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BlackRock US Equity Factor Rotation ETF
DYNF

330 hedge funds and large institutions have $7.45B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q1 according to their latest regulatory filings, with 296 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

29,500% more first-time investments, than exits

New positions opened: 296 | Existing positions closed: 1

7,350% more capital invested

Capital invested by funds: $100M → $7.45B (+$7.35B)

843% more funds holding

Funds holding: 35 → 330 (+295)

271% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 7

87.48% less ownership

Funds ownership: 192% → 104.53% (-87%)

Holders
330
Holders Change
+295
Holders Change %
+842.86%
% of All Funds
4.75%
Holding in Top 10
53
Holding in Top 10 Change
+53
Holding in Top 10 Change %
% of All Funds
0.76%
New
296
Increased
26
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.39B
2
LPL Financial
LPL Financial
California
+$559M
3
JP Morgan Chase
JP Morgan Chase
New York
+$390M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$358M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$315M

Top Sellers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
-$459K
2
SAM
Synergy Asset Management
Washington
-$271K
3
FFG
Foundry Financial Group
New Hampshire
-$249K
4
KCM
KM Capital Management
Texas
-$139K
5
RPGK
Retirement Planning Group (Kansas)
Kansas
-$82.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
126
Ehrlich Financial Group
California
$4.57M +$4.32M +103,025 New
KAS
127
Kestra Advisory Services
Texas
$4.55M +$4.3M +102,467 New
SVWG
128
Shared Vision Wealth Group
United States
$4.54M +$4.29M +102,218 New
BBWP
129
Beacon Bridge Wealth Partners
Pennsylvania
$4.3M +$4.07M +96,894 New
FWP
130
Firethorn Wealth Partners
Georgia
$4.26M +$4.03M +96,030 New
GWP
131
Gen-Wealth Partners
Michigan
$4.22M +$3.99M +95,056 New
CWM
132
Centurion Wealth Management
Virginia
$4.19M +$3.96M +94,269 New
SWA
133
Stratos Wealth Advisors
Ohio
$4.18M +$3.95M +94,202 New
HPM
134
Hoxton Planning & Management
West Virginia
$4.06M +$3.83M +91,351 New
LF
135
Lantz Financial
Illinois
$3.86M +$3.64M +86,849 New
CAG
136
Csenge Advisory Group
Florida
$3.78M +$3.57M +85,033 New
ASN
137
Advisory Services Network
Georgia
$3.73M +$3.52M +83,963 New
Baird Financial Group
138
Baird Financial Group
Wisconsin
$3.71M +$3.51M +83,638 New
HI
139
Harbour Investments
Wisconsin
$3.56M +$3.36M +80,085 New
Goldman Sachs
140
Goldman Sachs
New York
$3.53M +$3.34M +79,530 New
AWE
141
Avidian Wealth Enterprises
Texas
$3.46M +$3.27M +77,889 New
ACA
142
Aptus Capital Advisors
Alabama
$3.42M +$3.23M +77,046 New
FEG
143
Financial Enhancement Group
Indiana
$3.34M +$3.2M +76,194 New
DAM
144
Derbend Asset Management
Georgia
$3.29M +$3.11M +74,077 New
LNC
145
Lincoln National Corp
Pennsylvania
$3.2M +$3.02M +72,036 New
RJA
146
Raymond James & Associates
Florida
$3.19M +$3.02M +71,884 New
PFGIA
147
Patriot Financial Group Insurance Agency
Massachusetts
$3.12M +$2.95M +70,368 New
BWM
148
BlackDiamond Wealth Management
New York
$3.09M +$1.16M +27,697 +66%
MIS
149
Morningstar Investment Services
Illinois
$2.98M +$2.81M +67,086 New
UWPG
150
Ullmann Wealth Partners Group
Florida
$2.95M +$2.79M +66,430 New
4 5
6
7 8

DYNF Hedge Fund Activity: Q1 2024 in Review

330 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BlackRock US Equity Factor Rotation ETF (DYNF) for Q1 2024, worth a combined $7.45B — up 7,350% from $100M a quarter earlier.

Buyers outnumbered sellers: 296 funds opened new DYNF positions and 1 closed out — a net gain of 295 holders — while 26 added to existing stakes and 7 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $2.39B. The largest seller was Tower Research Capital (TRC), cutting an estimated $459K.

  • 330 institutional investors held BlackRock US Equity Factor Rotation ETF (DYNF) as of Q1 2024, up from 35 in Q4 2023.
  • Funds reported $7.45B of BlackRock US Equity Factor Rotation ETF stock for Q1 2024, up 7,350% quarter-over-quarter.
  • 296 funds opened new BlackRock US Equity Factor Rotation ETF positions in Q1 2024 and 1 closed out, a net change of +295 holders.
  • The largest BlackRock US Equity Factor Rotation ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $2.39B added.
  • The largest BlackRock US Equity Factor Rotation ETF seller in Q1 2024 was Tower Research Capital (TRC), an estimated $459K sold.

Based on aggregated 13F filings for Q1 2024.