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BlackRock US Equity Factor Rotation ETF

557 hedge funds and large institutions have $15.8B invested in BlackRock US Equity Factor Rotation ETF in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 338 increasing their positions, 117 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 117

133% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 33

9% more funds holding in top 10

Funds holding in top 10: 103112 (+9)

9% more capital invested

Capital invested by funds: $14.5B → $15.8B (+$1.27B)

5% more funds holding

Funds holding: 528557 (+29)

2.81% less ownership

Funds ownership: 106.76%103.95% (-2.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $16K

Holders
557
Holders Change
+29
Holders Change %
+5.49%
% of All Funds
7.47%
Holding in Top 10
112
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.74%
% of All Funds
1.5%
New
77
Increased
338
Reduced
117
Closed
33
Calls
Puts
$16K
Net Calls
-$16K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Able Wealth Management
New Jersey
$3.74M +$1.2M +23,265 +44%
FEG
252
Financial Enhancement Group
Indiana
$3.67M +$28.1K +547 +0.7%
RWS
253
Retirement Wealth Solutions
Wisconsin
$3.55M +$591K +11,508 +19%
CFD
254
Creative Financial Designs
Indiana
$3.52M +$895K +17,405 +32%
AWE
255
Avidian Wealth Enterprises
Texas
$3.51M -$15.9K -310 -0.4%
MFA
256
Millington Financial Advisors
Illinois
$3.51M +$236K +4,599 +7%
PIA
257
Pinion Investment Advisors
Kansas
$3.47M +$2.26M +44,017 +162%
BWM
258
BlackDiamond Wealth Management
New York
$3.36M -$119K -2,319 -3%
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
$3.23M +$3.4M +66,249 New
SFM
260
Signet Financial Management
New Jersey
$3.21M +$3.39M +65,892 New
BIG
261
Bush Investment Group
Georgia
$3.14M +$61.8K +1,203 +2%
DAS
262
Diversify Advisory Services
Utah
$3.07M -$508K -9,875 -13%
RIM
263
Redwood Investment Management
Arizona
$3M +$131K +2,553 +4%
AQR Capital Management
264
AQR Capital Management
Connecticut
$2.99M +$1.06M +20,567 +50%
SWM
265
Spire Wealth Management
Virginia
$2.97M -$122K -2,369 -4%
CSP
266
Cary Street Partners
Virginia
$2.94M -$273K -5,318 -8%
IA
267
IFG Advisory
Georgia
$2.92M +$200K +3,894 +7%
KWS
268
Keystone Wealth Services
California
$2.81M +$22.3K +433 +0.8%
RFP
269
RCS Financial Planning
Maryland
$2.81M +$226K +4,396 +8%
FW
270
FullCircle Wealth
Texas
$2.81M +$159K +3,089 +6%
FHA
271
Flagship Harbor Advisors
Massachusetts
$2.79M +$33.6K +654 +1%
CAM
272
Concorde Asset Management
Michigan
$2.77M -$10.4K -202 -0.3%
WFS
273
WealthGarden F.S.
California
$2.66M -$94.4K -1,837 -3%
BEI
274
Benjamin Edwards Inc
Missouri
$2.65M +$73.4K +1,428 +3%
CRI
275
Commonwealth Retirement Investments
Virginia
$2.54M +$77.9K +1,516 +3%

DYNF Hedge Fund Activity: Q1 2025 in Review

557 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in BlackRock US Equity Factor Rotation ETF (DYNF) for Q1 2025, worth a combined $15.8B — up 8.7% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new DYNF positions and 33 closed out — a net gain of 44 holders — while 338 added to existing stakes and 117 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $189M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $131M.

  • 557 institutional investors held BlackRock US Equity Factor Rotation ETF (DYNF) as of Q1 2025, up from 528 in Q4 2024.
  • Funds reported $15.8B of BlackRock US Equity Factor Rotation ETF stock for Q1 2025, up 8.7% quarter-over-quarter.
  • 77 funds opened new BlackRock US Equity Factor Rotation ETF positions in Q1 2025 and 33 closed out, a net change of +44 holders.
  • The largest BlackRock US Equity Factor Rotation ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $189M added.
  • The largest BlackRock US Equity Factor Rotation ETF seller in Q1 2025 was Envestnet Portfolio Solutions, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2025.