DYNF icon

BlackRock US Equity Factor Rotation ETF

521 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 109 funds opening new positions, 227 increasing their positions, 160 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+79
Holders Change %
+17.87%
% of All Funds
6.94%
Holding in Top 10
102
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+24.39%
% of All Funds
1.36%
New
109
Increased
227
Reduced
160
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
251
Concorde Asset Management
Michigan
$3M -$73.7K -1,439 -2%
FW
252
FullCircle Wealth
Texas
$2.95M +$268K +4,995 +10%
KWS
253
Keystone Wealth Services
California
$2.94M +$2.94M +57,297 New
FHA
254
Flagship Harbor Advisors
Massachusetts
$2.9M -$6.25K -122 -0.2%
WFS
255
WealthGarden F.S.
California
$2.89M +$55K +1,074 +2%
IA
256
IFG Advisory
Georgia
$2.87M +$155K +3,017 +6%
AA
257
Armis Advisers
Georgia
$2.84M +$2.84M +55,338 New
CFD
258
Creative Financial Designs
Indiana
$2.81M +$771K +15,037 +38%
AWM
259
Able Wealth Management
New Jersey
$2.74M +$1.92M +37,385 +232%
RFP
260
RCS Financial Planning
Maryland
$2.73M -$9.43K -184 -0.3%
BEI
261
Benjamin Edwards Inc
Missouri
$2.72M -$22K -430 -0.8%
SW
262
SoFi Wealth
California
$2.7M +$2.7M +52,638 New
CRI
263
Commonwealth Retirement Investments
Virginia
$2.59M +$52.2K +1,018 +2%
TCA
264
Transcend Capital Advisors
New Jersey
$2.58M -$1.47M -28,730 -36%
FAIM
265
Financial Advocates Investment Management
Washington
$2.55M -$77.8K -1,519 -3%
WP
266
WealthPLAN Partners
Nebraska
$2.49M -$148K -2,889 -6%
NL
267
NWAM LLC
Washington
$2.46M +$445K +8,679 +22%
VWM
268
Venturi Wealth Management
Texas
$2.46M -$263K -5,124 -10%
RW
269
Regimen Wealth
Georgia
$2.43M -$191K -3,741 -7%
ICP
270
Interchange Capital Partners
Pennsylvania
$2.39M -$95K -1,854 -4%
CCFM
271
Clear Creek Financial Management
Washington
$2.29M +$149K +2,913 +7%
WIA
272
World Investment Advisors
California
$2.27M +$136K +2,648 +6%
JWA
273
JFS Wealth Advisors
Pennsylvania
$2.26M +$44.9K +876 +2%
CWA
274
Clearview Wealth Advisors
Oregon
$2.26M +$20.6K +401 +0.9%
BWA
275
BCU Wealth Advisors
Illinois
$2.21M -$22.2K -434 -1%