We are live on ! Find out more
DYNF icon

BlackRock US Equity Factor Rotation ETF
DYNF

528 hedge funds and large institutions have $14.5B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 229 increasing their positions, 160 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 22

43% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 160

26% more funds holding in top 10

Funds holding in top 10: 82 → 103 (+21)

19% more funds holding

Funds holding: 445 → 528 (+83)

15% more capital invested

Capital invested by funds: $12.6B → $14.5B (+$1.94B)

2.14% more ownership

Funds ownership: 104.62% → 106.76% (+2.1%)

Holders
528
Holders Change
+83
Holders Change %
+18.65%
% of All Funds
6.95%
Holding in Top 10
103
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+25.61%
% of All Funds
1.36%
New
113
Increased
229
Reduced
160
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$252M
2
DWM
Dynasty Wealth Management
Florida
+$246M
3
JP Morgan Chase
JP Morgan Chase
New York
+$196M
4
Ameriprise
Ameriprise
Minnesota
+$143M
5
Morgan Stanley
Morgan Stanley
New York
+$45.7M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$59.5M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$30.4M
3
Prudential Financial
Prudential Financial
New Jersey
-$23.5M
4
BlackRock
BlackRock
New York
-$22.4M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$21.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.33B -$59.5M -1,155,613 -2%
LPL Financial
2
LPL Financial
California
$1.29B +$252M +4,890,635 +24%
JP Morgan Chase
3
JP Morgan Chase
New York
$894M +$196M +3,816,369 +28%
BlackRock
4
BlackRock
New York
$844M -$22.4M -435,513 -3%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$498M -$10.7M -207,506 -2%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$432M -$21.8M -422,603 -5%
Morgan Stanley
7
Morgan Stanley
New York
$427M +$45.7M +888,585 +12%
PAS
8
Park Avenue Securities
New York
$328M +$1.43M +27,772 +0.4%
MML Investors Services
9
MML Investors Services
Massachusetts
$274M +$9.39M +182,530 +4%
DWM
10
Dynasty Wealth Management
Florida
$245M +$246M +4,778,447 New
SWP
11
Sagespring Wealth Partners
Tennessee
$231M +$232M +4,510,417 New
Ameriprise
12
Ameriprise
Minnesota
$222M +$143M +2,775,455 +179%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$210M +$42.7M +829,937 +25%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$208M +$19.1M +371,348 +10%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$191M +$7.2M +139,856 +4%
Bank of America
16
Bank of America
North Carolina
$190M +$1.45M +28,256 +0.8%
OIA
17
OneDigital Investment Advisors
Kansas
$186M -$1.12M -21,792 -0.6%
NA
18
NewEdge Advisors
Louisiana
$153M +$40.5M +787,281 +36%
Raymond James Financial
19
Raymond James Financial
Florida
$139M +$140M +2,710,967 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$132M +$1.24M +24,097 +0.9%
Osaic Holdings
21
Osaic Holdings
Arizona
$126M +$24.3M +472,942 +23%
SA
22
Sanctuary Advisors
Indiana
$110M +$1.57M +30,475 +1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$104M +$20.8M +404,018 +25%
JC
24
JB Capital
Connecticut
$104M -$223K -4,340 -0.2%
FIA
25
Foundations Investment Advisors
Arizona
$100M +$2.57M +50,021 +3%
1
2 3 4 5

DYNF Hedge Fund Activity: Q4 2024 in Review

528 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock US Equity Factor Rotation ETF (DYNF) for Q4 2024, worth a combined $14.5B — up 15% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new DYNF positions and 22 closed out — a net gain of 91 holders — while 229 added to existing stakes and 160 trimmed.

The largest buyer was LPL Financial, adding an estimated $252M. The largest seller was Envestnet Asset Management, cutting an estimated $59.5M.

  • 528 institutional investors held BlackRock US Equity Factor Rotation ETF (DYNF) as of Q4 2024, up from 445 in Q3 2024.
  • Funds reported $14.5B of BlackRock US Equity Factor Rotation ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 113 funds opened new BlackRock US Equity Factor Rotation ETF positions in Q4 2024 and 22 closed out, a net change of +91 holders.
  • The largest BlackRock US Equity Factor Rotation ETF buyer in Q4 2024 was LPL Financial, an estimated $252M added.
  • The largest BlackRock US Equity Factor Rotation ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $59.5M sold.

Based on aggregated 13F filings for Q4 2024.