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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
KG
126
Kilter Group
New York
$12.6M +$537K +10,445 +4%
Legacy Financial Group (Iowa)
127
Legacy Financial Group (Iowa)
Iowa
$12.6M +$54K +1,051 +0.4%
SPIA
128
Steward Partners Investment Advisory
New York
$12.3M +$754K +14,665 +6%
Kayne Anderson Rudnick Investment Management
129
Kayne Anderson Rudnick Investment Management
California
$12.3M +$8.46M +164,517 +189%
ST
130
Spinnaker Trust
Maine
$12.1M +$1.6M +31,083 +14%
SL
131
Sentinus LLC
Illinois
$12M +$865K +16,824 +7%
I
132
INVST
Indiana
$11.6M -$8.27M -160,854 -40%
WWM
133
WJ Wealth Management
Arizona
$11.3M -$181K -3,529 -1%
BHWM
134
Bay Harbor Wealth Management
Maryland
$11.2M +$805K +15,657 +7%
HighTower Advisors
135
HighTower Advisors
Illinois
$11.2M +$3.46M +67,402 +42%
SCA
136
Snowden Capital Advisors
New York
$11M +$764K +14,859 +7%
WP
137
WealthShield Partners
North Carolina
$10.9M +$20.3K +394 +0.2%
TWP
138
Triad Wealth Partners
Kansas
$10.9M +$1.94M +37,794 +20%
EIA
139
Eldridge Investment Advisors
New Hampshire
$10.6M +$7.01M +136,468 +170%
WPW
140
Watershed Private Wealth
Illinois
$10.4M +$411K +7,992 +4%
AssetMark Inc
141
AssetMark Inc
California
$10.4M +$663K +12,892 +6%
AWM
142
Apollon Wealth Management
South Carolina
$10.1M +$6.79M +132,059 +174%
KWM
143
Keebeck Wealth Management
Illinois
$10.1M +$1.91M +37,240 +22%
AA
144
Ancora Advisors
Ohio
$10M -$733K -14,263 -6%
RIA
145
Regal Investment Advisors
Michigan
$9.93M +$423K +8,223 +4%
FHA
146
First Horizon Advisors
Tennessee
$9.89M +$645K +12,543 +7%
SWM
147
Scissortail Wealth Management
Oklahoma
$9.88M -$80.3K -1,562 -0.8%
PAMG
148
Patton Albertson Miller Group
Tennessee
$9.56M +$5.59M +108,693 +124%
SA
149
Sovran Advisors
California
$9.55M +$564K +10,981 +6%
AAS
150
Ameritas Advisory Services
Nebraska
$9.47M -$1.2M -23,423 -11%

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.