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BlackRock US Equity Factor Rotation ETF

35 hedge funds and large institutions have $100M invested in BlackRock US Equity Factor Rotation ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

429% more capital invested

Capital invested by funds: $18.9M → $100M (+$81.1M)

137.77% more ownership

Funds ownership: 54.24%192% (+138%)

75% more funds holding

Funds holding: 2035 (+15)

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
35
Holders Change
+15
Holders Change %
+75%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
10
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
1
Foundations Investment Advisors
Arizona
$22.9M +$20.6M +560,183 New
AWM
2
AE Wealth Management
Kansas
$22.4M +$20.1M +546,507 New
I
3
INVST
Indiana
$9.48M +$8.38M +228,164 New
SW
4
SkyOak Wealth
Michigan
$7.19M -$177K -4,831 -3%
Truist Financial
5
Truist Financial
North Carolina
$5.45M +$549K +14,961 +12%
PFG
6
PAX Financial Group
Texas
$5.41M +$4.71M +128,218 New
AG
7
Ascent Group
Virginia
$3.54M +$3.07M +83,545 New
JP Morgan Chase
8
JP Morgan Chase
New York
$3.33M +$1.49M +40,700 +94%
KCM
9
KM Capital Management
Texas
$2.42M +$934K +25,439 +72%
MA
10
Mutual Advisors
Nebraska
$2.28M +$2.11M +57,589 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.21M +$1.6M +43,558 +358%
BWM
12
BlackDiamond Wealth Management
New York
$1.74M +$1.54M +41,892 New
LPL Financial
13
LPL Financial
California
$1.33M +$1.23M +33,510 New
RPGK
14
Retirement Planning Group (Kansas)
Kansas
$1.21M -$8.56K -233 -0.8%
FEM
15
Fulcrum Equity Management
Texas
$1.18M +$1.1M +29,886 New
BIG
16
Bush Investment Group
Georgia
$1.14M +$1.01M +27,419 New
MML Investors Services
17
MML Investors Services
Massachusetts
$1.09M -$61.2K -1,666 -6%
HSBC Holdings
18
HSBC Holdings
United Kingdom
$907K -$16.9K -461 -2%
FFG
19
Foundry Financial Group
New Hampshire
$864K +$801K +21,807 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$595K -$78.2K -2,130 -12%
TRCT
21
Tower Research Capital (TRC)
New York
$565K +$161K +4,382 +44%
MOS
22
MGO One Seven
Ohio
$564K +$523K +14,252 New
OIA
23
OneDigital Investment Advisors
Kansas
$463K +$213K +5,806 +99%
LCGC
24
Legacy Capital Group California
California
$284K +$263K +7,168 New
SAM
25
Synergy Asset Management
Washington
$271K -$4.85K -132 -2%

DYNF Hedge Fund Activity: Q4 2023 in Review

35 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock US Equity Factor Rotation ETF (DYNF) for Q4 2023, worth a combined $100M — up 429% from $18.9M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DYNF positions and 3 closed out — a net gain of 15 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $20.6M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $371K sold.

  • 35 institutional investors held BlackRock US Equity Factor Rotation ETF (DYNF) as of Q4 2023, up from 20 in Q3 2023.
  • Funds reported $100M of BlackRock US Equity Factor Rotation ETF stock for Q4 2023, up 429% quarter-over-quarter.
  • 18 funds opened new BlackRock US Equity Factor Rotation ETF positions in Q4 2023 and 3 closed out, a net change of +15 holders.
  • The largest BlackRock US Equity Factor Rotation ETF buyer in Q4 2023 was Foundations Investment Advisors, an estimated $20.6M added.
  • The largest BlackRock US Equity Factor Rotation ETF seller in Q4 2023 was Susquehanna International Group, an estimated $371K sold.

Based on aggregated 13F filings for Q4 2023.