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BlackRock US Equity Factor Rotation ETF
DYNF

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: 82 → 103 (+21)

19% more funds holding

Funds holding: 445 → 528 (+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
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$252M
2
DWM
Dynasty Wealth Management
Florida
+$246M
3
JP Morgan Chase
JP Morgan Chase
New York
+$196M
4
Ameriprise
Ameriprise
Minnesota
+$143M
5
Morgan Stanley
Morgan Stanley
New York
+$45.7M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$59.5M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$30.4M
3
Prudential Financial
Prudential Financial
New Jersey
-$23.5M
4
BlackRock
BlackRock
New York
-$22.4M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$21.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
KA
426
Kovack Advisors
Florida
$324K +$31.6K +614 +11%
BWM
427
BCS Wealth Management
Tennessee
$322K +$323K +6,279 New
KFG
428
Kelly Financial Group
Connecticut
$321K +$322K +6,260 New
TWA
429
Talisman Wealth Advisors
New Jersey
$309K +$311K +6,036 New
Brown Advisory
430
Brown Advisory
Maryland
$308K +$310K +6,019 New
FA
431
Flagstar Advisors
New York
$297K -$28K -544 -9%
PNC Financial Services Group
432
PNC Financial Services Group
Pennsylvania
$297K +$38.8K +753 +15%
GWANC
433
Guardian Wealth Advisors (North Carolina)
North Carolina
$294K +$295K +5,740 New
CA
434
Continuum Advisory
Idaho
$291K +$2.47K +48 +0.9%
FTUS
435
Flow Traders U.S.
New York
$291K -$124K -2,407 -30%
QCM
436
QRG Capital Management
Illinois
$287K +$36.8K +714 +15%
MHB
437
Midwest Heritage Bank
Iowa
$285K -$81.6K -1,585 -22%
NA
438
Novus Advisors
South Carolina
$264K +$265K +5,151 New
TNB
439
Thomasville National Bank
Georgia
$262K – – –
DWAM
440
Duncan Williams Asset Management
Tennessee
$260K +$261K +5,080 New
FA
441
Fortis Advisors
Pennsylvania
$257K +$30K +583 +13%
MG
442
Marex Group
$256K +$257K +5,000 New
GFPC
443
Global Financial Private Client
Florida
$248K -$27.2K -529 -10%
TA
444
TrueWealth Advisors
Alabama
$248K -$772 -15 -0.3%
VC
445
Veracity Capital
Georgia
$244K +$245K +4,765 New
ZB
446
Zions Bancorporation
Utah
$241K – – –
OCM
447
Objective Capital Management
Ohio
$234K +$26.1K +508 +13%
GAM
448
Gotham Asset Management
New York
$234K +$235K +4,560 New
IAIM
449
International Assets Investment Management
Florida
$231K +$232K +4,517 New
MWM
450
Maridea Wealth Management
New York
$230K +$231K +4,485 New
16 17
18
19 20

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.