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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
CIA
201
Concurrent Investment Advisors
Florida
$1.38M +$1.3M +31,004 New
MOS
202
MGO One Seven
Ohio
$1.36M +$690K +16,450 +115%
AWM
203
Apollon Wealth Management
South Carolina
$1.32M +$1.25M +29,678 New
FEM
204
Fulcrum Equity Management
Texas
$1.31M -$17.3K -413 -1%
SFG
205
Sovereign Financial Group
Connecticut
$1.28M +$1.21M +28,896 New
D
206
Dentgroup
Louisiana
$1.28M +$1.21M +28,734 New
RPGK
207
Retirement Planning Group (Kansas)
Kansas
$1.27M -$82.3K -1,961 -6%
SFS
208
Sowell Financial Services
Arkansas
$1.25M +$1.19M +28,262 New
NL
209
NWAM LLC
Washington
$1.2M +$1.15M +27,349 New
AWM
210
Aspire Wealth Management
Massachusetts
$1.17M +$1.1M +26,302 New
HIM
211
Hanlon Investment Management
New Jersey
$1.14M +$1.08M +25,652 New
CA
212
CoreCap Advisors
Michigan
$1.12M +$1.06M +25,152 New
PA
213
PFG Advisors
Arizona
$1.11M +$1.05M +25,063 New
ACM
214
Absolute Capital Management
Pennsylvania
$1.07M +$1.02M +24,202 New
AWA
215
Arete Wealth Advisors
Illinois
$1.05M +$997K +23,758 New
FHC
216
First Heartland Consultants
Missouri
$1.01M +$956K +22,790 New
HKIMG
217
Hutchens & Kramer Investment Management Group
Indiana
$1.01M +$953K +22,724 New
WWA
218
WCG Wealth Advisors
Nevada
$939K +$887K +21,138 New
APC
219
Aspire Private Capital
North Carolina
$934K +$882K +21,031 New
SPC
220
Sigma Planning Corp
Michigan
$873K +$825K +19,661 New
MA
221
MKT Advisors
California
$839K +$801K +19,100 New
RIM
222
Redwood Investment Management
Arizona
$839K +$793K +18,899 New
BFA
223
Beacon Financial Advisory
Ohio
$770K +$727K +17,334 New
SFA
224
Semmax Financial Advisors
North Carolina
$719K +$568K +13,549 +505%
UAG
225
United Advisor Group
Ohio
$717K +$677K +16,146 New
7 8
9
10 11

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.