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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
CCM
376
Coldstream Capital Management
Washington
$975K -$3.08K -60 -0.3%
ECA
377
Elevated Capital Advisors
Utah
$950K -$86.1K -1,675 -8%
LFA
378
LGT Financial Advisors
Texas
$942K -$63.5K -1,235 -6%
LA
379
Lifeworks Advisors
Michigan
$942K +$16.1K +313 +2%
KWA
380
Kingswood Wealth Advisors
California
$933K +$245K +4,769 +33%
SIS
381
Sound Income Strategies
Florida
$929K +$2.88K +56 +0.3%
Mercer Global Advisors
382
Mercer Global Advisors
Colorado
$877K +$565K +10,997 +157%
TWCA
383
Two West Capital Advisors
Kansas
$851K +$235K +4,563 +33%
DC
384
Davenport & Co
Virginia
$846K +$429K +8,344 +93%
JSL
385
JT Stratford LLC
Georgia
$843K +$196K +3,805 +28%
FI
386
FWG Investments
Kentucky
$837K -$210K -4,090 -19%
Susquehanna International Group
387
Susquehanna International Group
Pennsylvania
$831K -$1.18M -22,940 -57%
AWM
388
Alterna Wealth Management
Texas
$829K +$43.6K +848 +5%
HIM
389
Hanlon Investment Management
New Jersey
$825K -$187K -3,647 -18%
SFS
390
Sowell Financial Services
Arkansas
$816K +$24.5K +476 +3%
BTWM
391
Baker Tilly Wealth Management
Wisconsin
$814K +$858K +16,693 New
CWMK
392
Caliber Wealth Management (Kansas)
Kansas
$812K +$856K +16,663 New
CAWM
393
Capital A Wealth Management
Pennsylvania
$805K -$2.19M -42,558 -72%
LAS
394
Lloyd Advisory Services
Georgia
$801K -$65.4K -1,272 -7%
DAS
395
Dynamic Advisor Solutions
Arizona
$794K +$85.5K +1,664 +11%
GS
396
GTS Securities
New York
$780K +$822K +16,001 New
LA
397
LexAurum Advisors
Kansas
$773K +$73.3K +1,426 +10%
DADC
398
D.A. Davidson & Co
Montana
$764K +$23.5K +458 +3%
VH
399
Visionary Horizons
Tennessee
$759K +$205K +3,995 +35%
GA
400
Goldstein Advisors
Wisconsin
$755K +$13.4K +260 +2%

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.