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BlackRock US Equity Factor Rotation ETF

20 hedge funds and large institutions have $18.9M invested in BlackRock US Equity Factor Rotation ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

32% more capital invested

Capital invested by funds: $14.3M → $18.9M (+$4.57M)

25% more funds holding

Funds holding: 1620 (+4)

8.83% more ownership

Funds ownership: 45.4%54.24% (+8.8%)

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
3
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
1
SkyOak Wealth
Michigan
$6.51M -$127K -3,514 -2%
Truist Financial
2
Truist Financial
North Carolina
$4.23M +$4.44M +122,628 New
JP Morgan Chase
3
JP Morgan Chase
New York
$1.52M +$1.33M +36,761 +554%
KCM
4
KM Capital Management
Texas
$1.24M +$1.29M +35,539 New
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$1.08M -$83.8K -2,312 -7%
MML Investors Services
6
MML Investors Services
Massachusetts
$1.02M -$114K -3,132 -10%
HSBC Holdings
7
HSBC Holdings
United Kingdom
$816K +$26K +718 +3%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$599K -$782K -21,591 -56%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$425K
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$371K -$286K -7,894 -43%
TRCT
11
Tower Research Capital (TRC)
New York
$345K -$338K -9,325 -49%
SAM
12
Synergy Asset Management
Washington
$244K +$253K +6,975 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$232K
OIA
14
OneDigital Investment Advisors
Kansas
$206K
Wells Fargo
15
Wells Fargo
California
$33.8K
Morgan Stanley
16
Morgan Stanley
New York
$10.9K +$11.3K +312 New
NA
17
NewEdge Advisors
Louisiana
$8.18K +$4.86K +134 +134%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$7K
Osaic Holdings
19
Osaic Holdings
Arizona
$4.79K +$4.96K +137 New
PA
20
Parallel Advisors
California
$3.49K +$3.62K +100 New
CPCM
21
Cardinal Point Capital Management
Ontario, Canada
-$418K -11,650 Closed
UBS Group
22
UBS Group
Switzerland
-$37.8K -1,055 Closed

DYNF Hedge Fund Activity: Q3 2023 in Review

20 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BlackRock US Equity Factor Rotation ETF (DYNF) for Q3 2023, worth a combined $18.9M — up 32% from $14.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DYNF positions and 2 closed out — a net gain of 4 holders — while 3 added to existing stakes and 6 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $4.44M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $782K.

  • 20 institutional investors held BlackRock US Equity Factor Rotation ETF (DYNF) as of Q3 2023, up from 16 in Q2 2023.
  • Funds reported $18.9M of BlackRock US Equity Factor Rotation ETF stock for Q3 2023, up 32% quarter-over-quarter.
  • 6 funds opened new BlackRock US Equity Factor Rotation ETF positions in Q3 2023 and 2 closed out, a net change of +4 holders.
  • The largest BlackRock US Equity Factor Rotation ETF buyer in Q3 2023 was Truist Financial, an estimated $4.44M added.
  • The largest BlackRock US Equity Factor Rotation ETF seller in Q3 2023 was Cambridge Investment Research Advisors, an estimated $782K sold.

Based on aggregated 13F filings for Q3 2023.