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BlackRock US Equity Factor Rotation ETF
DYNF

391 hedge funds and large institutions have $10B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 252 increasing their positions, 49 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 49

361% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 18

43% more funds holding in top 10

Funds holding in top 10: 53 → 76 (+23)

34% more capital invested

Capital invested by funds: $7.45B → $10B (+$2.57B)

18% more funds holding

Funds holding: 330 → 391 (+61)

0.46% less ownership

Funds ownership: 104.53% → 104.07% (-0.46%)

Holders
391
Holders Change
+61
Holders Change %
+18.48%
% of All Funds
5.65%
Holding in Top 10
76
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+43.4%
% of All Funds
1.1%
New
83
Increased
252
Reduced
49
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$315M
2
LPL Financial
LPL Financial
California
+$181M
3
JP Morgan Chase
JP Morgan Chase
New York
+$169M
4
Bank of America
Bank of America
North Carolina
+$153M
5
Morgan Stanley
Morgan Stanley
New York
+$64.4M

Top Sellers

Rank Fund Capital Flow
1
CW
CreativeOne Wealth
Kansas
-$11.1M
2
KFGK
Keystone Financial Group (Kentucky)
Kentucky
-$10.4M
3
SWM
Spire Wealth Management
Virginia
-$3.51M
4
LNC
Lincoln National Corp
Pennsylvania
-$3.2M
5
SAW
Signal Advisors Wealth
Michigan
-$2.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
201
WealthGarden F.S.
California
$2.6M +$2.48M +55,488 New
VWM
202
Venturi Wealth Management
Texas
$2.58M -$132K -2,944 -5%
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$2.57M +$563K +12,574 +30%
BFEC
204
Benjamin F. Edwards & Company
Missouri
$2.54M +$1.02M +22,701 +72%
CAM
205
Concorde Asset Management
Michigan
$2.52M +$272K +6,075 +13%
FAIM
206
Financial Advocates Investment Management
Washington
$2.48M +$850K +19,007 +56%
WP
207
WealthPLAN Partners
Nebraska
$2.46M +$78.3K +1,751 +3%
RIM
208
Redwood Investment Management
Arizona
$2.43M +$1.47M +32,854 +174%
RW
209
Regimen Wealth
Georgia
$2.42M +$2.31M +51,626 New
RFP
210
RCS Financial Planning
Maryland
$2.42M +$587K +13,117 +34%
ICP
211
Interchange Capital Partners
Pennsylvania
$2.31M +$221K +4,938 +11%
FW
212
FullCircle Wealth
Texas
$2.29M +$2.21M +49,288 New
AWM
213
Apollon Wealth Management
South Carolina
$2.28M +$843K +18,847 +64%
CA
214
CoreCap Advisors
Michigan
$2.27M +$1.04M +23,287 +93%
CRI
215
Commonwealth Retirement Investments
Virginia
$2.27M +$155K +3,473 +8%
WC
216
Weil Company
California
$2.17M +$1.55M +34,659 +300%
WFA
217
Wells Financial Advisors
Massachusetts
$2.11M +$2.01M +44,895 New
JWA
218
JFS Wealth Advisors
Pennsylvania
$2.01M +$1.92M +42,886 New
CCFM
219
Clear Creek Financial Management
Washington
$1.96M +$66.5K +1,487 +4%
TPWA
220
TRUE Private Wealth Advisors
Oregon
$1.96M -$33.3K -744 -2%
SPC
221
Sigma Planning Corp
Michigan
$1.95M +$979K +21,888 +111%
SFG
222
Sovereign Financial Group
Connecticut
$1.9M +$522K +11,672 +40%
CWA
223
Clearview Wealth Advisors
Oregon
$1.87M +$371K +8,285 +26%
BWA
224
BCU Wealth Advisors
Illinois
$1.83M +$131K +2,921 +8%
LIA
225
LifePlan Investment Advisors
North Carolina
$1.81M +$149K +3,325 +9%
7 8
9
10 11

DYNF Hedge Fund Activity: Q2 2024 in Review

391 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlackRock US Equity Factor Rotation ETF (DYNF) for Q2 2024, worth a combined $10B — up 34% from $7.45B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new DYNF positions and 18 closed out — a net gain of 65 holders — while 252 added to existing stakes and 49 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $315M. The largest seller was CreativeOne Wealth, cutting an estimated $11.1M.

  • 391 institutional investors held BlackRock US Equity Factor Rotation ETF (DYNF) as of Q2 2024, up from 330 in Q1 2024.
  • Funds reported $10B of BlackRock US Equity Factor Rotation ETF stock for Q2 2024, up 34% quarter-over-quarter.
  • 83 funds opened new BlackRock US Equity Factor Rotation ETF positions in Q2 2024 and 18 closed out, a net change of +65 holders.
  • The largest BlackRock US Equity Factor Rotation ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $315M added.
  • The largest BlackRock US Equity Factor Rotation ETF seller in Q2 2024 was CreativeOne Wealth, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2024.