DYNF icon

BlackRock US Equity Factor Rotation ETF
DYNF

Overview Fund Activity

519 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 108 funds opening new positions, 227 increasing their positions, 159 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+77
Holders Change %
+17.42%
% of All Funds
6.91%
Holding in Top 10
101
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+23.17%
% of All Funds
1.34%
New
108
Increased
227
Reduced
159
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$1.29B
2
DWM
Dynasty Wealth Management
Florida
$245M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$894M
4
Ameriprise
Ameriprise
Minnesota
$222M
5
Morgan Stanley
Morgan Stanley
New York
$427M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.33B
2
IWC
Integrated Wealth Concepts
Massachusetts
$64.3M
3
Prudential Financial
Prudential Financial
New Jersey
$0
4
BlackRock
BlackRock
New York
$844M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$432M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
76
Blue Trust Inc
Georgia
$18.8M -$2.28M -44,463 -11%
PWA
77
Physician Wealth Advisors
Utah
$18.8M -$320K -6,241 -2%
EH
78
Equitable Holdings
New York
$18.6M -$194K -3,784 -1%
WA
79
Wealth Alliance
New York
$18.3M -$172K -3,348 -0.9%
CFGS
80
Concourse Financial Group Securities
Alabama
$18.2M -$386K -7,275 -2%
PWM
81
Perigon Wealth Management
California
$17.9M +$2.78M +53,838 +18%
PAG
82
Private Advisor Group
New Jersey
$17.8M +$2.42M +47,299 +16%
KFSC
83
Keystone Financial Services (Colorado)
Colorado
$17.7M +$210K +4,105 +1%
DA
84
Detalus Advisors
Missouri
$17.7M -$103K -2,017 -0.6%
KFS
85
Kelly Financial Services
Massachusetts
$17.7M -$52.9K -1,033 -0.3%
KFGK
86
Keystone Financial Group (Kentucky)
Kentucky
$17.4M +$3.59M +70,144 +26%
EL
87
EQ LLC
Washington
$16.9M +$1.52M +29,746 +10%
AG
88
Ascent Group
Virginia
$16.8M +$453K +8,843 +3%
SXL
89
Summit X LLC
Missouri
$16.7M -$634K -12,380 -4%
RHP
90
Royal Harbor Partners
Texas
$16.4M -$40.7K -795 -0.2%
CWS
91
Cypress Wealth Services
California
$16.4M +$608K +11,863 +4%
KW
92
KWB Wealth
California
$16.3M +$360K +7,276 +2%
AWP
93
Avid Wealth Partners
Texas
$16.1M -$886K -17,288 -5%
PFG
94
PAX Financial Group
Texas
$16M +$859K +16,761 +6%
FHB
95
First Hawaiian Bank
Hawaii
$15.9M +$917K +17,889 +6%
OAP
96
One Advisory Partners
Kansas
$15.1M -$448K -8,750 -3%
MA
97
Mutual Advisors
Nebraska
$14.8M +$332K +6,422 +2%
TFGT
98
TS Financial Group (TSFG)
Illinois
$14.7M +$1.08M +20,997 +8%
UWPG
99
Ullmann Wealth Partners Group
Florida
$14.4M +$2.01M +39,308 +16%
KPWS
100
Kestra Private Wealth Services
Texas
$14.4M +$5.44M +106,059 +61%
2 3
4
5 6