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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
SL
151
SWMG LLC
Texas
$9.45M -$26.9K -524 -0.3%
BWM
152
BCGM Wealth Management
Indiana
$9.17M +$545K +10,602 +6%
CAM
153
Cobblestone Asset Management
Virginia
$9.1M +$1.14M +22,174 +13%
CA
154
Claro Advisors
Massachusetts
$9.07M +$838K +16,313 +10%
BBWP
155
Beacon Bridge Wealth Partners
Pennsylvania
$8.93M +$577K +11,231 +7%
MWM
156
McNaughton Wealth Management
California
$8.91M +$9.39M +182,752 New
JWBC
157
John W. Brooker & Co
California
$8.88M +$819K +15,943 +10%
VHAM
158
Van Hulzen Asset Management
California
$8.79M +$9.16M +178,160 +8,360%
MW
159
Maia Wealth
Colorado
$8.71M +$150K +2,917 +2%
JE
160
JMAC Enterprises
Pennsylvania
$8.61M +$369K +7,189 +4%
VPP
161
Vertex Planning Partners
Illinois
$8.56M +$346K +6,734 +4%
FFN
162
Focus Financial Network
Minnesota
$8.49M +$526K +10,230 +6%
WC
163
Weil Company
California
$8.37M +$4.59M +89,328 +109%
SWM
164
SigFig Wealth Management
California
$8.27M +$124K +2,405 +1%
CWA
165
Centerline Wealth Advisors
Kentucky
$8.12M -$27.5K -535 -0.3%
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$8.11M +$4.69M +91,335 +122%
MFA
167
Mayflower Financial Advisors
Massachusetts
$8.05M +$279K +5,438 +3%
SW
168
SkyOak Wealth
Michigan
$7.99M -$310K -6,034 -4%
HWM
169
Hobbs Wealth Management
Indiana
$7.62M +$464K +9,033 +6%
CAL
170
Capital Analysts LLC
Pennsylvania
$7.59M +$988K +19,215 +14%
SWC
171
Spectrum Wealth Counsel
Indiana
$7.58M +$2.18M +42,337 +37%
LWA
172
Lineweaver Wealth Advisors
Ohio
$7.53M +$147K +2,859 +2%
SPAS
173
Spectrum Planning & Advisory Services
California
$7.51M +$422K +8,205 +6%
TVM
174
True Vision MN
Minnesota
$7.5M -$9.1K -177 -0.1%
TC
175
TownSquare Capital
Utah
$7.16M -$53.2K -1,035 -0.7%

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.