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BlackRock US Equity Factor Rotation ETF

391 hedge funds and large institutions have $10B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 252 increasing their positions, 49 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 49

361% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 18

43% more funds holding in top 10

Funds holding in top 10: 5376 (+23)

34% more capital invested

Capital invested by funds: $7.45B → $10B (+$2.57B)

18% more funds holding

Funds holding: 330391 (+61)

0.46% less ownership

Funds ownership: 104.53%104.07% (-0.46%)

Holders
391
Holders Change
+61
Holders Change %
+18.48%
% of All Funds
5.65%
Holding in Top 10
76
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+43.4%
% of All Funds
1.1%
New
83
Increased
252
Reduced
49
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.01B +$315M +7,049,707 +12%
LPL Financial
2
LPL Financial
California
$817M +$181M +4,038,905 +30%
JP Morgan Chase
3
JP Morgan Chase
New York
$618M +$169M +3,783,119 +40%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$452M +$48.8M +1,091,282 +13%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$417M +$61.5M +1,373,892 +18%
Morgan Stanley
6
Morgan Stanley
New York
$327M +$64.4M +1,439,925 +26%
BlackRock
7
BlackRock
New York
$218M -$60K -1,341 -0%
MML Investors Services
8
MML Investors Services
Massachusetts
$216M +$23.3M +520,182 +13%
OIA
9
OneDigital Investment Advisors
Kansas
$170M +$47.9M +1,071,445 +42%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$165M +$4.68M +104,536 +3%
Bank of America
11
Bank of America
North Carolina
$161M +$153M +3,422,440 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$152M +$19.2M +429,962 +15%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$114M +$8.73M +195,065 +9%
UCFA
14
United Capital Financial Advisors
Texas
$92.5M -$2.06M -46,095 -2%
JC
15
JB Capital
Connecticut
$92.4M +$1.93M +43,146 +2%
NA
16
NewEdge Advisors
Louisiana
$89.8M +$32.2M +720,424 +60%
SA
17
Sanctuary Advisors
Indiana
$85.6M +$88.5M +1,977,103 New
FIA
18
Foundations Investment Advisors
Arizona
$81.3M +$18.8M +419,064 +32%
IWC
19
Integrated Wealth Concepts
Massachusetts
$78.3M +$53.8M +1,203,327 +258%
Osaic Holdings
20
Osaic Holdings
Arizona
$74.3M +$56.9M +1,270,729 +406%
Stifel Financial
21
Stifel Financial
Missouri
$61.6M +$8.62M +192,710 +17%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$60.8M +$15.6M +347,601 +37%
AWM
23
AE Wealth Management
Kansas
$55.5M +$17.9M +400,660 +51%
PA
24
Parallel Advisors
California
$54.8M +$52M +1,162,304 +22,105%
AWMS
25
Advocacy Wealth Management Services
Georgia
$53M +$2.45M +54,814 +5%

DYNF Hedge Fund Activity: Q2 2024 in Review

391 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlackRock US Equity Factor Rotation ETF (DYNF) for Q2 2024, worth a combined $10B — up 34% from $7.45B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new DYNF positions and 18 closed out — a net gain of 65 holders — while 252 added to existing stakes and 49 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $315M. The largest seller was CreativeOne Wealth, cutting an estimated $11.1M.

  • 391 institutional investors held BlackRock US Equity Factor Rotation ETF (DYNF) as of Q2 2024, up from 330 in Q1 2024.
  • Funds reported $10B of BlackRock US Equity Factor Rotation ETF stock for Q2 2024, up 34% quarter-over-quarter.
  • 83 funds opened new BlackRock US Equity Factor Rotation ETF positions in Q2 2024 and 18 closed out, a net change of +65 holders.
  • The largest BlackRock US Equity Factor Rotation ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $315M added.
  • The largest BlackRock US Equity Factor Rotation ETF seller in Q2 2024 was CreativeOne Wealth, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2024.