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BlackRock US Equity Factor Rotation ETF

600 hedge funds and large institutions have $19.1B invested in BlackRock US Equity Factor Rotation ETF in 2025 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 347 increasing their positions, 146 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more call options, than puts

Call options by funds: $20K | Put options by funds: $2K

167% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 30

138% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 146

21% more capital invested

Capital invested by funds: $15.8B → $19.1B (+$3.37B)

8% more funds holding

Funds holding: 557600 (+43)

6% more funds holding in top 10

Funds holding in top 10: 112119 (+7)

3.47% less ownership

Funds ownership: 103.95%100.48% (-3.5%)

Holders
600
Holders Change
+43
Holders Change %
+7.72%
% of All Funds
7.9%
Holding in Top 10
119
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.25%
% of All Funds
1.57%
New
80
Increased
347
Reduced
146
Closed
30
Calls
$20K
Puts
$2K
Net Calls
+$18K
Net Calls Change
+$34K
Name Holding Trade Value Shares
Change
Change in
Stake
CSF
401
Capital Squared Financial
Maryland
$1.22M +$1.12M +22,356 New
IWM
402
IHT Wealth Management
Illinois
$1.21M -$184K -3,670 -14%
LFA
403
LGT Financial Advisors
Texas
$1.15M +$94.3K +1,880 +10%
CCM
404
Coldstream Capital Management
Washington
$1.15M +$53.8K +1,072 +5%
T
405
Transce3nd
Texas
$1.14M -$14.5K -289 -1%
CFG
406
Cooper Financial Group
California
$1.12M -$989K -19,710 -49%
D
407
Dentgroup
Louisiana
$1.11M -$172K -3,434 -14%
BOSSRA
408
B.O.S.S. Retirement Advisors
Utah
$1.1M +$1.01M +20,203 New
KWA
409
Kingswood Wealth Advisors
California
$1.09M +$48.2K +961 +5%
JSL
410
JT Stratford LLC
Georgia
$1.09M +$136K +2,718 +16%
LA
411
Lifeworks Advisors
Michigan
$1.08M +$28.4K +567 +3%
Tudor Investment Corp
412
Tudor Investment Corp
Connecticut
$1.07M +$989K +19,720 New
WEG
413
World Equity Group
Illinois
$1.07M -$309K -6,164 -24%
CAPTRUST Financial Advisors
414
CAPTRUST Financial Advisors
North Carolina
$1.07M -$2.34M -46,613 -70%
RBWA
415
RFG - Bristol Wealth Advisors
Massachusetts
$1.06M +$974K +19,412 New
TA
416
TFB Advisors
Kansas
$1.05M +$970K +19,343 New
SIS
417
Sound Income Strategies
Florida
$1.05M +$11.6K +231 +1%
WIA
418
Wetzel Investment Advisors
Indiana
$1.03M +$945K +18,844 New
Wealth Enhancement Advisory Services
419
Wealth Enhancement Advisory Services
Minnesota
$1.01M -$170K -3,381 -16%
EWA
420
EP Wealth Advisors
California
$1,000K +$710K +14,153 +336%
VH
421
Visionary Horizons
Tennessee
$996K +$136K +2,717 +17%
MWA
422
MN Wealth Advisors
Kansas
$988K +$493K +9,820 +118%
LWA
423
Lantern Wealth Advisors
New York
$984K +$907K +18,075 New
DC
424
Davenport & Co
Virginia
$982K +$34.5K +687 +4%
LA
425
LexAurum Advisors
Kansas
$956K +$86.1K +1,717 +11%

DYNF Hedge Fund Activity: Q2 2025 in Review

600 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in BlackRock US Equity Factor Rotation ETF (DYNF) for Q2 2025, worth a combined $19.1B — up 21% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new DYNF positions and 30 closed out — a net gain of 50 holders — while 347 added to existing stakes and 146 trimmed.

The largest buyer was LPL Financial, adding an estimated $195M. The largest seller was UBS Group, cutting an estimated $41.6M.

  • 600 institutional investors held BlackRock US Equity Factor Rotation ETF (DYNF) as of Q2 2025, up from 557 in Q1 2025.
  • Funds reported $19.1B of BlackRock US Equity Factor Rotation ETF stock for Q2 2025, up 21% quarter-over-quarter.
  • 80 funds opened new BlackRock US Equity Factor Rotation ETF positions in Q2 2025 and 30 closed out, a net change of +50 holders.
  • The largest BlackRock US Equity Factor Rotation ETF buyer in Q2 2025 was LPL Financial, an estimated $195M added.
  • The largest BlackRock US Equity Factor Rotation ETF seller in Q2 2025 was UBS Group, an estimated $41.6M sold.

Based on aggregated 13F filings for Q2 2025.