We are live on ! Find out more
DYNF icon

BlackRock US Equity Factor Rotation ETF

557 hedge funds and large institutions have $15.8B invested in BlackRock US Equity Factor Rotation ETF in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 338 increasing their positions, 117 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 117

133% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 33

9% more funds holding in top 10

Funds holding in top 10: 103112 (+9)

9% more capital invested

Capital invested by funds: $14.5B → $15.8B (+$1.27B)

5% more funds holding

Funds holding: 528557 (+29)

2.81% less ownership

Funds ownership: 106.76%103.95% (-2.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $16K

Holders
557
Holders Change
+29
Holders Change %
+5.49%
% of All Funds
7.47%
Holding in Top 10
112
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.74%
% of All Funds
1.5%
New
77
Increased
338
Reduced
117
Closed
33
Calls
Puts
$16K
Net Calls
-$16K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Change in
Stake
JC
26
JB Capital
Connecticut
$104M +$5.34M +103,855 +5%
UCFA
27
United Capital Financial Advisors
Texas
$87.4M -$1.19M -23,155 -1%
MFG
28
Merit Financial Group
Georgia
$86.9M +$64.7M +1,259,180 +241%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$85.7M +$38.7M +753,474 +75%
Stifel Financial
30
Stifel Financial
Missouri
$85.4M +$13.8M +268,387 +18%
AWMS
31
Advocacy Wealth Management Services
Georgia
$79.3M +$16M +311,982 +24%
FWA
32
FORM Wealth Advisors
Wisconsin
$75.7M +$79.8M +1,552,109 New
UBS Group
33
UBS Group
Switzerland
$75.5M +$39M +759,470 +96%
PA
34
Parallel Advisors
California
$71.6M +$5.49M +106,822 +8%
Wells Fargo
35
Wells Fargo
California
$67.2M +$27.8M +541,326 +65%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$64.5M -$250K -4,866 -0.4%
IWC
37
Integrated Wealth Concepts
Massachusetts
$60.6M -$691K -13,450 -1%
EH
38
Equitable Holdings
New York
$60.5M +$45.2M +878,521 +242%
AWM
39
AE Wealth Management
Kansas
$58.7M -$949K -18,468 -2%
APW
40
Austin Private Wealth
Texas
$51.5M +$4.4M +85,522 +9%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$49.3M +$16.1M +313,240 +45%
AG
42
Ascent Group
Virginia
$48.9M +$34.8M +676,684 +207%
SIM
43
Stratos Investment Management
Ohio
$46.3M +$48.8M +948,646 New
Truist Financial
44
Truist Financial
North Carolina
$44.3M +$3.04M +59,152 +7%
AWS
45
Atria Wealth Solutions
New York
$43.3M -$162K -3,148 -0.4%
SHJ
46
Sharkey, Howes & Javer
Colorado
$41.5M +$5.8M +112,787 +15%
SWP
47
Stratos Wealth Partners
Ohio
$40.4M +$9.9M +192,549 +30%
MPW
48
MA Private Wealth
California
$39.7M +$1.68M +32,700 +4%
AI
49
Atria Investments
North Carolina
$39.2M +$995K +19,360 +2%
CW
50
CreativeOne Wealth
Kansas
$39M -$1.92M -37,290 -4%

DYNF Hedge Fund Activity: Q1 2025 in Review

557 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in BlackRock US Equity Factor Rotation ETF (DYNF) for Q1 2025, worth a combined $15.8B — up 8.7% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new DYNF positions and 33 closed out — a net gain of 44 holders — while 338 added to existing stakes and 117 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $189M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $131M.

  • 557 institutional investors held BlackRock US Equity Factor Rotation ETF (DYNF) as of Q1 2025, up from 528 in Q4 2024.
  • Funds reported $15.8B of BlackRock US Equity Factor Rotation ETF stock for Q1 2025, up 8.7% quarter-over-quarter.
  • 77 funds opened new BlackRock US Equity Factor Rotation ETF positions in Q1 2025 and 33 closed out, a net change of +44 holders.
  • The largest BlackRock US Equity Factor Rotation ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $189M added.
  • The largest BlackRock US Equity Factor Rotation ETF seller in Q1 2025 was Envestnet Portfolio Solutions, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2025.