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BlackRock US Equity Factor Rotation ETF

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: 82103 (+21)

19% more funds holding

Funds holding: 445528 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
176
Csenge Advisory Group
Florida
$6.54M +$366K +7,120 +6%
FWP
177
Firethorn Wealth Partners
Georgia
$6.5M -$323K -6,267 -5%
BBA
178
Braun-Bostich & Associates
Pennsylvania
$6.46M -$199K -3,870 -3%
SF
179
SWP Financial
California
$6.43M +$6.46M +125,447 New
CWM
180
Centurion Wealth Management
Virginia
$6.38M -$87K -1,690 -1%
MOS
181
MGO One Seven
Ohio
$6.36M -$59K -1,147 -0.9%
FAM
182
Forte Asset Management
New York
$6.34M -$211K -4,093 -3%
ATPW
183
Ashton Thomas Private Wealth
Arizona
$6.3M +$4.83M +93,796 +323%
P
184
&Partners
Tennessee
$6.25M +$478K +9,288 +8%
PFGIA
185
Patriot Financial Group Insurance Agency
Massachusetts
$6.16M +$1.07M +20,750 +21%
SVWG
186
Shared Vision Wealth Group
United States
$6.09M -$101K -1,970 -2%
GWA
187
Genesis Wealth Advisors
Massachusetts
$6.06M +$6.09M +118,331 New
WA
188
Waverly Advisors
Alabama
$6M -$261K -5,069 -4%
SWC
189
Spectrum Wealth Counsel
Indiana
$5.8M +$5.21M +101,200 +851%
SIM
190
Synergy Investment Management
Florida
$5.7M +$5.72M +111,148 New
IA
191
IFP Advisors
Florida
$5.67M +$1.39M +27,015 +32%
ASN
192
Advisory Services Network
Georgia
$5.53M -$367K -7,131 -6%
CIA
193
Concurrent Investment Advisors
Florida
$5.49M +$113K +2,203 +2%
AIA
194
Alternative Investment Advisors
Florida
$5.39M +$5.41M +105,139 New
NCM
195
Northwest Capital Management
Oregon
$5.24M -$265K -5,150 -5%
QPWM
196
Quadrant Private Wealth Management
Pennsylvania
$5.22M +$288K +5,590 +6%
CA
197
CoreCap Advisors
Michigan
$5.21M +$1.25M +24,379 +32%
LWA
198
Lifelong Wealth Advisors
Minnesota
$5.18M +$5.2M +101,074 New
MCM
199
MAI Capital Management
Ohio
$4.92M +$4.95M +96,083 New
LF
200
Lantz Financial
Illinois
$4.86M -$412 -8 -0%

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.