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BlackRock US Equity Factor Rotation ETF

557 hedge funds and large institutions have $15.8B invested in BlackRock US Equity Factor Rotation ETF in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 338 increasing their positions, 117 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 117

133% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 33

9% more funds holding in top 10

Funds holding in top 10: 103112 (+9)

9% more capital invested

Capital invested by funds: $14.5B → $15.8B (+$1.27B)

5% more funds holding

Funds holding: 528557 (+29)

2.81% less ownership

Funds ownership: 106.76%103.95% (-2.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $16K

Holders
557
Holders Change
+29
Holders Change %
+5.49%
% of All Funds
7.47%
Holding in Top 10
112
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.74%
% of All Funds
1.5%
New
77
Increased
338
Reduced
117
Closed
33
Calls
Puts
$16K
Net Calls
-$16K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Change in
Stake
P
201
&Partners
Tennessee
$6.1M +$271K +5,282 +4%
ATS
202
Ashton Thomas Securities
New York
$6.03M -$288K -5,600 -4%
SVWG
203
Shared Vision Wealth Group
United States
$5.88M +$96K +1,867 +2%
QPWM
204
Quadrant Private Wealth Management
Pennsylvania
$5.86M +$944K +18,359 +18%
CPBTD
205
Central Pacific Bank - Trust Division
Hawaii
$5.85M +$1.35M +26,305 +28%
MOS
206
MGO One Seven
Ohio
$5.83M -$223K -4,343 -4%
EPW
207
Endeavor Private Wealth
Kansas
$5.74M +$2.09M +40,606 +53%
RA
208
RFG Advisory
Alabama
$5.7M -$6.54M -127,263 -52%
AIA
209
Alternative Investment Advisors
Florida
$5.6M +$501K +9,753 +9%
CIA
210
Concurrent Investment Advisors
Florida
$5.55M +$345K +6,703 +6%
ASN
211
Advisory Services Network
Georgia
$5.3M +$37.1K +722 +0.7%
ATPW
212
Ashton Thomas Private Wealth
Arizona
$5.26M -$764K -14,864 -12%
LWA
213
Lifelong Wealth Advisors
Minnesota
$5.17M +$255K +4,969 +5%
MWM
214
Modern Wealth Management
Kansas
$5.14M +$1.53M +29,752 +39%
GLA
215
Good Life Advisors
Pennsylvania
$5.12M +$1.99M +38,668 +58%
IA
216
IFP Advisors
Florida
$5.04M -$383K -7,450 -7%
TPWA
217
Twin Peaks Wealth Advisors
California
$5.02M +$788K +15,327 +17%
PA
218
PFG Advisors
Arizona
$4.99M +$402K +7,831 +8%
SW
219
Simplicity Wealth
New Jersey
$4.9M +$5.16M +100,440 New
KCM
220
KM Capital Management
Texas
$4.89M +$1.28M +24,924 +33%
LF
221
Lantz Financial
Illinois
$4.83M +$218K +4,238 +4%
HI
222
Harbour Investments
Wisconsin
$4.78M +$1.04M +20,194 +26%
LGW
223
Leslie Global Wealth
Illinois
$4.76M -$2.45M -47,663 -33%
CWG
224
Cornerstone Wealth Group
North Carolina
$4.74M +$4.99M +97,176 New
KFG
225
Kropog Financial Group
Louisiana
$4.7M +$4.95M +96,290 New

DYNF Hedge Fund Activity: Q1 2025 in Review

557 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in BlackRock US Equity Factor Rotation ETF (DYNF) for Q1 2025, worth a combined $15.8B — up 8.7% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new DYNF positions and 33 closed out — a net gain of 44 holders — while 338 added to existing stakes and 117 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $189M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $131M.

  • 557 institutional investors held BlackRock US Equity Factor Rotation ETF (DYNF) as of Q1 2025, up from 528 in Q4 2024.
  • Funds reported $15.8B of BlackRock US Equity Factor Rotation ETF stock for Q1 2025, up 8.7% quarter-over-quarter.
  • 77 funds opened new BlackRock US Equity Factor Rotation ETF positions in Q1 2025 and 33 closed out, a net change of +44 holders.
  • The largest BlackRock US Equity Factor Rotation ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $189M added.
  • The largest BlackRock US Equity Factor Rotation ETF seller in Q1 2025 was Envestnet Portfolio Solutions, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2025.