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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.29B +$27.5M +1,073,129 +2%
LPL Financial
2
LPL Financial
California
$424M +$30.2M +1,178,883 +8%
MML Investors Services
3
MML Investors Services
Massachusetts
$300M +$23.8M +928,430 +9%
JP Morgan Chase
4
JP Morgan Chase
New York
$138M -$1.71M -66,584 -1%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$93.3M +$4.12M +160,937 +5%
PAS
6
Park Avenue Securities
New York
$89.5M +$352K +13,733 +0.4%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$85.8M -$7.57M -295,312 -8%
Wells Fargo
8
Wells Fargo
California
$74.1M +$61.5M +2,400,952 +488%
NP
9
NorthRock Partners
Minnesota
$27.6M +$5.57M +217,307 +25%
WA
10
WBH Advisory
Maryland
$25.8M -$748K -29,189 -3%
Envestnet Portfolio Solutions
11
Envestnet Portfolio Solutions
Illinois
$25.7M +$2.06M +80,199 +9%
SFA
12
Sequoia Financial Advisors
Ohio
$23.1M +$353K +13,771 +2%
KGP
13
Keystone Global Partners
Colorado
$19.1M -$11.5K -449 -0.1%
SA
14
Sanctuary Advisors
Indiana
$14.8M +$2.1M +82,011 +17%
Osaic Holdings
15
Osaic Holdings
Arizona
$10.3M +$758K +29,591 +8%
I
16
INVST
Indiana
$9.98M +$12.6K +490 +0.1%
WA
17
Waverly Advisors
Alabama
$9.29M +$815K +31,801 +10%
MFG
18
Magnus Financial Group
New York
$6.72M +$110K +4,298 +2%
BBWP
19
Beacon Bridge Wealth Partners
Pennsylvania
$6.67M +$555K +21,670 +9%
RIA
20
Regal Investment Advisors
Michigan
$6.31M +$164K +6,414 +3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$6.06M +$272K +10,618 +5%
GM
22
GeoWealth Management
Illinois
$5.76M -$655K -25,564 -10%
BCI
23
Brinker Capital Investments
Pennsylvania
$5.63M +$4.5M +175,770 +398%
SWM
24
Silverlake Wealth Management
Vermont
$4.9M -$1.26K -49 -0%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$4.48M +$945K +36,858 +27%