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BlackRock US Equity Factor Rotation ETF

391 hedge funds and large institutions have $10B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 252 increasing their positions, 49 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 49

361% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 18

43% more funds holding in top 10

Funds holding in top 10: 5376 (+23)

34% more capital invested

Capital invested by funds: $7.45B → $10B (+$2.57B)

18% more funds holding

Funds holding: 330391 (+61)

0.46% less ownership

Funds ownership: 104.53%104.07% (-0.46%)

Holders
391
Holders Change
+61
Holders Change %
+18.48%
% of All Funds
5.65%
Holding in Top 10
76
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+43.4%
% of All Funds
1.1%
New
83
Increased
252
Reduced
49
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$44.7M +$42.5M +950,777 +85,271%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$44.4M +$2.03M +45,366 +5%
APW
28
Austin Private Wealth
Texas
$40.7M +$3.82M +85,288 +11%
AI
29
Atria Investments
North Carolina
$39.8M +$2.23M +49,760 +6%
AWS
30
Atria Wealth Solutions
New York
$38.7M +$6.8M +152,030 +23%
SHJ
31
Sharkey, Howes & Javer
Colorado
$38.3M +$26.7M +596,639 +271%
MC
32
McMorgan & Co
California
$37.6M +$35.9M +801,674 New
Truist Financial
33
Truist Financial
North Carolina
$36M +$4.36M +97,427 +15%
IWA
34
Icon Wealth Advisors
Texas
$34.3M +$6.99M +156,234 +27%
Two Sigma Investments
35
Two Sigma Investments
New York
$33.6M +$31.6M +706,200 +8,212%
HWM
36
Horizon Wealth Management
Illinois
$33.2M +$31.3M +699,687 +8,100%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$33M +$19.9M +445,349 +173%
AIA
38
Alera Investment Advisors
Illinois
$32.1M +$30.6M +683,461 New
US Bancorp
39
US Bancorp
Minnesota
$31.5M -$289K -6,470 -1%
SA
40
Scarborough Advisors
Maryland
$30M +$11.6M +258,529 +68%
HGWM
41
Horst & Graben Wealth Management
Oregon
$29.2M +$2.13M +47,513 +8%
IDA
42
Intelligence Driven Advisers
California
$27.9M +$4.2M +93,872 +19%
I
43
INVST
Indiana
$27.7M +$4.12M +92,118 +19%
CIAS
44
CFS Investment Advisory Services
New Jersey
$27.6M +$1.49M +33,243 +6%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$27.6M +$5.71M +127,554 +28%
CW
46
CreativeOne Wealth
Kansas
$27.1M -$11.1M -247,392 -30%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$24.3M +$11.3M +251,970 +95%
SW
48
SteelPeak Wealth
California
$24M +$1.22M +27,302 +6%
SFO
49
Stokes Family Office
Louisiana
$23.9M -$103K -2,306 -0.5%
HFA
50
High Falls Advisors
New York
$23.9M +$5.97M +133,444 +35%

DYNF Hedge Fund Activity: Q2 2024 in Review

391 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlackRock US Equity Factor Rotation ETF (DYNF) for Q2 2024, worth a combined $10B — up 34% from $7.45B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new DYNF positions and 18 closed out — a net gain of 65 holders — while 252 added to existing stakes and 49 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $315M. The largest seller was CreativeOne Wealth, cutting an estimated $11.1M.

  • 391 institutional investors held BlackRock US Equity Factor Rotation ETF (DYNF) as of Q2 2024, up from 330 in Q1 2024.
  • Funds reported $10B of BlackRock US Equity Factor Rotation ETF stock for Q2 2024, up 34% quarter-over-quarter.
  • 83 funds opened new BlackRock US Equity Factor Rotation ETF positions in Q2 2024 and 18 closed out, a net change of +65 holders.
  • The largest BlackRock US Equity Factor Rotation ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $315M added.
  • The largest BlackRock US Equity Factor Rotation ETF seller in Q2 2024 was CreativeOne Wealth, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2024.