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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
BTI
76
Blue Trust Inc
Georgia
$18.8M -$2.29M -44,463 -11%
PWA
77
Physician Wealth Advisors
Utah
$18.8M -$321K -6,241 -2%
EH
78
Equitable Holdings
New York
$18.6M -$195K -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 -$374K -7,275 -2%
PWM
81
Perigon Wealth Management
California
$17.9M +$2.77M +53,838 +18%
PAG
82
Private Advisor Group
New Jersey
$17.8M +$2.43M +47,299 +16%
KFSC
83
Keystone Financial Services (Colorado)
Colorado
$17.7M +$211K +4,105 +1%
DA
84
Detalus Advisors
Missouri
$17.7M -$104K -2,017 -0.6%
KFS
85
Kelly Financial Services
Massachusetts
$17.7M -$53.2K -1,033 -0.3%
KFGK
86
Keystone Financial Group (Kentucky)
Kentucky
$17.4M +$3.61M +70,144 +26%
EL
87
EQ LLC
Washington
$16.9M +$1.53M +29,746 +10%
AG
88
Ascent Group
Virginia
$16.8M +$455K +8,843 +3%
SXL
89
Summit X LLC
Missouri
$16.7M -$637K -12,380 -4%
RHP
90
Royal Harbor Partners
Texas
$16.4M -$40.9K -795 -0.2%
CWS
91
Cypress Wealth Services
California
$16.4M +$611K +11,863 +4%
KW
92
KWB Wealth
California
$16.3M +$374K +7,276 +2%
AWP
93
Avid Wealth Partners
Texas
$16.1M -$890K -17,288 -5%
PFG
94
PAX Financial Group
Texas
$16M +$863K +16,761 +6%
FHB
95
First Hawaiian Bank
Hawaii
$15.9M +$921K +17,889 +6%
OAP
96
One Advisory Partners
Kansas
$15.1M -$450K -8,750 -3%
MA
97
Mutual Advisors
Nebraska
$14.8M +$331K +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 +$2.02M +39,308 +16%
KPWS
100
Kestra Private Wealth Services
Texas
$14.4M +$5.46M +106,059 +61%

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.