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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
AWP
101
Avid Wealth Partners
Texas
$16.4M +$1.14M +22,184 +7%
PFG
102
PAX Financial Group
Texas
$16.2M +$1.03M +20,115 +6%
PIA
103
Perennial Investment Advisors
California
$16M +$5.97M +116,181 +55%
SXL
104
Summit X LLC
Missouri
$15.8M -$69.7K -1,357 -0.4%
KAS
105
Kestra Advisory Services
Texas
$15.7M +$3.83M +74,538 +30%
FHB
106
First Hawaiian Bank
Hawaii
$15.7M +$591K +11,496 +4%
MCM
107
MAI Capital Management
Ohio
$15.4M +$11.3M +220,183 +229%
TFGT
108
TS Financial Group (TSFG)
Illinois
$15.4M +$1.49M +28,932 +10%
TF
109
Trek Financial
Arizona
$15.3M +$3.14M +61,121 +24%
MCA
110
Midwest Capital Advisors
Michigan
$15.3M +$1.91M +37,223 +13%
RHP
111
Royal Harbor Partners
Texas
$15.2M -$496K -9,648 -3%
OAP
112
One Advisory Partners
Kansas
$15M +$640K +12,449 +4%
MA
113
Mutual Advisors
Nebraska
$14.9M +$1.17M +22,770 +8%
BCM
114
Brookstone Capital Management
Illinois
$14.8M +$1.34M +26,114 +9%
FLA
115
Financial Life Advisors
Texas
$14.6M +$1.98M +38,489 +15%
UWPG
116
Ullmann Wealth Partners Group
Florida
$14.6M +$932K +18,139 +6%
VAS
117
Vestmark Advisory Solutions
Massachusetts
$14.2M +$15M +292,115 New
RCG
118
Regatta Capital Group
California
$14.1M +$470K +9,140 +3%
BFG
119
Beacon Financial Group
Texas
$14M +$1.92M +37,295 +15%
TWM
120
TSA Wealth Management
Texas
$13.8M +$231K +4,503 +2%
USCWA
121
U.S. Capital Wealth Advisors
Texas
$13.3M +$6.81M +132,581 +94%
UW
122
Unique Wealth
Florida
$13.3M +$6.61M +128,703 +89%
SP
123
Stonebrook Private
Michigan
$13.1M +$148K +2,876 +1%
SWP
124
ShoreHaven Wealth Partners
New Jersey
$13M +$1.4M +27,241 +11%
VA
125
VestGen Advisors
Illinois
$12.7M +$13.4M +260,145 New

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.