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BlackRock US Equity Factor Rotation ETF

557 hedge funds and large institutions have $15.8B invested in BlackRock US Equity Factor Rotation ETF in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 338 increasing their positions, 117 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 117

133% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 33

9% more funds holding in top 10

Funds holding in top 10: 103112 (+9)

9% more capital invested

Capital invested by funds: $14.5B → $15.8B (+$1.27B)

5% more funds holding

Funds holding: 528557 (+29)

2.81% less ownership

Funds ownership: 106.76%103.95% (-2.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $16K

Holders
557
Holders Change
+29
Holders Change %
+5.49%
% of All Funds
7.47%
Holding in Top 10
112
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.74%
% of All Funds
1.5%
New
77
Increased
338
Reduced
117
Closed
33
Calls
Puts
$16K
Net Calls
-$16K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.35B +$189M +3,675,148 +6%
LPL Financial
2
LPL Financial
California
$1.38B +$165M +3,210,527 +13%
BlackRock
3
BlackRock
New York
$944M +$149M +2,903,948 +18%
JP Morgan Chase
4
JP Morgan Chase
New York
$908M +$59.5M +1,158,641 +7%
Morgan Stanley
5
Morgan Stanley
New York
$486M +$83.7M +1,628,495 +20%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$391M -$20.7M -401,999 -5%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$349M -$131M -2,554,574 -26%
PAS
8
Park Avenue Securities
New York
$339M +$28.2M +549,094 +9%
Ameriprise
9
Ameriprise
Minnesota
$325M +$120M +2,339,887 +54%
Bank of America
10
Bank of America
North Carolina
$323M +$150M +2,918,523 +79%
MML Investors Services
11
MML Investors Services
Massachusetts
$294M +$34.3M +666,538 +12%
DWM
12
Dynasty Wealth Management
Florida
$262M +$30.8M +598,704 +13%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$250M +$54.8M +1,065,871 +26%
SWP
14
Sagespring Wealth Partners
Tennessee
$242M +$23.1M +449,166 +10%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$233M +$34.1M +663,555 +16%
Raymond James Financial
16
Raymond James Financial
Florida
$201M +$72.1M +1,403,541 +52%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$184M +$2.9M +56,457 +2%
OIA
18
OneDigital Investment Advisors
Kansas
$178M +$1.42M +27,546 +0.8%
NA
19
NewEdge Advisors
Louisiana
$159M +$14.3M +278,783 +9%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$135M +$9.31M +181,095 +7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$131M +$33.3M +648,364 +32%
Osaic Holdings
22
Osaic Holdings
Arizona
$121M -$3.06M -59,451 -2%
SW
23
SoFi Wealth
California
$119M +$123M +2,393,294 +4,547%
FIA
24
Foundations Investment Advisors
Arizona
$107M +$12.1M +236,360 +12%
SA
25
Sanctuary Advisors
Indiana
$104M +$3.46M +67,260 +3%

DYNF Hedge Fund Activity: Q1 2025 in Review

557 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in BlackRock US Equity Factor Rotation ETF (DYNF) for Q1 2025, worth a combined $15.8B — up 8.7% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new DYNF positions and 33 closed out — a net gain of 44 holders — while 338 added to existing stakes and 117 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $189M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $131M.

  • 557 institutional investors held BlackRock US Equity Factor Rotation ETF (DYNF) as of Q1 2025, up from 528 in Q4 2024.
  • Funds reported $15.8B of BlackRock US Equity Factor Rotation ETF stock for Q1 2025, up 8.7% quarter-over-quarter.
  • 77 funds opened new BlackRock US Equity Factor Rotation ETF positions in Q1 2025 and 33 closed out, a net change of +44 holders.
  • The largest BlackRock US Equity Factor Rotation ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $189M added.
  • The largest BlackRock US Equity Factor Rotation ETF seller in Q1 2025 was Envestnet Portfolio Solutions, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2025.