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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
Wealth Enhancement Advisory Services
326
Wealth Enhancement Advisory Services
Minnesota
$1.25M +$141K +2,741 +13%
WFA
327
Wells Financial Advisors
Massachusetts
$1.23M +$367K +7,131 +42%
SFA
328
Semmax Financial Advisors
North Carolina
$1.22M +$156K +3,023 +15%
PTC
329
Private Trust Company
Ohio
$1.17M -$29.1K -566 -2%
SWP
330
Semus Wealth Partners
Florida
$1.15M +$302K +5,863 +35%
AIA
331
Accelerate Investment Advisors
California
$1.15M +$186K +3,611 +19%
D
332
Dentgroup
Louisiana
$1.14M +$30.6K +595 +3%
CCG
333
Catalina Capital Group
California
$1.12M -$19.2K -373 -2%
GSWM
334
Golden State Wealth Management
California
$1.1M +$1.11M +21,560 New
EWA
335
EverSource Wealth Advisors
Alabama
$1.09M -$15.6K -304 -1%
FI
336
FWG Investments
Kentucky
$1.09M +$214K +4,152 +24%
ECA
337
Elevated Capital Advisors
Utah
$1.08M -$157K -3,053 -13%
RFA
338
Resurgent Financial Advisors
Georgia
$1.08M +$151K +2,939 +16%
AFW
339
Avantra Family Wealth
Pennsylvania
$1.07M +$1.07M +20,791 New
AWA
340
Arete Wealth Advisors
Illinois
$1.06M +$253K +4,925 +31%
HIM
341
Hanlon Investment Management
New Jersey
$1.05M -$299K -5,811 -22%
LFA
342
LGT Financial Advisors
Texas
$1.05M +$201K +3,913 +24%
LA
343
Latitude Advisors
Florida
$1.05M +$434K +8,438 +70%
CCM
344
Coldstream Capital Management
Washington
$1.03M -$57.4K -1,116 -5%
TWP
345
Tempus Wealth Planning
California
$1.02M +$217K +4,219 +27%
MA
346
MKT Advisors
California
$1.02M -$45.6K -886 -4%
CG
347
CFO4Life Group
Texas
$999K +$448K +8,706 +81%
IWM
348
IHT Wealth Management
Illinois
$983K -$914K -17,749 -48%
SIS
349
Sound Income Strategies
Florida
$974K +$45.8K +890 +5%
LA
350
Lifeworks Advisors
Michigan
$974K -$23.6K -459 -2%

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.