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BlackRock US Equity Factor Rotation ETF

600 hedge funds and large institutions have $19.1B invested in BlackRock US Equity Factor Rotation ETF in 2025 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 347 increasing their positions, 146 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more call options, than puts

Call options by funds: $20K | Put options by funds: $2K

167% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 30

138% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 146

21% more capital invested

Capital invested by funds: $15.8B → $19.1B (+$3.37B)

8% more funds holding

Funds holding: 557600 (+43)

6% more funds holding in top 10

Funds holding in top 10: 112119 (+7)

3.47% less ownership

Funds ownership: 103.95%100.48% (-3.5%)

Holders
600
Holders Change
+43
Holders Change %
+7.72%
% of All Funds
7.9%
Holding in Top 10
119
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.25%
% of All Funds
1.57%
New
80
Increased
347
Reduced
146
Closed
30
Calls
$20K
Puts
$2K
Net Calls
+$18K
Net Calls Change
+$34K
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
301
Financial Advocates Investment Management
Washington
$2.85M +$121K +2,413 +5%
CRI
302
Commonwealth Retirement Investments
Virginia
$2.84M +$6.87K +137 +0.3%
4WM
303
4J Wealth Management
Virginia
$2.81M +$2.59M +51,634 New
BTWM
304
Baker Tilly Wealth Management
Wisconsin
$2.81M +$1.75M +34,875 +209%
NL
305
NWAM LLC
Washington
$2.79M -$8.68K -173 -0.3%
CCFM
306
Clear Creek Financial Management
Washington
$2.78M +$316K +6,306 +14%
TCA
307
Transcend Capital Advisors
New Jersey
$2.77M +$34.1K +679 +1%
WP
308
WealthPLAN Partners
Nebraska
$2.77M +$62.6K +1,247 +3%
HSBC Holdings
309
HSBC Holdings
United Kingdom
$2.72M +$297K +5,910 +13%
BIG
310
Brookwood Investment Group
Arizona
$2.66M +$95.7K +1,907 +4%
ICP
311
Interchange Capital Partners
Pennsylvania
$2.65M +$58.1K +1,159 +2%
DAS
312
Dynamic Advisor Solutions
Arizona
$2.63M +$1.61M +32,076 +197%
JWA
313
JFS Wealth Advisors
Pennsylvania
$2.63M -$167K -3,329 -6%
Betterment LLC
314
Betterment LLC
New York
$2.63M +$317K +6,317 +15%
RW
315
Regimen Wealth
Georgia
$2.62M +$62K +1,235 +3%
GS
316
GTS Securities
New York
$2.56M +$1.55M +30,957 +193%
VWM
317
Venturi Wealth Management
Texas
$2.54M -$8.58K -171 -0.4%
WIA
318
World Investment Advisors
California
$2.51M -$58.9K -1,174 -2%
DAS
319
Diversify Advisory Services
Utah
$2.49M -$991K -19,750 -31%
RIS
320
Richmond Investment Services
Wisconsin
$2.48M +$1.67M +33,201 +269%
CWM
321
Castle Wealth Management
Florida
$2.48M +$2.28M +45,494 New
MWA
322
Merkkuri Wealth Advisors
New York
$2.4M +$354K +7,052 +19%
TL
323
Tradewinds LLC
North Carolina
$2.4M +$2.21M +44,101 New
YWM
324
Yukon Wealth Management
Kansas
$2.38M +$119K +2,364 +6%
BFP
325
Beacon Financial Planning
Massachusetts
$2.38M +$271K +5,407 +14%

DYNF Hedge Fund Activity: Q2 2025 in Review

600 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in BlackRock US Equity Factor Rotation ETF (DYNF) for Q2 2025, worth a combined $19.1B — up 21% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new DYNF positions and 30 closed out — a net gain of 50 holders — while 347 added to existing stakes and 146 trimmed.

The largest buyer was LPL Financial, adding an estimated $195M. The largest seller was UBS Group, cutting an estimated $41.6M.

  • 600 institutional investors held BlackRock US Equity Factor Rotation ETF (DYNF) as of Q2 2025, up from 557 in Q1 2025.
  • Funds reported $19.1B of BlackRock US Equity Factor Rotation ETF stock for Q2 2025, up 21% quarter-over-quarter.
  • 80 funds opened new BlackRock US Equity Factor Rotation ETF positions in Q2 2025 and 30 closed out, a net change of +50 holders.
  • The largest BlackRock US Equity Factor Rotation ETF buyer in Q2 2025 was LPL Financial, an estimated $195M added.
  • The largest BlackRock US Equity Factor Rotation ETF seller in Q2 2025 was UBS Group, an estimated $41.6M sold.

Based on aggregated 13F filings for Q2 2025.