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BlackRock US Equity Factor Rotation ETF

330 hedge funds and large institutions have $7.45B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q1 according to their latest regulatory filings, with 296 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

29,500% more first-time investments, than exits

New positions opened: 296 | Existing positions closed: 1

7,350% more capital invested

Capital invested by funds: $100M → $7.45B (+$7.35B)

843% more funds holding

Funds holding: 35330 (+295)

271% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 7

87.48% less ownership

Funds ownership: 192%104.53% (-87%)

Holders
330
Holders Change
+295
Holders Change %
+842.86%
% of All Funds
4.75%
Holding in Top 10
53
Holding in Top 10 Change
+53
Holding in Top 10 Change %
% of All Funds
0.76%
New
296
Increased
26
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$30.1M +$28.4M +677,267 New
AWS
27
Atria Wealth Solutions
New York
$29.9M +$28.2M +672,346 New
Truist Financial
28
Truist Financial
North Carolina
$29.7M +$22.3M +530,938 +386%
CA
29
Cetera Advisors
Colorado
$28.5M +$26.9M +641,610 New
HGWM
30
Horst & Graben Wealth Management
Oregon
$25.5M +$24.1M +575,028 New
IWA
31
Icon Wealth Advisors
Texas
$25.2M +$23.8M +568,414 New
CIAS
32
CFS Investment Advisory Services
New Jersey
$24.6M +$23.2M +553,876 New
SFO
33
Stokes Family Office
Louisiana
$22.7M +$21.5M +512,015 New
IDA
34
Intelligence Driven Advisers
California
$22.2M +$21M +500,820 New
I
35
INVST
Indiana
$22M +$11.2M +267,965 +117%
SW
36
SteelPeak Wealth
California
$21.5M +$20.3M +484,282 New
IWC
37
Integrated Wealth Concepts
Massachusetts
$20.7M +$19.3M +459,418 +7,198%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$20.4M +$18.6M +444,342 +2,959%
SHIM
39
Stone House Investment Management
Pennsylvania
$19.4M +$18.3M +437,034 New
BTI
40
Blue Trust Inc
Georgia
$18.6M +$17.6M +419,203 New
MFG
41
Merit Financial Group
Georgia
$17.6M +$17M +404,711 New
SA
42
Scarborough Advisors
Maryland
$16.9M +$16M +381,251 New
Prudential Financial
43
Prudential Financial
New Jersey
$16.9M +$16M +380,291 New
HFA
44
High Falls Advisors
New York
$16.7M +$15.8M +375,945 New
PCA
45
Prosperity Capital Advisors
Ohio
$16.2M +$15.4M +365,982 New
BCI
46
Brinker Capital Investments
Pennsylvania
$15.8M +$15M +356,936 New
OPS
47
Orion Portfolio Solutions
Nebraska
$15.8M +$15M +356,936 New
SFS
48
Security Financial Services
Indiana
$15.7M +$14.9M +354,158 New
AAS
49
Avantax Advisory Services
Texas
$15.4M +$14.5M +346,281 New
SXL
50
Summit X LLC
Missouri
$14.7M +$13.9M +330,942 New

DYNF Hedge Fund Activity: Q1 2024 in Review

330 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BlackRock US Equity Factor Rotation ETF (DYNF) for Q1 2024, worth a combined $7.45B — up 7,350% from $100M a quarter earlier.

Buyers outnumbered sellers: 296 funds opened new DYNF positions and 1 closed out — a net gain of 295 holders — while 26 added to existing stakes and 7 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $2.39B. The largest seller was Tower Research Capital (TRC), cutting an estimated $459K.

  • 330 institutional investors held BlackRock US Equity Factor Rotation ETF (DYNF) as of Q1 2024, up from 35 in Q4 2023.
  • Funds reported $7.45B of BlackRock US Equity Factor Rotation ETF stock for Q1 2024, up 7,350% quarter-over-quarter.
  • 296 funds opened new BlackRock US Equity Factor Rotation ETF positions in Q1 2024 and 1 closed out, a net change of +295 holders.
  • The largest BlackRock US Equity Factor Rotation ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $2.39B added.
  • The largest BlackRock US Equity Factor Rotation ETF seller in Q1 2024 was Tower Research Capital (TRC), an estimated $459K sold.

Based on aggregated 13F filings for Q1 2024.