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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
WI
476
Wintrust Investments
Illinois
$81K +$3.4K +66 +4%
OSAM
477
O'Shaughnessy Asset Management
Connecticut
$75.4K +$75.7K +1,471 New
T
478
Tidemark
California
$74.6K -$4.22K -82 -5%
GWM
479
Geneos Wealth Management
Colorado
$62.9K +$44.5K +865 +238%
PA
480
PSI Advisors
Florida
$59K +$59.2K +1,151 New
TF
481
Tompkins Financial
New York
$56.6K +$24.8K +481 +77%
CPG
482
Cornerstone Planning Group
New Jersey
$53.5K -$8.34K -162 -14%
SSB
483
Sandy Spring Bank
Maryland
$53.3K
SWM
484
Sugarloaf Wealth Management
Georgia
$52.6K -$2.83K -55 -5%
RF
485
Roxbury Financial
New Jersey
$45.5K +$44.4K +862 New
GWSG
486
GPS Wealth Strategies Group
Colorado
$42.7K +$42.9K +834 New
BCMLT
487
Beacon Capital Management LLC (Tennessee)
Tennessee
$42.2K -$7.26K -141 -15%
BAM
488
Bellevue Asset Management
Washington
$31.8K +$31.9K +620 New
HIA
489
Harbor Investment Advisory
Maryland
$29.6K
EWM
490
Evermay Wealth Management
Virginia
$28.4K
TSMHT
491
Thurston Springer Miller Herd & Titak
Indiana
$26.6K +$26.7K +519 New
ST
492
Smithfield Trust
Pennsylvania
$24K
VWA
493
VSM Wealth Advisory
Maryland
$21.6K +$21.7K +421 New
CAM
494
Chesapeake Asset Management
New York
$19.8K
Fifth Third Bancorp
495
Fifth Third Bancorp
Ohio
$18.7K
PMFA
496
Plante Moran Financial Advisors
Michigan
$18K +$18.1K +352 New
Bessemer Group
497
Bessemer Group
New Jersey
$16K
PPC
498
Park Place Capital
Alabama
$15.6K
CAL
499
Capital Advisors Ltd
Ohio
$15K
BCM
500
Basso Capital Management
Connecticut
$15K +$15K +292 New

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.