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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
BBA
151
Braun-Bostich & Associates
Pennsylvania
$2.79M +$2.63M +62,781 New
SWP
152
Stratos Wealth Partners
Ohio
$2.78M +$2.63M +62,579 New
MFA
153
Millington Financial Advisors
Illinois
$2.77M +$2.61M +62,308 New
HSBC Holdings
154
HSBC Holdings
United Kingdom
$2.73M +$1.62M +38,541 +168%
SAW
155
Signal Advisors Wealth
Michigan
$2.66M +$2.51M +59,807 New
IA
156
IFG Advisory
Georgia
$2.65M +$2.51M +59,759 New
GWP
157
Gateway Wealth Partners
Wisconsin
$2.61M +$2.47M +58,796 New
QPWM
158
Quadrant Private Wealth Management
Pennsylvania
$2.58M +$2.43M +57,999 New
MWM
159
Maripau Wealth Management
Indiana
$2.57M +$2.43M +57,887 New
VWM
160
Venturi Wealth Management
Texas
$2.57M +$2.43M +57,834 New
KCM
161
KM Capital Management
Texas
$2.56M -$139K -3,312 -5%
BIG
162
Bush Investment Group
Georgia
$2.51M +$1.22M +29,184 +106%
VCP
163
Verus Capital Partners
Arizona
$2.51M +$2.37M +56,592 New
FHA
164
Flagship Harbor Advisors
Massachusetts
$2.46M +$2.33M +55,434 New
FHB
165
First Hawaiian Bank
Hawaii
$2.42M +$2.28M +54,455 New
MWM
166
Mosley Wealth Management
California
$2.41M +$2.28M +54,258 New
TCA
167
Transcend Capital Advisors
New Jersey
$2.36M +$2.23M +53,245 New
TPWA
168
Twin Peaks Wealth Advisors
California
$2.34M +$2.21M +52,763 New
JWBC
169
John W. Brooker & Co
California
$2.34M +$2.21M +52,752 New
CA
170
Claro Advisors
Massachusetts
$2.27M +$2.14M +51,056 New
WP
171
WealthPLAN Partners
Nebraska
$2.25M +$2.12M +50,588 New
AF
172
Advisornet Financial
Minnesota
$2.19M +$2.07M +49,232 New
CAM
173
Concorde Asset Management
Michigan
$2.11M +$2M +47,602 New
ICP
174
Interchange Capital Partners
Pennsylvania
$2.08M +$1.86M +44,252 New
AA
175
Ancora Advisors
Ohio
$2.03M +$1.92M +45,787 New
5 6
7
8 9

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.