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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
CWA
276
Clearview Wealth Advisors
Oregon
$2.26M +$20.6K +401 +0.9%
BWA
277
BCU Wealth Advisors
Illinois
$2.21M -$22.3K -434 -1%
LIA
278
LifePlan Investment Advisors
North Carolina
$2.2M +$57.6K +1,120 +3%
AQR Capital Management
279
AQR Capital Management
Connecticut
$2.09M +$397K +7,706 +23%
Betterment LLC
280
Betterment LLC
New York
$2.09M +$43.2K +840 +2%
Susquehanna International Group
281
Susquehanna International Group
Pennsylvania
$2.05M +$1.19M +23,166 +138%
SPI
282
Sutton Place Investors
New York
$2.04M -$36.3K -706 -2%
WAL
283
W Advisors LLC
Tennessee
$2.03M +$135K +2,626 +7%
O3W
284
Omni 360 Wealth
New Jersey
$2.02M +$240K +4,672 +13%
VA
285
Valmark Advisers
Ohio
$2.02M +$762K +14,804 +60%
HSBC Holdings
286
HSBC Holdings
United Kingdom
$2M -$314K -6,105 -14%
APWM
287
Anchor Pointe Wealth Management
Missouri
$1.98M +$1.98M +38,446 New
SPC
288
Sigma Planning Corp
Michigan
$1.98M -$235K -4,575 -11%
SFG
289
Sovereign Financial Group
Connecticut
$1.96M -$152K -2,960 -7%
UAG
290
United Advisor Group
Ohio
$1.96M +$963K +18,701 +96%
EFG
291
Elios Financial Group
Ohio
$1.87M -$32.2K -626 -2%
SAW
292
Signal Advisors Wealth
Michigan
$1.87M -$1.47M -28,602 -44%
APC
293
Aspire Private Capital
North Carolina
$1.82M +$108K +2,100 +6%
MWM
294
Maripau Wealth Management
Indiana
$1.82M -$1.4M -27,280 -43%
MWA
295
Merkkuri Wealth Advisors
New York
$1.78M +$190K +3,684 +12%
EWA
296
Emergent Wealth Advisors
New York
$1.77M +$14.5K +282 +0.8%
CF
297
Centaurus Financial
California
$1.74M +$106K +2,052 +6%
HKIMG
298
Hutchens & Kramer Investment Management Group
Indiana
$1.72M +$41.9K +814 +2%
RCM
299
Raleigh Capital Management
North Carolina
$1.72M -$46.5K -903 -3%
LWM
300
Lionsbridge Wealth Management
Florida
$1.7M -$109K -2,121 -6%

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.