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BlackRock US Equity Factor Rotation ETF

330 hedge funds and large institutions have $7.45B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q1 according to their latest regulatory filings, with 296 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

29,500% more first-time investments, than exits

New positions opened: 296 | Existing positions closed: 1

7,350% more capital invested

Capital invested by funds: $100M → $7.45B (+$7.35B)

843% more funds holding

Funds holding: 35330 (+295)

271% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 7

87.48% less ownership

Funds ownership: 192%104.53% (-87%)

Holders
330
Holders Change
+295
Holders Change %
+842.86%
% of All Funds
4.75%
Holding in Top 10
53
Holding in Top 10 Change
+53
Holding in Top 10 Change %
% of All Funds
0.76%
New
296
Increased
26
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWG
51
West Wealth Group
California
$14.7M +$13.9M +330,337 New
PWA
52
Physician Wealth Advisors
Utah
$14.4M +$14M +334,276 New
OWA
53
One Wealth Advisors
California
$14.3M +$13.5M +321,201 New
KFS
54
Kelly Financial Services
Massachusetts
$13.9M +$13.1M +313,051 New
Osaic Holdings
55
Osaic Holdings
Arizona
$13.9M +$13.1M +312,438 +74,037%
WA
56
Wealth Alliance
New York
$13.9M +$13.1M +312,547 New
RHP
57
Royal Harbor Partners
Texas
$13.8M +$13.1M +311,501 New
TWM
58
TSA Wealth Management
Texas
$13.8M +$13.1M +311,144 New
CFGS
59
Concourse Financial Group Securities
Alabama
$13.7M +$13M +308,680 New
BFG
60
Buttonwood Financial Group
Missouri
$13.3M +$12.6M +300,199 New
KFSC
61
Keystone Financial Services (Colorado)
Colorado
$13.3M +$12.6M +299,180 New
Mariner
62
Mariner
Kansas
$12.8M +$12.1M +287,567 New
EH
63
Equitable Holdings
New York
$12.7M +$12M +285,165 New
PFG
64
PAX Financial Group
Texas
$12.5M +$6.41M +152,793 +119%
KW
65
KWB Wealth
California
$12.1M +$11.5M +273,185 New
SB
66
Strategic Blueprint
Georgia
$12M +$11.4M +270,551 New
CWS
67
Cypress Wealth Services
California
$12M +$11.3M +270,205 New
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$11.8M +$11.1M +265,601 +128,310%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$11.5M +$8.49M +202,336 +363%
OAP
70
One Advisory Partners
Kansas
$11.5M +$10.8M +257,910 New
TF
71
Trek Financial
Arizona
$11M +$10.4M +248,387 New
Legacy Financial Group (Iowa)
72
Legacy Financial Group (Iowa)
Iowa
$10.9M +$10.3M +245,116 New
DA
73
Detalus Advisors
Missouri
$10.8M +$10.2M +243,861 New
LWM
74
Liberty Wealth Management
California
$10.5M +$9.93M +236,755 New
KFGK
75
Keystone Financial Group (Kentucky)
Kentucky
$10.4M +$9.79M +233,294 New

DYNF Hedge Fund Activity: Q1 2024 in Review

330 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BlackRock US Equity Factor Rotation ETF (DYNF) for Q1 2024, worth a combined $7.45B — up 7,350% from $100M a quarter earlier.

Buyers outnumbered sellers: 296 funds opened new DYNF positions and 1 closed out — a net gain of 295 holders — while 26 added to existing stakes and 7 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $2.39B. The largest seller was Tower Research Capital (TRC), cutting an estimated $459K.

  • 330 institutional investors held BlackRock US Equity Factor Rotation ETF (DYNF) as of Q1 2024, up from 35 in Q4 2023.
  • Funds reported $7.45B of BlackRock US Equity Factor Rotation ETF stock for Q1 2024, up 7,350% quarter-over-quarter.
  • 296 funds opened new BlackRock US Equity Factor Rotation ETF positions in Q1 2024 and 1 closed out, a net change of +295 holders.
  • The largest BlackRock US Equity Factor Rotation ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $2.39B added.
  • The largest BlackRock US Equity Factor Rotation ETF seller in Q1 2024 was Tower Research Capital (TRC), an estimated $459K sold.

Based on aggregated 13F filings for Q1 2024.