DYNF icon

BlackRock US Equity Factor Rotation ETF
DYNF

Overview Fund Activity

388 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 82 funds opening new positions, 250 increasing their positions, 49 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+59
Holders Change %
+17.93%
% of All Funds
5.64%
Holding in Top 10
76
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+43.4%
% of All Funds
1.11%
New
82
Increased
250
Reduced
49
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.01B
2
LPL Financial
LPL Financial
California
$817M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$618M
4
Bank of America
Bank of America
North Carolina
$161M
5
Morgan Stanley
Morgan Stanley
New York
$327M

Top Sellers

1
CW
CreativeOne Wealth
Kansas
$27.1M
2
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$0
3
SWM
Spire Wealth Management
Virginia
$1.42M
4
LNC
Lincoln National Corp
Pennsylvania
$0
5
SAW
Signal Advisors Wealth
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$44.7M +$44.6M +950,777 +85,271%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$44.4M +$2.13M +45,366 +5%
APW
28
Austin Private Wealth
Texas
$40.7M +$4M +85,288 +11%
AI
29
Atria Investments
North Carolina
$39.8M +$2.34M +49,760 +6%
AWS
30
Atria Wealth Solutions
New York
$38.7M +$7.14M +152,030 +23%
SHJ
31
Sharkey, Howes & Javer
Colorado
$38.3M +$28M +596,639 +271%
MC
32
McMorgan & Co
California
$37.6M +$37.6M +801,674 New
Truist Financial
33
Truist Financial
North Carolina
$36M +$4.57M +97,427 +15%
IWA
34
Icon Wealth Advisors
Texas
$34.3M +$7.39M +156,234 +27%
Two Sigma Investments
35
Two Sigma Investments
New York
$33.6M +$33.1M +706,200 +8,212%
HWM
36
Horizon Wealth Management
Illinois
$33.2M +$32.8M +699,687 +8,100%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$33M +$20.9M +445,349 +173%
AIA
38
Alera Investment Advisors
Illinois
$32.1M +$32.1M +683,461 New
US Bancorp
39
US Bancorp
Minnesota
$31.5M -$304K -6,470 -1%
SA
40
Scarborough Advisors
Maryland
$30M +$12.1M +258,529 +68%
HGWM
41
Horst & Graben Wealth Management
Oregon
$29.2M +$2.23M +47,513 +8%
IDA
42
Intelligence Driven Advisers
California
$27.9M +$4.41M +93,872 +19%
I
43
INVST
Indiana
$27.7M +$4.34M +92,118 +19%
CIAS
44
CFS Investment Advisory Services
New Jersey
$27.6M +$1.56M +33,243 +6%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$27.6M +$5.99M +127,554 +28%
CW
46
CreativeOne Wealth
Kansas
$27.1M -$11.6M -247,392 -30%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$24.3M +$11.8M +251,970 +95%
SW
48
SteelPeak Wealth
California
$24M +$1.28M +27,302 +6%
SFO
49
Stokes Family Office
Louisiana
$23.9M -$108K -2,306 -0.5%
HFA
50
High Falls Advisors
New York
$23.9M +$6.26M +133,444 +35%
1
2
3 4 5