We are live on ! Find out more
DYNF icon

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
IWA
51
Icon Wealth Advisors
Texas
$37.1M +$2.83M +55,122 +8%
MC
52
McMorgan & Co
California
$34.5M -$73.4K -1,428 -0.2%
SA
53
Scarborough Advisors
Maryland
$34.2M +$1.13M +22,055 +3%
FFA
54
Farther Finance Advisors
California
$33.9M +$4.72M +91,917 +15%
CG
55
CFO4Life Group
Texas
$31.9M +$32.6M +634,359 +3,254%
HGWM
56
Horst & Graben Wealth Management
Oregon
$31.6M +$444K +8,633 +1%
US Bancorp
57
US Bancorp
Minnesota
$31.3M +$55.9K +1,088 +0.2%
HWM
58
Horizon Wealth Management
Illinois
$29.7M -$16.3M -318,117 -34%
PCA
59
Prosperity Capital Advisors
Ohio
$29.5M +$2.13M +41,381 +7%
CIAS
60
CFS Investment Advisory Services
New Jersey
$28.8M +$1.17M +22,696 +4%
SFP
61
Shepherd Financial Partners
Massachusetts
$28.5M +$30M +584,390 New
AAS
62
Avantax Advisory Services
Texas
$27.9M +$2.4M +46,694 +9%
SW
63
SteelPeak Wealth
California
$27M +$1.55M +30,165 +6%
SHIM
64
Stone House Investment Management
Pennsylvania
$26.3M +$4.98M +96,891 +22%
TVAMP
65
Tennessee Valley Asset Management Partners
Tennessee
$26M +$1.09M +21,284 +4%
IDA
66
Intelligence Driven Advisers
California
$24.6M +$1.04M +20,228 +4%
WWG
67
West Wealth Group
California
$24.6M +$963K +18,741 +4%
HFA
68
High Falls Advisors
New York
$23.8M +$168K +3,276 +0.7%
IA
69
Integrity Alliance
Iowa
$23M +$4.71M +91,565 +24%
SFO
70
Stokes Family Office
Louisiana
$22.8M -$1.51M -29,284 -6%
Mariner
71
Mariner
Kansas
$22.7M +$1.57M +30,496 +7%
MWP
72
Madison Wealth Partners
Wisconsin
$22.4M +$23.6M +458,924 New
BFG
73
Buttonwood Financial Group
Missouri
$21.9M +$1.29M +25,083 +6%
MFS
74
Madrona Financial Services
Washington
$21.8M +$11.3M +220,817 +97%
GF
75
Gries Financial
Ohio
$21.8M +$3.21M +62,446 +16%

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.