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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
RFG
501
REAP Financial Group
Texas
$140K -$22.4K -435 -13%
CF
502
Collier Financial
Colorado
$126K -$6.89M -134,059 -98%
AT
503
Arlington Trust
Alabama
$119K
Q1WB
504
Quest 10 Wealth Builders
Virginia
$113K +$16.4K +320 +16%
CPG
505
Cornerstone Planning Group
New Jersey
$106K +$63.7K +1,240 +121%
GWM
506
Geneos Wealth Management
Colorado
$106K +$48.4K +942 +77%
NS
507
NBC Securities
Alabama
$95K +$100K +1,948 +194,800%
HNB
508
Huntington National Bank
Ohio
$94.8K
AWM
509
Abound Wealth Management
Tennessee
$73.4K +$76.4K +1,486 +7,821%
T
510
Tidemark
California
$70.1K -$874 -17 -1%
PA
511
PSI Advisors
Florida
$67.9K +$12.4K +242 +21%
TF
512
Tompkins Financial
New York
$53.9K
MPWT
513
MassMutual Private Wealth & Trust
Connecticut
$52.9K +$55.7K +1,084 New
SSB
514
Sandy Spring Bank
Maryland
$50.7K
CJH
515
Christopher J. Hasenberg
Wisconsin
$48.4K +$50.8K +989 New
GWSG
516
GPS Wealth Strategies Group
Colorado
$40.8K +$154 +3 +0.4%
BCMLT
517
Beacon Capital Management LLC (Tennessee)
Tennessee
$40.2K
OWA
518
Opal Wealth Advisors
New York
$38.4K +$40.4K +787 New
MMCM
519
Murphy & Mullick Capital Management
New York
$37.4K +$39.5K +768 New
CA
520
Clearstead Advisors
Ohio
$37.2K +$39.2K +762 New
IWM
521
IMG Wealth Management
Florida
$35.5K +$37.4K +728 New
Bessemer Group
522
Bessemer Group
New Jersey
$30K +$15.9K +309 +101%
EWM
523
Evermay Wealth Management
Virginia
$27K
HT
524
Headlands Technologies
Illinois
$26.5K +$28K +544 New
HIA
525
Harbor Investment Advisory
Maryland
$26.5K -$1.75K -34 -6%

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.