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
SFS
76
Security Financial Services
Indiana
$21.4M +$917K +17,846 +4%
LWM
77
Liberty Wealth Management
California
$21M +$1.24M +24,148 +6%
IWS
78
Insight Wealth Strategies
California
$20.8M +$21.9M +426,495 New
Jones Financial Companies
79
Jones Financial Companies
Missouri
$20.5M +$7.84M +152,510 +57%
CPA
80
Capital Planning Advisors
California
$20.4M -$94.7K -1,842 -0.4%
PAG
81
Private Advisor Group
New Jersey
$20M +$3.28M +63,873 +18%
OWA
82
One Wealth Advisors
California
$20M -$458K -8,908 -2%
KPWS
83
Kestra Private Wealth Services
Texas
$19.4M +$6.08M +118,271 +42%
BCI
84
Brinker Capital Investments
Pennsylvania
$19.4M +$579K +11,268 +3%
OPS
85
Orion Portfolio Solutions
Nebraska
$19.4M +$579K +11,268 +3%
HPA
86
High Probability Advisors
New York
$19.2M +$917K +17,846 +5%
KW
87
KWB Wealth
California
$18.9M +$1.99M +38,795 +12%
PWA
88
Physician Wealth Advisors
Utah
$18.9M +$1.07M +20,746 +6%
WA
89
Wealth Alliance
New York
$18.5M +$1.11M +21,514 +6%
SB
90
Strategic Blueprint
Georgia
$18.4M +$254K +4,943 +1%
CCWA
91
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$18.4M +$19.3M +376,398 New
PWM
92
Perigon Wealth Management
California
$18.1M +$1.19M +23,180 +7%
BTI
93
Blue Trust Inc
Georgia
$18M +$128K +2,485 +0.7%
EL
94
EQ LLC
Washington
$17.9M +$1.94M +37,669 +11%
KFS
95
Kelly Financial Services
Massachusetts
$17.5M +$696K +13,549 +4%
KFGK
96
Keystone Financial Group (Kentucky)
Kentucky
$17.1M +$537K +10,454 +3%
KFSC
97
Keystone Financial Services (Colorado)
Colorado
$17.1M +$233K +4,541 +1%
CWS
98
Cypress Wealth Services
California
$16.9M +$1.41M +27,497 +9%
DA
99
Detalus Advisors
Missouri
$16.9M +$87K +1,692 +0.5%
BDWCC
100
B&D White Capital Company
Texas
$16.7M +$9.81M +190,818 +125%

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.