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BlackRock US Equity Factor Rotation ETF
DYNF

330 hedge funds and large institutions have $7.45B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q1 according to their latest regulatory filings, with 296 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

29,500% more first-time investments, than exits

New positions opened: 296 | Existing positions closed: 1

7,350% more capital invested

Capital invested by funds: $100M → $7.45B (+$7.35B)

843% more funds holding

Funds holding: 35 → 330 (+295)

271% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 7

87.48% less ownership

Funds ownership: 192% → 104.53% (-87%)

Holders
330
Holders Change
+295
Holders Change %
+842.86%
% of All Funds
4.75%
Holding in Top 10
53
Holding in Top 10 Change
+53
Holding in Top 10 Change %
% of All Funds
0.76%
New
296
Increased
26
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.39B
2
LPL Financial
LPL Financial
California
+$559M
3
JP Morgan Chase
JP Morgan Chase
New York
+$390M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$358M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$315M

Top Sellers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
-$459K
2
SAM
Synergy Asset Management
Washington
-$271K
3
FFG
Foundry Financial Group
New Hampshire
-$249K
4
KCM
KM Capital Management
Texas
-$139K
5
RPGK
Retirement Planning Group (Kansas)
Kansas
-$82.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
251
Independent Financial Group
California
$472K +$446K +10,633 New
WFC
252
Western Financial Corp
California
$469K +$443K +10,567 New
CFG
253
Cooper Financial Group
California
$462K +$437K +10,416 New
FCA
254
FinTrust Capital Advisors
South Carolina
$453K +$428K +10,208 New
T
255
TCWP
Ohio
$428K +$404K +9,634 New
LA
256
Lifeworks Advisors
Michigan
$415K +$393K +9,358 New
GM
257
GeoWealth Management
Illinois
$413K +$390K +9,294 New
WEG
258
World Equity Group
Illinois
$405K +$382K +9,113 New
C1AG
259
Client 1st Advisory Group
Florida
$404K +$382K +9,104 New
ACP
260
Aveo Capital Partners
Colorado
$400K +$387K +9,222 New
CCM
261
Coldstream Capital Management
Washington
$400K +$378K +9,004 New
MFG
262
Magnus Financial Group
New York
$385K +$364K +8,666 New
HWM
263
Horizon Wealth Management
Illinois
$384K +$362K +8,638 New
Two Sigma Investments
264
Two Sigma Investments
New York
$382K +$361K +8,600 New
NRC
265
New Republic Capital
North Carolina
$382K +$361K +8,598 New
RF
266
RHS Financial
California
$372K +$352K +8,383 New
RFA
267
Resurgent Financial Advisors
Georgia
$371K +$351K +8,361 New
LFA
268
LGT Financial Advisors
Texas
$337K +$318K +7,578 New
Wealth Enhancement Advisory Services
269
Wealth Enhancement Advisory Services
Minnesota
$333K +$314K +7,493 New
MWM
270
Modern Wealth Management
Kansas
$313K +$296K +7,051 New
TC
271
Trilogy Capital
California
$292K +$276K +6,580 New
LA
272
LexAurum Advisors
Kansas
$290K +$274K +6,521 New
VC
273
Veracity Capital
Georgia
$276K +$261K +6,225 New
TA
274
TrueWealth Advisors
Alabama
$273K +$258K +6,155 New
Creative Planning
275
Creative Planning
Kansas
$272K +$257K +6,122 New
9 10
11
12 13

DYNF Hedge Fund Activity: Q1 2024 in Review

330 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BlackRock US Equity Factor Rotation ETF (DYNF) for Q1 2024, worth a combined $7.45B — up 7,350% from $100M a quarter earlier.

Buyers outnumbered sellers: 296 funds opened new DYNF positions and 1 closed out — a net gain of 295 holders — while 26 added to existing stakes and 7 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $2.39B. The largest seller was Tower Research Capital (TRC), cutting an estimated $459K.

  • 330 institutional investors held BlackRock US Equity Factor Rotation ETF (DYNF) as of Q1 2024, up from 35 in Q4 2023.
  • Funds reported $7.45B of BlackRock US Equity Factor Rotation ETF stock for Q1 2024, up 7,350% quarter-over-quarter.
  • 296 funds opened new BlackRock US Equity Factor Rotation ETF positions in Q1 2024 and 1 closed out, a net change of +295 holders.
  • The largest BlackRock US Equity Factor Rotation ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $2.39B added.
  • The largest BlackRock US Equity Factor Rotation ETF seller in Q1 2024 was Tower Research Capital (TRC), an estimated $459K sold.

Based on aggregated 13F filings for Q1 2024.