DYNF icon

BlackRock US Equity Factor Rotation ETF
DYNF

Overview Fund Activity

519 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 108 funds opening new positions, 227 increasing their positions, 159 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+77
Holders Change %
+17.42%
% of All Funds
6.91%
Holding in Top 10
101
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+23.17%
% of All Funds
1.34%
New
108
Increased
227
Reduced
159
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.29B
2
DWM
2
Dynasty Wealth Management
Florida
$245M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$894M
4
Ameriprise
4
Ameriprise
Minnesota
$222M
5
Morgan Stanley
5
Morgan Stanley
New York
$427M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.33B
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$64.3M
3
Prudential Financial
3
Prudential Financial
New Jersey
$0
4
BlackRock
4
BlackRock
New York
$844M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$432M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.33B -$59.2M -1,155,613 -2%
LPL Financial
2
LPL Financial
California
$1.29B +$251M +4,890,635 +24%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$894M +$196M +3,816,369 +28%
BlackRock
4
BlackRock
New York
$844M -$22.3M -435,513 -3%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$498M -$10.6M -207,506 -2%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$432M -$21.7M -422,603 -5%
Morgan Stanley
7
Morgan Stanley
New York
$427M +$45.5M +888,585 +12%
PAS
8
Park Avenue Securities
New York
$328M +$1.42M +27,772 +0.4%
MML Investors Services
9
MML Investors Services
Massachusetts
$274M +$9.35M +182,530 +4%
DWM
10
Dynasty Wealth Management
Florida
$245M +$245M +4,778,447 New
SWP
11
Sagespring Wealth Partners
Tennessee
$231M +$231M +4,510,417 New
Ameriprise
12
Ameriprise
Minnesota
$222M +$142M +2,775,455 +179%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$210M +$42.5M +829,937 +25%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$208M +$19M +371,348 +10%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$191M +$7.17M +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 +$40.3M +787,281 +36%
Raymond James Financial
19
Raymond James Financial
Florida
$139M +$139M +2,710,967 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$132M +$1.23M +24,097 +0.9%
Osaic Holdings
21
Osaic Holdings
Arizona
$126M +$23.5M +472,942 +23%
SA
22
Sanctuary Advisors
Indiana
$110M +$1.61M +30,475 +1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$104M +$20.7M +404,018 +25%
JC
24
JB Capital
Connecticut
$104M -$222K -4,340 -0.2%
FIA
25
Foundations Investment Advisors
Arizona
$100M +$2.56M +50,021 +3%
1
2 3 4 5