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BlackRock US Equity Factor Rotation ETF

528 hedge funds and large institutions have $14.5B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 229 increasing their positions, 160 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 22

43% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 160

26% more funds holding in top 10

Funds holding in top 10: 82103 (+21)

19% more funds holding

Funds holding: 445528 (+83)

15% more capital invested

Capital invested by funds: $12.6B → $14.5B (+$1.94B)

2.14% more ownership

Funds ownership: 104.62%106.76% (+2.1%)

Holders
528
Holders Change
+83
Holders Change %
+18.65%
% of All Funds
6.95%
Holding in Top 10
103
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+25.61%
% of All Funds
1.36%
New
113
Increased
229
Reduced
160
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
226
ArborFi Advisors
Michigan
$3.94M +$3.96M +76,914 New
BFS
227
BridgePort Financial Solutions
Iowa
$3.93M +$3.95M +76,789 New
AWM
228
Apollon Wealth Management
South Carolina
$3.88M +$687K +13,342 +21%
MWM
229
Modern Wealth Management
Kansas
$3.88M +$2.65M +51,404 +212%
KCM
230
KM Capital Management
Texas
$3.86M +$1.75K +34 +0%
5W
231
5T Wealth
California
$3.86M +$3.87M +75,237 New
C1AG
232
Client 1st Advisory Group
Florida
$3.85M +$814K +15,808 +27%
Rockefeller Capital Management
233
Rockefeller Capital Management
New York
$3.84M +$936K +18,194 +32%
PFS
234
Prospera Financial Services
Texas
$3.79M +$31.8K +618 +0.8%
GWP
235
Gateway Wealth Partners
Wisconsin
$3.73M +$88K +1,709 +2%
DAS
236
Diversify Advisory Services
Utah
$3.71M -$497K -9,659 -12%
AWE
237
Avidian Wealth Enterprises
Texas
$3.71M -$59.9K -1,164 -2%
MFA
238
Millington Financial Advisors
Illinois
$3.69M +$104K +2,016 +3%
BWM
239
BlackDiamond Wealth Management
New York
$3.59M -$6.64K -129 -0.2%
MWM
240
Mosley Wealth Management
California
$3.53M +$111K +2,150 +3%
KWM
241
Kingsview Wealth Management
Oregon
$3.44M +$1.82M +35,391 +112%
GLA
242
Good Life Advisors
Pennsylvania
$3.4M +$3.42M +66,392 New
CSP
243
Cary Street Partners
Virginia
$3.37M +$3.38M +65,698 New
FHC
244
First Heartland Consultants
Missouri
$3.35M +$1.54M +29,961 +84%
GRP
245
Global Retirement Partners
California
$3.26M +$496K +9,638 +18%
SWM
246
Spire Wealth Management
Virginia
$3.25M +$59.1K +1,149 +2%
BIG
247
Bush Investment Group
Georgia
$3.24M +$162K +3,144 +5%
IFG
248
Independent Financial Group
California
$3.16M +$2.57M +49,944 +429%
RWS
249
Retirement Wealth Solutions
Wisconsin
$3.11M +$3.16M +61,358 New
CAWM
250
Capital A Wealth Management
Pennsylvania
$3.03M +$3.04M +59,071 New

DYNF Hedge Fund Activity: Q4 2024 in Review

528 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock US Equity Factor Rotation ETF (DYNF) for Q4 2024, worth a combined $14.5B — up 15% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new DYNF positions and 22 closed out — a net gain of 91 holders — while 229 added to existing stakes and 160 trimmed.

The largest buyer was LPL Financial, adding an estimated $252M. The largest seller was Envestnet Asset Management, cutting an estimated $59.5M.

  • 528 institutional investors held BlackRock US Equity Factor Rotation ETF (DYNF) as of Q4 2024, up from 445 in Q3 2024.
  • Funds reported $14.5B of BlackRock US Equity Factor Rotation ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 113 funds opened new BlackRock US Equity Factor Rotation ETF positions in Q4 2024 and 22 closed out, a net change of +91 holders.
  • The largest BlackRock US Equity Factor Rotation ETF buyer in Q4 2024 was LPL Financial, an estimated $252M added.
  • The largest BlackRock US Equity Factor Rotation ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $59.5M sold.

Based on aggregated 13F filings for Q4 2024.