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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
PA
201
PFG Advisors
Arizona
$4.84M +$256K +4,968 +6%
CPBTD
202
Central Pacific Bank - Trust Division
Hawaii
$4.8M +$4.82M +93,716 New
KV
203
Kickstand Ventures
New York
$4.79M -$211K -4,094 -4%
FRA
204
FFG Retirement Advisors
Colorado
$4.76M -$174K -3,377 -4%
TPWA
205
Twin Peaks Wealth Advisors
California
$4.69M +$479K +9,298 +11%
CWP
206
Cyndeo Wealth Partners
Florida
$4.69M +$31.4K +610 +0.7%
JSW
207
Journey Strategic Wealth
New Jersey
$4.64M +$3.32M +64,476 +247%
PAMG
208
Patton Albertson Miller Group
Tennessee
$4.48M +$4.5M +87,461 New
MLA
209
My Legacy Advisors
Oregon
$4.47M -$76.5K -1,487 -2%
Kayne Anderson Rudnick Investment Management
210
Kayne Anderson Rudnick Investment Management
California
$4.45M +$4.47M +86,900 New
RSWM
211
Robertson Stephens Wealth Management
California
$4.43M +$126K +2,439 +3%
HPM
212
Hoxton Planning & Management
West Virginia
$4.4M -$304K -5,901 -6%
BWMG
213
Barnes Wealth Management Group
California
$4.34M +$4.36M +84,646 New
MYIA
214
Mount Yale Investment Advisors
Colorado
$4.31M -$1.13M -22,015 -21%
VCP
215
Verus Capital Partners
Arizona
$4.27M -$633K -12,296 -13%
TF
216
Theory Financial
Colorado
$4.26M +$45.2K +879 +1%
CC
217
Copperleaf Capital
North Carolina
$4.25M +$190K +3,685 +5%
Baird Financial Group
218
Baird Financial Group
Wisconsin
$4.25M -$292K -5,673 -6%
WC
219
Weil Company
California
$4.22M +$1.12M +21,789 +36%
IAA
220
Independent Advisor Alliance
North Carolina
$4.18M +$4.2M +81,606 New
EIA
221
Eldridge Investment Advisors
New Hampshire
$4.11M +$4.13M +80,243 New
RWP
222
Ridgeline Wealth Planning
Ohio
$4.1M +$4.12M +80,007 New
FEG
223
Financial Enhancement Group
Indiana
$4.02M +$4.07M +79,115 New
HI
224
Harbour Investments
Wisconsin
$3.99M -$11.5K -223 -0.3%
EPW
225
Endeavor Private Wealth
Kansas
$3.96M +$3.97M +77,191 New

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.