DYNF icon

BlackRock US Equity Factor Rotation ETF

521 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 109 funds opening new positions, 227 increasing their positions, 160 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+79
Holders Change %
+17.87%
% of All Funds
6.94%
Holding in Top 10
102
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+24.39%
% of All Funds
1.36%
New
109
Increased
227
Reduced
160
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
351
Belpointe Asset Management
Nevada
$930K +$456K +9,363 +96%
PW
352
PUREfi Wealth
Massachusetts
$930K +$930K +18,143 New
AWM
353
Axxcess Wealth Management
California
$927K -$102K -1,998 -10%
AG
354
AmeriFlex Group
Nevada
$924K +$924K +17,602 New
LAS
355
Lloyd Advisory Services
Georgia
$907K -$61.8K -1,206 -6%
LWA
356
Lantern Wealth Advisors
New York
$867K -$8.35K -163 -1%
GM
357
GeoWealth Management
Illinois
$865K -$38.5K -751 -4%
MCA
358
MSH Capital Advisors
Arizona
$856K +$78.5K +1,532 +10%
PSCM
359
Per Stirling Capital Management
Texas
$837K +$837K +16,329 New
SFS
360
Sowell Financial Services
Arkansas
$834K -$2.37M -46,152 -74%
AWM
361
Alterna Wealth Management
Texas
$828K -$139K -2,720 -14%
IAN
362
Integrated Advisors Network
Texas
$821K +$335K +6,536 +69%
MFG
363
Magnus Financial Group
New York
$784K +$102K +1,992 +15%
GA
364
Goldstein Advisors
Wisconsin
$780K +$267K +5,209 +52%
DADC
365
D.A. Davidson & Co
Montana
$779K +$67.3K +1,313 +9%
PW
366
Peninsula Wealth
California
$777K -$34.9K -680 -4%
EWA
367
Etesian Wealth Advisors
Oregon
$767K +$345K +6,734 +82%
WS
368
Wedbush Securities
California
$762K +$467K +9,101 +158%
DAS
369
Dynamic Advisor Solutions
Arizona
$750K +$184K +3,591 +33%
TPWA
370
TRUE Private Wealth Advisors
Oregon
$741K -$1.36M -26,528 -65%
LA
371
LexAurum Advisors
Kansas
$739K +$2.05K +40 +0.3%
KWA
372
Kingswood Wealth Advisors
California
$737K +$70.7K +1,380 +11%
FFG
373
Foundry Financial Group
New Hampshire
$735K -$32.6K -636 -4%
TWCA
374
Two West Capital Advisors
Kansas
$700K +$115K +2,252 +20%
JSL
375
JT Stratford LLC
Georgia
$691K -$83.6K -1,632 -11%