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BlackRock US Equity Factor Rotation ETF
DYNF

528 hedge funds and large institutions have $14.5B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 229 increasing their positions, 160 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 22

43% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 160

26% more funds holding in top 10

Funds holding in top 10: 82 → 103 (+21)

19% more funds holding

Funds holding: 445 → 528 (+83)

15% more capital invested

Capital invested by funds: $12.6B → $14.5B (+$1.94B)

2.14% more ownership

Funds ownership: 104.62% → 106.76% (+2.1%)

Holders
528
Holders Change
+83
Holders Change %
+18.65%
% of All Funds
6.95%
Holding in Top 10
103
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+25.61%
% of All Funds
1.36%
New
113
Increased
229
Reduced
160
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$252M
2
DWM
Dynasty Wealth Management
Florida
+$246M
3
JP Morgan Chase
JP Morgan Chase
New York
+$196M
4
Ameriprise
Ameriprise
Minnesota
+$143M
5
Morgan Stanley
Morgan Stanley
New York
+$45.7M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$59.5M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$30.4M
3
Prudential Financial
Prudential Financial
New Jersey
-$23.5M
4
BlackRock
BlackRock
New York
-$22.4M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$21.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
151
B. Riley Wealth Advisors
Florida
$8.18M -$6.77M -131,468 -45%
MFA
152
Mayflower Financial Advisors
Massachusetts
$8.18M +$314K +6,101 +4%
TVM
153
True Vision MN
Minnesota
$7.89M -$279K -5,411 -3%
BDWCC
154
B&D White Capital Company
Texas
$7.81M +$3.42M +66,375 +77%
LWA
155
Lineweaver Wealth Advisors
Ohio
$7.77M +$11.1K +216 +0.1%
TC
156
TownSquare Capital
Utah
$7.58M -$373K -7,248 -5%
HWM
157
Hobbs Wealth Management
Indiana
$7.55M +$7.58M +147,227 New
SPAS
158
Spectrum Planning & Advisory Services
California
$7.47M +$327K +6,346 +5%
LGW
159
Leslie Global Wealth
Illinois
$7.44M +$7.48M +145,251 New
UW
160
Unique Wealth
Florida
$7.37M +$3.23M +62,821 +78%
OWCM
161
One Wealth Capital Management
Arizona
$7.35M +$7.38M +143,441 New
Renaissance Technologies
162
Renaissance Technologies
New York
$7.27M +$3.87M +75,200 +113%
MCM
163
M1 Capital Management
Michigan
$7.22M +$7.25M +140,926 New
USCWA
164
U.S. Capital Wealth Advisors
Texas
$7.21M -$292K -5,681 -4%
GWP
165
Gen-Wealth Partners
Michigan
$7.17M +$123K +2,389 +2%
Cerity Partners
166
Cerity Partners
New York
$7.12M +$7.15M +139,008 New
EFG
167
Ehrlich Financial Group
California
$7.06M -$93K -1,806 -1%
CF
168
Collier Financial
Colorado
$7M +$7.03M +136,648 New
CAL
169
Capital Analysts LLC
Pennsylvania
$7M +$416K +8,077 +6%
PS
170
Principal Securities
Iowa
$7M +$3.62M +70,416 +107%
TWM
171
Tradition Wealth Management
Minnesota
$6.96M +$692K +13,444 +11%
CWM
172
Certus Wealth Management
California
$6.93M +$288K +5,601 +4%
SWA
173
Stratos Wealth Advisors
Ohio
$6.77M +$545K +10,591 +9%
MWS
174
Maxwell Wealth Strategies
California
$6.7M +$364K +7,081 +6%
ATS
175
Ashton Thomas Securities
New York
$6.63M -$223K -4,340 -3%
5 6
7
8 9

DYNF Hedge Fund Activity: Q4 2024 in Review

528 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock US Equity Factor Rotation ETF (DYNF) for Q4 2024, worth a combined $14.5B — up 15% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new DYNF positions and 22 closed out — a net gain of 91 holders — while 229 added to existing stakes and 160 trimmed.

The largest buyer was LPL Financial, adding an estimated $252M. The largest seller was Envestnet Asset Management, cutting an estimated $59.5M.

  • 528 institutional investors held BlackRock US Equity Factor Rotation ETF (DYNF) as of Q4 2024, up from 445 in Q3 2024.
  • Funds reported $14.5B of BlackRock US Equity Factor Rotation ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 113 funds opened new BlackRock US Equity Factor Rotation ETF positions in Q4 2024 and 22 closed out, a net change of +91 holders.
  • The largest BlackRock US Equity Factor Rotation ETF buyer in Q4 2024 was LPL Financial, an estimated $252M added.
  • The largest BlackRock US Equity Factor Rotation ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $59.5M sold.

Based on aggregated 13F filings for Q4 2024.