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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
AFG
401
Atomi Financial Group
New York
$504K +$282K +5,474 +126%
NRC
402
New Republic Capital
North Carolina
$500K +$44.8K +870 +10%
FIM
403
Freedom Investment Management
Connecticut
$481K -$978 -19 -0.2%
DC
404
Davenport & Co
Virginia
$461K +$93.9K +1,824 +25%
PCS
405
Private Client Services
Kentucky
$461K +$463K +9,000 New
RIS
406
Richmond Investment Services
Wisconsin
$459K +$461K +8,950 New
SS
407
Sunbelt Securities
Texas
$439K +$96.1K +1,868 +28%
BHPW
408
Beverly Hills Private Wealth
California
$436K -$72.4K -1,407 -14%
GC
409
GatePass Capital
Ohio
$433K +$435K +8,446 New
QP
410
Quartz Partners
New York
$433K -$80K -1,555 -16%
SWP
411
Summit Wealth Partners
Florida
$421K +$129K +2,506 +44%
AWM
412
Accurate Wealth Management
Florida
$412K -$51.1K -992 -11%
SEIA
413
Signature Estate & Investment Advisors
California
$408K +$410K +7,971 New
CIA
414
Cape Investment Advisory
Georgia
$405K +$6.18K +120 +2%
EAM
415
Empirical Asset Management
Massachusetts
$401K +$19.4K +377 +5%
AIM
416
Advyzon Investment Management
Illinois
$391K +$392K +7,624 New
RW
417
Ridgeline Wealth
Arizona
$382K +$384K +7,461 New
CWM
418
Cornerstone Wealth Management
Missouri
$376K -$11.4K -222 -3%
APW
419
Axim Planning & Wealth
Ohio
$366K +$98.5K +1,913 +37%
Mercer Global Advisors
420
Mercer Global Advisors
Colorado
$359K +$20.4K +397 +6%
EA
421
Everpar Advisors
Oklahoma
$353K -$2.11K -41 -0.6%
OP
422
ORG Partners
Indiana
$349K -$55K -1,068 -14%
BOM
423
Bank of Marin
California
$349K
FWM
424
FSR Wealth Management
Illinois
$337K +$338K +6,568 New
WFC
425
Western Financial Corp
California
$325K -$166K -3,227 -34%

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.