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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
FFA
51
Farther Finance Advisors
California
$30.8M +$11.3M +219,342 +58%
CIAS
52
CFS Investment Advisory Services
New Jersey
$29.1M -$1.39M -27,025 -5%
PCA
53
Prosperity Capital Advisors
Ohio
$28.8M +$2.97M +57,628 +11%
AAS
54
Avantax Advisory Services
Texas
$27M +$2.28M +44,315 +9%
SW
55
SteelPeak Wealth
California
$26.8M -$877K -17,042 -3%
MFG
56
Merit Financial Group
Georgia
$26.8M +$17.2M +333,665 +176%
TVAMP
57
Tennessee Valley Asset Management Partners
Tennessee
$26.2M -$404K -7,853 -2%
SFO
58
Stokes Family Office
Louisiana
$25.5M -$1.32M -25,638 -5%
IDA
59
Intelligence Driven Advisers
California
$24.9M -$7.52M -146,183 -23%
HFA
60
High Falls Advisors
New York
$24.8M -$1.35M -26,147 -5%
WWG
61
West Wealth Group
California
$24.8M +$1.39M +27,049 +6%
BFG
62
Buttonwood Financial Group
Missouri
$24.1M -$983K -19,101 -4%
SHIM
63
Stone House Investment Management
Pennsylvania
$22.7M -$4.11M -79,882 -15%
Mariner
64
Mariner
Kansas
$22.3M +$4.58M +88,922 +26%
SFS
65
Security Financial Services
Indiana
$21.6M -$889K -17,265 -4%
CPA
66
Capital Planning Advisors
California
$21.5M +$3.73M +72,519 +21%
OWA
67
One Wealth Advisors
California
$21.4M +$596K +11,575 +3%
LWM
68
Liberty Wealth Management
California
$20.8M +$463K +8,999 +2%
I
69
INVST
Indiana
$20.4M -$333K -6,469 -2%
BCI
70
Brinker Capital Investments
Pennsylvania
$19.8M -$2.38M -46,265 -11%
OPS
71
Orion Portfolio Solutions
Nebraska
$19.8M -$2.38M -46,265 -11%
GF
72
Gries Financial
Ohio
$19.7M +$1.7M +33,037 +9%
IA
73
Integrity Alliance
Iowa
$19.5M +$19.6M +380,221 New
HPA
74
High Probability Advisors
New York
$19.2M +$1.52M +29,521 +9%
SB
75
Strategic Blueprint
Georgia
$19M -$156K -3,027 -0.8%

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.