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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
Betterment LLC
301
Betterment LLC
New York
$2.04M +$58.1K +1,131 +3%
YWM
302
Yukon Wealth Management
Kansas
$2.02M +$2.13M +41,400 New
WQ
303
Wealth Quarterback
New Jersey
$2M +$2.11M +40,991 New
UAG
304
United Advisor Group
Ohio
$1.99M +$138K +2,689 +7%
SPI
305
Sutton Place Investors
New York
$1.99M +$52.5K +1,021 +3%
CFG
306
Cooper Financial Group
California
$1.97M +$523K +10,168 +34%
BFP
307
Beacon Financial Planning
Massachusetts
$1.87M +$1M +19,534 +104%
PCS
308
Private Client Services
Kentucky
$1.85M +$1.49M +28,982 +322%
WAL
309
W Advisors LLC
Tennessee
$1.85M -$87.1K -1,695 -4%
AWA
310
Arkadios Wealth Advisors
Georgia
$1.84M +$662K +12,880 +52%
AA
311
Armis Advisers
Georgia
$1.83M -$913K -17,765 -32%
MG
312
Mather Group
Illinois
$1.82M +$483K +9,399 +34%
MWA
313
Merkkuri Wealth Advisors
New York
$1.81M +$121K +2,358 +7%
EFG
314
Elios Financial Group
Ohio
$1.8M +$19.3K +376 +1%
FHC
315
First Heartland Consultants
Missouri
$1.79M -$1.47M -28,680 -44%
APC
316
Aspire Private Capital
North Carolina
$1.79M +$59.9K +1,165 +3%
SFG
317
Sovereign Financial Group
Connecticut
$1.79M -$85.5K -1,664 -4%
VPF
318
Vantage Point Financial
Illinois
$1.76M +$289K +5,627 +18%
EWA
319
Emergent Wealth Advisors
New York
$1.68M -$7.4K -144 -0.4%
GS
320
GWN Securities
Florida
$1.67M +$1.76M +34,173 New
EWA
321
EverSource Wealth Advisors
Alabama
$1.66M +$648K +12,616 +59%
QWP
322
Quotient Wealth Partners
Texas
$1.65M +$92.9K +1,807 +6%
RCM
323
Raleigh Capital Management
North Carolina
$1.61M -$25.8K -502 -1%
SAW
324
Signal Advisors Wealth
Michigan
$1.6M -$185K -3,597 -10%
BWM
325
BigSur Wealth Management
Florida
$1.59M

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.