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BlackRock US Equity Factor Rotation ETF

445 hedge funds and large institutions have $12.6B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 254 increasing their positions, 102 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 16

149% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 102

25% more capital invested

Capital invested by funds: $10B → $12.6B (+$2.55B)

14% more funds holding

Funds holding: 391445 (+54)

8% more funds holding in top 10

Funds holding in top 10: 7682 (+6)

0.55% more ownership

Funds ownership: 104.07%104.62% (+0.55%)

Holders
445
Holders Change
+54
Holders Change %
+13.81%
% of All Funds
6.39%
Holding in Top 10
82
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+7.89%
% of All Funds
1.18%
New
72
Increased
254
Reduced
102
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.27B +$99.3M +2,083,303 +3%
LPL Financial
2
LPL Financial
California
$999M +$133M +2,783,127 +16%
BlackRock
3
BlackRock
New York
$836M +$584M +12,257,492 +264%
JP Morgan Chase
4
JP Morgan Chase
New York
$675M +$23M +481,894 +4%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$491M +$13.9M +291,638 +3%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$438M -$1.75M -36,673 -0.4%
Morgan Stanley
7
Morgan Stanley
New York
$368M +$22.8M +479,113 +7%
PAS
8
Park Avenue Securities
New York
$315M +$304M +6,370,527 New
MML Investors Services
9
MML Investors Services
Massachusetts
$256M +$27.6M +578,828 +13%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$182M +$21.9M +458,800 +14%
Bank of America
11
Bank of America
North Carolina
$182M +$12.3M +258,023 +8%
OIA
12
OneDigital Investment Advisors
Kansas
$181M +$1.73M +36,276 +1%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$177M +$2.87M +60,197 +2%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$162M +$111M +2,324,171 +244%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$158M +$118M +2,486,834 +354%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$126M +$6.27M +131,552 +5%
NA
17
NewEdge Advisors
Louisiana
$109M +$13.6M +285,627 +15%
SA
18
Sanctuary Advisors
Indiana
$107M +$3.11M +65,369 +3%
Osaic Holdings
19
Osaic Holdings
Arizona
$102M +$23.2M +486,217 +31%
JC
20
JB Capital
Connecticut
$100M +$2.89M +60,729 +3%
UCFA
21
United Capital Financial Advisors
Texas
$95.9M -$1.52M -31,825 -2%
FIA
22
Foundations Investment Advisors
Arizona
$94.5M +$8.56M +179,776 +10%
IWC
23
Integrated Wealth Concepts
Massachusetts
$91.4M +$8.46M +177,636 +11%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$80.5M +$15.8M +331,033 +26%
Ameriprise
25
Ameriprise
Minnesota
$76.8M +$73.9M +1,552,179 New

DYNF Hedge Fund Activity: Q3 2024 in Review

445 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BlackRock US Equity Factor Rotation ETF (DYNF) for Q3 2024, worth a combined $12.6B — up 25% from $10B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new DYNF positions and 16 closed out — a net gain of 56 holders — while 254 added to existing stakes and 102 trimmed.

The largest buyer was BlackRock, adding an estimated $584M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $33.6M sold.

  • 445 institutional investors held BlackRock US Equity Factor Rotation ETF (DYNF) as of Q3 2024, up from 391 in Q2 2024.
  • Funds reported $12.6B of BlackRock US Equity Factor Rotation ETF stock for Q3 2024, up 25% quarter-over-quarter.
  • 72 funds opened new BlackRock US Equity Factor Rotation ETF positions in Q3 2024 and 16 closed out, a net change of +56 holders.
  • The largest BlackRock US Equity Factor Rotation ETF buyer in Q3 2024 was BlackRock, an estimated $584M added.
  • The largest BlackRock US Equity Factor Rotation ETF seller in Q3 2024 was Two Sigma Investments, an estimated $33.6M sold.

Based on aggregated 13F filings for Q3 2024.