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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
WIM
551
Westside Investment Management
California
$4K +$4.21K +82 New
HBW
552
Hazlett, Burt & Watson
West Virginia
$3K
TC
553
Truvestments Capital
Florida
$2.44K
Russell Investments Group
554
Russell Investments Group
United Kingdom
$2.3K +$925 +18 +62%
S
555
SignatureFD
Georgia
$1.75K +$1.85K +36 New
National Bank of Canada
556
National Bank of Canada
Quebec, Canada
$1.46K
BNP Paribas Financial Markets
557
BNP Paribas Financial Markets
France
$341 +$360 +7 New
Fidelity Investments
558
Fidelity Investments
Massachusetts
$147 -$720 -14 -82%
CFGS
559
Concourse Financial Group Securities
Alabama
-$18.2M -343,279 Closed
WWA
560
WCG Wealth Advisors
Nevada
-$9.27M -180,928 Closed
Renaissance Technologies
561
Renaissance Technologies
New York
-$7.27M -141,900 Closed
IAA
562
Independent Advisor Alliance
North Carolina
-$4.18M -81,606 Closed
BAM
563
Belpointe Asset Management
Nevada
-$930K -19,111 Closed
AWM
564
Axxcess Wealth Management
California
-$927K -18,082 Closed
BOC
565
Blue Oak Capital
California
-$627K -12,229 Closed
ACP
566
Aveo Capital Partners
Colorado
-$561K -10,942 Closed
VWWMG
567
Vermillion & White Wealth Management Group
Pennsylvania
-$546K -10,649 Closed
APW
568
Axim Planning & Wealth
Ohio
-$366K -7,142 Closed
TNB
569
Thomasville National Bank
Georgia
-$262K -5,116 Closed
DWAM
570
Duncan Williams Asset Management
Tennessee
-$260K -5,080 Closed
MG
571
Marex Group
-$256K -5,000 Closed
OCM
572
Objective Capital Management
Ohio
-$234K -4,572 Closed
NCFG
573
New Century Financial Group
New Jersey
-$217K -4,197 Closed
RCAG
574
Rehmann Capital Advisory Group
Michigan
-$205K -3,996 Closed
VA
575
Vident Advisory
Georgia
-$205K -3,993 Closed

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.