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BlackRock US Equity Factor Rotation ETF

391 hedge funds and large institutions have $10B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 252 increasing their positions, 49 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 49

361% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 18

43% more funds holding in top 10

Funds holding in top 10: 5376 (+23)

34% more capital invested

Capital invested by funds: $7.45B → $10B (+$2.57B)

18% more funds holding

Funds holding: 330391 (+61)

0.46% less ownership

Funds ownership: 104.53%104.07% (-0.46%)

Holders
391
Holders Change
+61
Holders Change %
+18.48%
% of All Funds
5.65%
Holding in Top 10
76
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+43.4%
% of All Funds
1.1%
New
83
Increased
252
Reduced
49
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
51
Stone House Investment Management
Pennsylvania
$23.9M +$3.21M +71,695 +16%
TVAMP
52
Tennessee Valley Asset Management Partners
Tennessee
$23.6M +$15.8M +353,190 +235%
BFG
53
Buttonwood Financial Group
Missouri
$22.2M +$7.69M +171,946 +57%
Prudential Financial
54
Prudential Financial
New Jersey
$22.1M +$4.01M +89,614 +24%
PCA
55
Prosperity Capital Advisors
Ohio
$21.3M +$3.92M +87,630 +24%
BCI
56
Brinker Capital Investments
Pennsylvania
$20.9M +$3.99M +89,203 +25%
OPS
57
Orion Portfolio Solutions
Nebraska
$20.9M +$3.99M +89,203 +25%
AAS
58
Avantax Advisory Services
Texas
$20.6M +$4.15M +92,645 +27%
WWG
59
West Wealth Group
California
$20.3M +$4.56M +101,943 +31%
SFS
60
Security Financial Services
Indiana
$20.2M +$3.43M +76,707 +22%
MFG
61
Merit Financial Group
Georgia
$19.2M +$158K +3,540 +0.9%
BTI
62
Blue Trust Inc
Georgia
$18.6M
OWA
63
One Wealth Advisors
California
$18.2M +$3.41M +76,219 +24%
LWM
64
Liberty Wealth Management
California
$17.3M +$31.2M +696,206 +294%
SB
65
Strategic Blueprint
Georgia
$17.1M +$4.18M +93,361 +35%
PWA
66
Physician Wealth Advisors
Utah
$17M +$597K +13,346 +4%
WA
67
Wealth Alliance
New York
$16.8M +$2.02M +45,102 +14%
SXL
68
Summit X LLC
Missouri
$16.6M +$1.01M +22,663 +7%
CFGS
69
Concourse Financial Group Securities
Alabama
$16.3M +$1.7M +37,999 +12%
KFSC
70
Keystone Financial Services (Colorado)
Colorado
$16.2M +$2.1M +46,986 +16%
KFS
71
Kelly Financial Services
Massachusetts
$16.2M +$1.44M +32,218 +10%
DA
72
Detalus Advisors
Missouri
$15.5M +$3.82M +85,373 +35%
AWP
73
Avid Wealth Partners
Texas
$15.1M +$7.21M +161,209 +101%
EH
74
Equitable Holdings
New York
$15.1M +$1.6M +35,736 +13%
Mariner
75
Mariner
Kansas
$14.9M +$1.37M +30,568 +11%

DYNF Hedge Fund Activity: Q2 2024 in Review

391 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlackRock US Equity Factor Rotation ETF (DYNF) for Q2 2024, worth a combined $10B — up 34% from $7.45B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new DYNF positions and 18 closed out — a net gain of 65 holders — while 252 added to existing stakes and 49 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $315M. The largest seller was CreativeOne Wealth, cutting an estimated $11.1M.

  • 391 institutional investors held BlackRock US Equity Factor Rotation ETF (DYNF) as of Q2 2024, up from 330 in Q1 2024.
  • Funds reported $10B of BlackRock US Equity Factor Rotation ETF stock for Q2 2024, up 34% quarter-over-quarter.
  • 83 funds opened new BlackRock US Equity Factor Rotation ETF positions in Q2 2024 and 18 closed out, a net change of +65 holders.
  • The largest BlackRock US Equity Factor Rotation ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $315M added.
  • The largest BlackRock US Equity Factor Rotation ETF seller in Q2 2024 was CreativeOne Wealth, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2024.