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BlackRock US Equity Factor Rotation ETF

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: 82103 (+21)

19% more funds holding

Funds holding: 445528 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$93.1M -$6.27M -121,894 -6%
Stifel Financial
27
Stifel Financial
Missouri
$76M +$4.23M +82,235 +6%
PA
28
Parallel Advisors
California
$69.8M +$4.85M +94,168 +7%
AWMS
29
Advocacy Wealth Management Services
Georgia
$67.3M +$5.08M +98,731 +8%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$64.7M -$1.29M -25,094 -2%
IWC
31
Integrated Wealth Concepts
Massachusetts
$64.3M -$30.4M -591,323 -32%
AWM
32
AE Wealth Management
Kansas
$62.7M +$698K +13,553 +1%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$51.5M +$7.48M +145,383 +17%
APW
34
Austin Private Wealth
Texas
$49.7M +$756K +14,684 +2%
HWM
35
Horizon Wealth Management
Illinois
$47.6M +$8.71M +169,279 +22%
AWS
36
Atria Wealth Solutions
New York
$45.6M +$387K +7,518 +0.9%
Truist Financial
37
Truist Financial
North Carolina
$43.5M +$1.03M +20,043 +2%
Wells Fargo
38
Wells Fargo
California
$42.9M +$42.9M +832,884 +17,457%
CW
39
CreativeOne Wealth
Kansas
$42.9M -$658K -12,778 -2%
UBS Group
40
UBS Group
Switzerland
$40.4M +$39M +757,662 +2,471%
AI
41
Atria Investments
North Carolina
$40.2M -$3.76M -73,057 -9%
MPW
42
MA Private Wealth
California
$40.1M +$612K +11,886 +2%
SHJ
43
Sharkey, Howes & Javer
Colorado
$37.8M -$363K -7,058 -0.9%
MC
44
McMorgan & Co
California
$36.3M -$2.96M -57,549 -8%
IWA
45
Icon Wealth Advisors
Texas
$36.1M -$1.58M -30,612 -4%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$35.8M +$2.42M +46,939 +7%
SA
47
Scarborough Advisors
Maryland
$34.9M -$1.3M -25,200 -4%
HGWM
48
Horst & Graben Wealth Management
Oregon
$32.8M -$62.9K -1,222 -0.2%
US Bancorp
49
US Bancorp
Minnesota
$32.8M -$2.9M -56,371 -8%
SWP
50
Stratos Wealth Partners
Ohio
$32.5M +$24.5M +476,453 +300%

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.