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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
FRA
176
FFG Retirement Advisors
Colorado
$2M +$1.89M +45,046 New
CRI
177
Commonwealth Retirement Investments
Virginia
$2M +$1.89M +44,954 New
KV
178
Kickstand Ventures
New York
$1.98M +$1.87M +44,538 New
CWM
179
Certus Wealth Management
California
$1.93M +$1.86M +44,400 New
CAL
180
Capital Analysts LLC
Pennsylvania
$1.92M +$1.82M +43,307 New
TPWA
181
TRUE Private Wealth Advisors
Oregon
$1.88M +$1.78M +42,436 New
Jane Street
182
Jane Street
New York
$1.88M +$1.77M +42,306 New
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$1.88M +$1.77M +42,277 New
IA
184
IFP Advisors
Florida
$1.87M +$1.77M +42,138 New
RSWM
185
Robertson Stephens Wealth Management
California
$1.84M +$1.74M +41,552 New
CCFM
186
Clear Creek Financial Management
Washington
$1.79M +$1.69M +40,261 New
DAS
187
Diversify Advisory Services
Utah
$1.77M +$1.68M +39,963 New
Susquehanna International Group
188
Susquehanna International Group
Pennsylvania
$1.74M +$1.65M +39,225 New
RFP
189
RCS Financial Planning
Maryland
$1.71M +$1.61M +38,455 New
CC
190
Copperleaf Capital
North Carolina
$1.62M +$1.53M +36,526 New
RCM
191
Raleigh Capital Management
North Carolina
$1.6M +$1.51M +36,082 New
BWA
192
BCU Wealth Advisors
Illinois
$1.6M +$1.51M +35,970 New
SP
193
Stonebrook Private
Michigan
$1.58M +$1.49M +35,627 New
LIA
194
LifePlan Investment Advisors
North Carolina
$1.56M +$1.48M +35,205 New
TF
195
Theory Financial
Colorado
$1.53M +$1.44M +34,437 New
SPI
196
Sutton Place Investors
New York
$1.51M +$1.43M +34,059 New
FAIM
197
Financial Advocates Investment Management
Washington
$1.5M +$1.42M +33,821 New
CWA
198
Clearview Wealth Advisors
Oregon
$1.4M +$1.33M +31,625 New
BFEC
199
Benjamin F. Edwards & Company
Missouri
$1.39M +$1.32M +31,356 New
WAL
200
W Advisors LLC
Tennessee
$1.39M +$1.31M +31,326 New
6 7
8
9 10

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.