DYNF icon

BlackRock US Equity Factor Rotation ETF

761 hedge funds and large institutions have $31.3B invested in BlackRock US Equity Factor Rotation ETF in 2025 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 439 increasing their positions, 132 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
186
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$95K
Puts
$37K
Net Calls
Net Calls Change

Top Buyers

1 +$255M
2 +$196M
3 +$188M
4
Ameriprise
Ameriprise
Minnesota
+$186M
5
Morgan Stanley
Morgan Stanley
New York
+$111M

Top Sellers

1 -$514M
2 -$107M
3 -$92.8M
4
BlackRock
BlackRock
New York
-$53.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OAS
376
Optivise Advisory Services
Tennessee
$3.35M
Wealth Enhancement Advisory Services
377
Wealth Enhancement Advisory Services
Minnesota
$3.32M
ICP
378
Interchange Capital Partners
Pennsylvania
$3.31M
CCFM
379
Clear Creek Financial Management
Washington
$3.29M
JWA
380
JFS Wealth Advisors
Pennsylvania
$3.28M
WIA
381
World Investment Advisors
California
$3.22M
MG
382
Mather Group
Illinois
$3.19M
VWM
383
Venturi Wealth Management
Texas
$3.16M
PSCM
384
Per Stirling Capital Management
Texas
$3.12M
WS
385
Wedbush Securities
California
$3.11M
HFRG
386
Houlihan Financial Resource Group
Virginia
$3.11M
O3W
387
Omni 360 Wealth
New Jersey
$3.11M
MWA
388
Merkkuri Wealth Advisors
New York
$3.08M
GAM
389
Gotham Asset Management
New York
$3.07M
EA
390
Everpar Advisors
Oklahoma
$3.05M
Betterment LLC
391
Betterment LLC
New York
$3.05M
PTC
392
Private Trust Company
Ohio
$3.04M
PCS
393
Private Client Services
Kentucky
$3.03M
EWA
394
Emergent Wealth Advisors
New York
$2.97M
EWA
395
EP Wealth Advisors
California
$2.97M
UAG
396
United Advisor Group
Ohio
$2.95M
RW
397
Regimen Wealth
Georgia
$2.93M
BW
398
Balance Wealth
Ohio
$2.93M
WCM
399
WealthTrak Capital Management
Virginia
$2.93M
WAL
400
W Advisors LLC
Tennessee
$2.91M