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BlackRock US Equity Factor Rotation ETF

600 hedge funds and large institutions have $19.1B invested in BlackRock US Equity Factor Rotation ETF in 2025 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 347 increasing their positions, 146 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more call options, than puts

Call options by funds: $20K | Put options by funds: $2K

167% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 30

138% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 146

21% more capital invested

Capital invested by funds: $15.8B → $19.1B (+$3.37B)

8% more funds holding

Funds holding: 557600 (+43)

6% more funds holding in top 10

Funds holding in top 10: 112119 (+7)

3.47% less ownership

Funds ownership: 103.95%100.48% (-3.5%)

Holders
600
Holders Change
+43
Holders Change %
+7.72%
% of All Funds
7.9%
Holding in Top 10
119
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.25%
% of All Funds
1.57%
New
80
Increased
347
Reduced
146
Closed
30
Calls
$20K
Puts
$2K
Net Calls
+$18K
Net Calls Change
+$34K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.88B +$126M +2,520,476 +4%
LPL Financial
2
LPL Financial
California
$1.75B +$195M +3,882,525 +14%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.07B +$52.4M +1,043,822 +6%
BlackRock
4
BlackRock
New York
$1.06B +$327K +6,508 +0%
Morgan Stanley
5
Morgan Stanley
New York
$681M +$127M +2,532,597 +25%
Ameriprise
6
Ameriprise
Minnesota
$491M +$118M +2,354,023 +35%
Bank of America
7
Bank of America
North Carolina
$451M +$82.9M +1,651,605 +25%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$428M -$8.09M -161,273 -2%
PAS
9
Park Avenue Securities
New York
$382M +$3.78M +75,256 +1%
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$363M -$24.8M -494,154 -7%
MML Investors Services
11
MML Investors Services
Massachusetts
$360M +$29.3M +584,835 +10%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$316M +$51.7M +1,029,606 +22%
SWP
13
Sagespring Wealth Partners
Tennessee
$291M +$19.3M +385,356 +8%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$277M -$1.85M -36,935 -0.7%
DWM
15
Dynasty Wealth Management
Florida
$261M -$29.5M -588,202 -11%
Raymond James Financial
16
Raymond James Financial
Florida
$248M +$21.7M +433,073 +11%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$219M +$12.7M +252,244 +7%
OIA
18
OneDigital Investment Advisors
Kansas
$194M -$4.82M -96,136 -3%
NA
19
NewEdge Advisors
Louisiana
$184M +$6.02M +119,938 +4%
Osaic Holdings
20
Osaic Holdings
Arizona
$175M +$37.1M +740,021 +30%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$174M +$26M +517,595 +19%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$160M +$9.13M +182,042 +7%
Wells Fargo
23
Wells Fargo
California
$146M +$65.3M +1,300,760 +94%
SW
24
SoFi Wealth
California
$139M +$5.44M +108,510 +4%
FIA
25
Foundations Investment Advisors
Arizona
$136M +$14.8M +295,906 +13%

DYNF Hedge Fund Activity: Q2 2025 in Review

600 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in BlackRock US Equity Factor Rotation ETF (DYNF) for Q2 2025, worth a combined $19.1B — up 21% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new DYNF positions and 30 closed out — a net gain of 50 holders — while 347 added to existing stakes and 146 trimmed.

The largest buyer was LPL Financial, adding an estimated $195M. The largest seller was UBS Group, cutting an estimated $41.6M.

  • 600 institutional investors held BlackRock US Equity Factor Rotation ETF (DYNF) as of Q2 2025, up from 557 in Q1 2025.
  • Funds reported $19.1B of BlackRock US Equity Factor Rotation ETF stock for Q2 2025, up 21% quarter-over-quarter.
  • 80 funds opened new BlackRock US Equity Factor Rotation ETF positions in Q2 2025 and 30 closed out, a net change of +50 holders.
  • The largest BlackRock US Equity Factor Rotation ETF buyer in Q2 2025 was LPL Financial, an estimated $195M added.
  • The largest BlackRock US Equity Factor Rotation ETF seller in Q2 2025 was UBS Group, an estimated $41.6M sold.

Based on aggregated 13F filings for Q2 2025.