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BlackRock US Equity Factor Rotation ETF

330 hedge funds and large institutions have $7.45B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q1 according to their latest regulatory filings, with 296 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

29,500% more first-time investments, than exits

New positions opened: 296 | Existing positions closed: 1

7,350% more capital invested

Capital invested by funds: $100M → $7.45B (+$7.35B)

843% more funds holding

Funds holding: 35330 (+295)

271% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 7

87.48% less ownership

Funds ownership: 192%104.53% (-87%)

Holders
330
Holders Change
+295
Holders Change %
+842.86%
% of All Funds
4.75%
Holding in Top 10
53
Holding in Top 10 Change
+53
Holding in Top 10 Change %
% of All Funds
0.76%
New
296
Increased
26
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.53B +$2.39B +57,065,385 New
LPL Financial
2
LPL Financial
California
$594M +$559M +13,334,416 +39,792%
JP Morgan Chase
3
JP Morgan Chase
New York
$416M +$390M +9,288,096 +11,045%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$379M +$358M +8,542,652 New
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$333M +$315M +7,510,306 New
Morgan Stanley
6
Morgan Stanley
New York
$245M +$232M +5,526,737 +918,063%
BlackRock
7
BlackRock
New York
$206M +$195M +4,645,271 New
MML Investors Services
8
MML Investors Services
Massachusetts
$181M +$170M +4,044,269 +14,753%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$152M +$143M +3,413,388 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$124M +$117M +2,797,577 New
OIA
11
OneDigital Investment Advisors
Kansas
$113M +$106M +2,530,131 +21,632%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$99M +$93.5M +2,228,926 New
UCFA
13
United Capital Financial Advisors
Texas
$89.5M +$84.6M +2,016,387 New
JC
14
JB Capital
Connecticut
$85.5M +$80.8M +1,925,415 New
FIA
15
Foundations Investment Advisors
Arizona
$58.3M +$31.5M +751,864 +134%
NA
16
NewEdge Advisors
Louisiana
$53M +$50.1M +1,193,190 +357,243%
Stifel Financial
17
Stifel Financial
Missouri
$49.7M +$46.9M +1,118,996 New
AWMS
18
Advocacy Wealth Management Services
Georgia
$47.7M +$45.1M +1,074,239 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$42.1M +$39.5M +941,009 +14,146%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$40M +$37.6M +895,628 +15,318%
CW
21
CreativeOne Wealth
Kansas
$36.6M +$34.6M +825,012 New
AI
22
Atria Investments
North Carolina
$35.4M +$33.5M +797,939 New
AWM
23
AE Wealth Management
Kansas
$34.8M +$9.91M +236,185 +43%
APW
24
Austin Private Wealth
Texas
$34.7M +$32.8M +781,878 New
CAN
25
Cetera Advisor Networks
California
$31.6M +$29.9M +711,802 New

DYNF Hedge Fund Activity: Q1 2024 in Review

330 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BlackRock US Equity Factor Rotation ETF (DYNF) for Q1 2024, worth a combined $7.45B — up 7,350% from $100M a quarter earlier.

Buyers outnumbered sellers: 296 funds opened new DYNF positions and 1 closed out — a net gain of 295 holders — while 26 added to existing stakes and 7 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $2.39B. The largest seller was Tower Research Capital (TRC), cutting an estimated $459K.

  • 330 institutional investors held BlackRock US Equity Factor Rotation ETF (DYNF) as of Q1 2024, up from 35 in Q4 2023.
  • Funds reported $7.45B of BlackRock US Equity Factor Rotation ETF stock for Q1 2024, up 7,350% quarter-over-quarter.
  • 296 funds opened new BlackRock US Equity Factor Rotation ETF positions in Q1 2024 and 1 closed out, a net change of +295 holders.
  • The largest BlackRock US Equity Factor Rotation ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $2.39B added.
  • The largest BlackRock US Equity Factor Rotation ETF seller in Q1 2024 was Tower Research Capital (TRC), an estimated $459K sold.

Based on aggregated 13F filings for Q1 2024.