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BlackRock US Equity Factor Rotation ETF

600 hedge funds and large institutions have $19.1B invested in BlackRock US Equity Factor Rotation ETF in 2025 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 347 increasing their positions, 146 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more call options, than puts

Call options by funds: $20K | Put options by funds: $2K

167% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 30

138% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 146

21% more capital invested

Capital invested by funds: $15.8B → $19.1B (+$3.37B)

8% more funds holding

Funds holding: 557600 (+43)

6% more funds holding in top 10

Funds holding in top 10: 112119 (+7)

3.47% less ownership

Funds ownership: 103.95%100.48% (-3.5%)

Holders
600
Holders Change
+43
Holders Change %
+7.72%
% of All Funds
7.9%
Holding in Top 10
119
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.25%
% of All Funds
1.57%
New
80
Increased
347
Reduced
146
Closed
30
Calls
$20K
Puts
$2K
Net Calls
+$18K
Net Calls Change
+$34K
Name Holding Trade Value Shares
Change
Change in
Stake
SFO
76
Stokes Family Office
Louisiana
$25.6M +$136K +2,705 +0.6%
LWM
77
Liberty Wealth Management
California
$25M +$1.49M +29,747 +7%
GF
78
Gries Financial
Ohio
$25M +$612K +12,205 +3%
FFA
79
Farther Finance Advisors
California
$24.8M -$11.9M -236,851 -34%
Mariner
80
Mariner
Kansas
$24.3M -$959K -19,110 -4%
SFS
81
Security Financial Services
Indiana
$24.1M +$164K +3,267 +0.7%
EL
82
EQ LLC
Washington
$23.4M +$3.2M +63,826 +17%
IWS
83
Insight Wealth Strategies
California
$23.4M +$195K +3,896 +0.9%
CAL
84
Capital Analysts LLC
Pennsylvania
$23.1M +$13.4M +267,915 +172%
AWS
85
Atria Wealth Solutions
New York
$23M -$23.4M -465,905 -53%
OWA
86
One Wealth Advisors
California
$22.9M +$520K +10,373 +3%
GM
87
GeoWealth Management
Illinois
$22.7M +$19.5M +388,575 +1,350%
HPA
88
High Probability Advisors
New York
$22.6M +$1.1M +21,917 +6%
CPA
89
Capital Planning Advisors
California
$22.5M -$231K -4,611 -1%
PWA
90
Physician Wealth Advisors
Utah
$21.8M +$693K +13,822 +4%
Legacy Financial Group (Iowa)
91
Legacy Financial Group (Iowa)
Iowa
$21.7M +$6.99M +139,285 +54%
AWP
92
Avid Wealth Partners
Texas
$21.7M +$3.07M +61,147 +18%
MAV
93
Mason & Associates (Virginia)
Virginia
$21.4M +$19.7M +393,147 New
WA
94
Wealth Alliance
New York
$21.4M +$699K +13,929 +4%
TFGT
95
TS Financial Group (TSFG)
Illinois
$21.4M +$3.88M +77,270 +25%
SB
96
Strategic Blueprint
Georgia
$21.4M +$792K +15,784 +4%
SXL
97
Summit X LLC
Missouri
$21.2M +$3.26M +64,929 +20%
KAS
98
Kestra Advisory Services
Texas
$21.1M +$3.28M +65,298 +20%
KFS
99
Kelly Financial Services
Massachusetts
$20.4M +$859K +17,116 +5%
CWS
100
Cypress Wealth Services
California
$19.7M +$751K +14,979 +4%

DYNF Hedge Fund Activity: Q2 2025 in Review

600 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in BlackRock US Equity Factor Rotation ETF (DYNF) for Q2 2025, worth a combined $19.1B — up 21% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new DYNF positions and 30 closed out — a net gain of 50 holders — while 347 added to existing stakes and 146 trimmed.

The largest buyer was LPL Financial, adding an estimated $195M. The largest seller was UBS Group, cutting an estimated $41.6M.

  • 600 institutional investors held BlackRock US Equity Factor Rotation ETF (DYNF) as of Q2 2025, up from 557 in Q1 2025.
  • Funds reported $19.1B of BlackRock US Equity Factor Rotation ETF stock for Q2 2025, up 21% quarter-over-quarter.
  • 80 funds opened new BlackRock US Equity Factor Rotation ETF positions in Q2 2025 and 30 closed out, a net change of +50 holders.
  • The largest BlackRock US Equity Factor Rotation ETF buyer in Q2 2025 was LPL Financial, an estimated $195M added.
  • The largest BlackRock US Equity Factor Rotation ETF seller in Q2 2025 was UBS Group, an estimated $41.6M sold.

Based on aggregated 13F filings for Q2 2025.