New
GM
21
GeoWealth Management
Illinois
$6.34M +$6.32M +250,460 New
RIA
22
Regal Investment Advisors
Michigan
$6.08M +$6.06M +240,104 New
BBWP
23
Beacon Bridge Wealth Partners
Pennsylvania
$6.04M +$6.03M +238,763 New
Jane Street
24
Jane Street
New York
$5.76M +$5.75M +227,771 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$5.72M +$5.7M +225,837 New