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iShares U.S. Equity Factor Rotation Active ETF (DYNF) Institutional Ownership

iShares U.S. Equity Factor Rotation Active ETF logo
$55.30 -0.02 (-0.04%)
Closing price 07/18/2025 04:10 PM Eastern
Extended Trading
$55.29 -0.01 (-0.02%)
As of 07/18/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares U.S. Equity Factor Rotation Active ETF (NYSEARCA:DYNF)

Number of
Institutional Buyers
(last 12 months)
197
Total
Institutional Inflows
(last 12 months)
$2.17B
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$87.97M
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DYNF Institutional Buying and Selling by Quarter

iShares U.S. Equity Factor Rotation Active ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/17/2025 Janney Montgomery Scott LLC4,026,678$219.29M0.6%+6.7%1.137%
7/16/2025 ORG Partners LLC58,428$3.18M0.7%+931.9%0.017%
7/15/2025 Kentucky Trust Co1,045$57K0.0%N/A0.000%
7/14/2025 AdvisorNet Financial Inc7,084$386K0.0%+4.1%0.002%
7/11/2025 Farther Finance Advisors LLC455,492$24.81M0.5%-34.2%0.129%
7/9/2025 MassMutual Private Wealth & Trust FSB644$35K0.0%-40.6%0.000%
7/8/2025 Parallel Advisors LLC1,578,498$85.97M1.7%+7.4%0.448%
7/7/2025 First Citizens Financial Corp26,739$1.46M0.8%-8.3%0.008%
7/7/2025 Roxbury Financial LLC7,176$391K0.4%+138.1%0.002%
7/1/2025 Harbor Investment Advisory LLC2,091$114K0.0%+285.1%0.001%
5/16/2025Ancora Advisors LLC206,068$10.05M0.2%-6.5%0.065%
5/15/2025Ameriflex Group Inc.24,622$1.20M0.5%+39.9%0.008%
5/15/2025OLD Mission Capital LLC9,714$474K0.0%N/A0.003%
5/14/2025Redwood Investment Management LLC61,463$3.00M0.3%+4.3%0.019%
5/14/2025Ameriprise Financial Inc.6,667,521$325.06M0.1%+54.1%2.102%
5/13/2025Gen Wealth Partners Inc144,074$7.03M2.9%+3.0%0.045%
5/13/2025EverSource Wealth Advisors LLC33,955$1.66M0.1%+59.1%0.011%
5/12/2025Scissortail Wealth Management LLC202,726$9.89M2.5%-0.8%0.064%
5/12/2025JPMorgan Chase & Co.18,612,216$907.53M0.1%+6.6%5.869%
5/12/2025Zions Bancorporation National Association UT4,709$230K0.0%N/A0.001%
5/9/2025Cary Street Partners Investment Advisory LLC10,742$524K0.3%+3.2%0.003%
5/9/2025Commonwealth Retirement Investments LLC52,049$2.54M1.0%+3.0%0.016%
5/9/2025Cary Street Partners Financial LLC60,380$2.94M0.1%-8.1%0.019%
5/9/2025Kickstand Ventures LLC.92,088$4.49M1.2%-1.4%0.029%
5/8/2025Arkadios Wealth Advisors37,662$1.84M0.1%+52.0%0.012%
5/5/2025Mosaic Advisors LLC5,897$288K0.4%+33.8%0.002%
4/30/2025 Christopher J. Hasenberg Inc989$48K0.0%N/A0.000%
4/30/2025Cornerstone Planning Group LLC2,261$106K0.0%+121.4%0.001%
4/30/2025Gilliland Jeter Wealth Management LLC11,990$585K0.2%+10.0%0.004%
4/29/2025Bank of New York Mellon Corp2,760,735$134.61M0.0%+7.0%0.871%
4/29/2025Strategic Blueprint LLC376,471$18.36M1.0%+1.3%0.119%
4/28/2025First Horizon Advisors Inc.202,886$9.89M0.3%+6.6%0.064%
4/28/2025Private Trust Co. NA24,900$1.21M0.1%+8.9%0.008%
4/28/2025 Mainstream Capital Management LLC5,656$276K0.2%+37.4%0.002%
4/28/2025Fedenia Advisers LLC25,860$1.26M0.8%-1.2%0.008%
4/28/2025Rossby Financial LCC3,410$164K0.1%N/A0.001%
4/25/2025Spinnaker Trust247,596$12.07M0.8%+14.4%0.078%
4/23/2025Creative Financial Designs Inc. ADV72,279$3.52M0.3%+31.7%0.023%
4/23/2025Bessemer Group Inc.614$30K0.0%+101.3%0.000%
4/21/2025 ORG Partners LLC5,662$277K0.1%-16.9%0.002%
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4/21/2025PSI Advisors LLC1,393$68K0.0%+21.0%0.000%
4/21/2025Kingswood Wealth Advisors LLC19,142$933K0.0%+33.2%0.006%
4/21/2025MN Wealth Advisors LLC8,330$406K0.2%N/A0.003%
4/17/2025 Janney Montgomery Scott LLC3,774,434$184.04M0.5%+1.5%1.208%
4/16/2025Twin Peaks Wealth Advisors LLC106,876$5.02M2.3%+16.7%0.034%
4/14/2025 Farther Finance Advisors LLC692,343$33.88M0.9%+15.3%0.222%
4/9/2025 Roxbury Financial LLC3,014$157K0.2%+249.7%0.001%
4/9/2025 NBC Securities Inc.1,949$95K0.0%+194,800.0%0.001%
4/8/2025 Global Financial Private Client LLC5,140$251K0.1%+6.1%0.002%
4/8/2025 Parallel Advisors LLC1,469,251$71.64M1.5%+7.8%0.470%
4/7/2025 AdvisorNet Financial Inc6,808$332K0.0%+61.0%0.002%
4/3/2025 First Citizens Financial Corp29,147$1.42M0.8%+11.3%0.010%
4/1/2025 MassMutual Private Wealth & Trust FSB1,084$53K0.0%N/A0.000%
2/24/2025Ameriflex Group Inc.17,602$924K0.4%N/A0.010%
2/18/2025Sunbelt Securities Inc.8,533$439K0.0%+28.0%0.005%
2/17/2025Vermillion & White Wealth Management Group LLC10,649$546K0.4%+218.8%0.006%
2/17/2025Sentinus LLC229,180$11.75M3.4%+3.5%0.132%
2/17/2025Redwood Investment Management LLC58,910$3.02M0.3%+4.5%0.034%
2/17/2025Gen Wealth Partners Inc139,882$7.17M3.1%+1.7%0.081%
2/17/2025Cary Street Partners Financial LLC65,698$3.37M0.1%N/A0.038%
2/17/2025Baird Financial Group Inc.82,904$4.25M0.0%-6.4%0.048%
2/17/2025Ameriprise Financial Inc.4,327,634$221.64M0.1%+178.8%2.501%
2/17/2025Ancora Advisors LLC220,331$11.29M0.3%+15.6%0.127%
2/13/2025United Capital Financial Advisors LLC1,816,573$93.10M0.8%-6.3%1.050%
2/12/2025JPMorgan Chase & Co.17,453,575$894.50M0.1%+28.0%10.086%
2/12/2025Wells Financial Advisors INC23,935$1.23M1.7%+42.4%0.014%
2/12/2025Mosaic Advisors LLC4,406$226K0.3%N/A0.003%
2/10/2025 Parallel Advisors LLC1,362,429$69.82M1.6%+7.4%0.787%
2/10/2025Creative Financial Designs Inc. ADV54,874$2.81M0.2%+37.7%0.032%
2/10/2025Eldridge Investment Advisors Inc.80,243$4.11M1.0%N/A0.046%
2/10/2025 Farther Finance Advisors LLC600,426$30.77M1.1%+57.6%0.347%
2/10/2025EverSource Wealth Advisors LLC21,339$1.09M0.1%-1.4%0.012%
2/6/2025 Mainstream Capital Management LLC4,116$211K0.1%N/A0.002%
2/5/2025WR Wealth Planners LLC12,717$652K0.2%-57.1%0.007%
2/5/2025Private Trust Co. NA22,859$1.17M0.1%-2.4%0.013%
2/4/2025Twin Peaks Wealth Advisors LLC91,549$4.69M2.0%+11.3%0.053%
2/4/2025Commonwealth Retirement Investments LLC50,533$2.59M1.1%+2.1%0.029%
2/4/2025Bank of New York Mellon Corp2,579,640$132.21M0.0%+0.9%1.491%
2/3/2025First Horizon Advisors Inc.190,343$9.76M0.3%-6.6%0.110%
2/3/2025Transcend Capital Advisors LLC50,262$2.58M0.2%-36.4%0.029%
1/30/2025 Roxbury Financial LLC862$45K0.0%N/A0.000%
1/30/2025Spinnaker Trust216,513$11.10M0.7%+20.9%0.125%
1/29/2025Kickstand Ventures LLC.93,427$4.79M1.2%-4.2%0.054%
1/28/2025Gilliland Jeter Wealth Management LLC10,899$559K0.2%+46.4%0.006%
1/27/2025Bay Harbor Wealth Management LLC213,990$10.97M3.6%+4.6%0.124%
1/23/2025Strategic Blueprint LLC371,528$19.04M1.1%-0.8%0.215%
1/22/2025Kingswood Wealth Advisors LLC14,373$737K0.1%+10.6%0.008%
1/21/2025Duncan Williams Asset Management LLC5,080$260K0.1%N/A0.003%
1/17/2025 Avior Wealth Management LLC1,878$96K0.0%+23.1%0.001%
1/17/2025 Janney Montgomery Scott LLC3,717,977$190.55M0.5%+3.9%2.148%
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The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

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1/15/2025Arkadios Wealth Advisors24,782$1.27M0.1%+11.0%0.014%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.519$27K0.0%N/A0.000%
1/14/2025 Global Financial Private Client LLC4,844$248K0.1%-9.8%0.003%
1/13/2025PSI Advisors LLC1,151$59K0.0%N/A0.001%
1/13/2025 AdvisorNet Financial Inc4,229$217K0.0%-95.8%0.002%
1/10/2025 ORG Partners LLC6,813$349K0.0%-13.6%0.004%
1/3/2025 First Citizens Financial Corp26,184$1.34M0.7%+12.5%0.015%
12/26/2024JPMorgan Chase & Co.13,637,206$674.63M0.1%+3.7%7.881%
11/18/2024Sunbelt Securities Inc.6,665$330K0.0%+58.9%0.004%
11/14/2024Flow Traders U.S. LLC8,088$400K0.0%N/A0.005%
(Data available from 1/1/2016 forward)

DYNF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DYNF shares?

During the previous two years, 297 institutional investors and hedge funds held shares of iShares U.S. Equity Factor Rotation Active ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($3.01B), JPMorgan Chase & Co. ($907.53M), LPL Financial LLC ($817.08M), Envestnet Portfolio Solutions Inc. ($452.22M), CWM LLC ($437.69M), Ameriprise Financial Inc. ($325.06M), and Park Avenue Securities LLC ($315.15M).Learn more on iShares U.S. Equity Factor Rotation Active ETF's institutional investors.

Which institutional investors have been buying iShares U.S. Equity Factor Rotation Active ETF's stock?

Of the 282 institutional investors that purchased iShares U.S. Equity Factor Rotation Active ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Portfolio Solutions Inc. ($9.63M), Envestnet Asset Management Inc. ($7.05M), Park Avenue Securities LLC ($6.37M), JPMorgan Chase & Co. ($5.46M), Ameriprise Financial Inc. ($5.12M), LPL Financial LLC ($4.04M), and Janney Montgomery Scott LLC ($3.86M).

How much institutional buying is happening at iShares U.S. Equity Factor Rotation Active ETF?

Institutional investors have bought a total of 44,890,236 shares in the last 24 months. This purchase volume represents approximately $2.17B in transactions.

Which of iShares U.S. Equity Factor Rotation Active ETF's major shareholders have been selling company stock?

Of the 39 institutional investors that sold iShares U.S. Equity Factor Rotation Active ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Icon Wealth Advisors LLC ($718.97K), CreativeOne Wealth LLC ($247.39K), Farther Finance Advisors LLC ($236.85K), United Capital Financial Advisors LLC ($121.89K), AdvisorNet Financial Inc ($95.33K), Spire Wealth Management ($78.34K), and Aptus Capital Advisors LLC ($48.20K).

How much institutional selling is happening at iShares U.S. Equity Factor Rotation Active ETF?

Institutional investors have sold a total of 1,765,653 shares in the last 24 months. This volume of shares sold represents approximately $87.97M in transactions.


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This page (NYSEARCA:DYNF) was last updated on 7/19/2025 by MarketBeat.com Staff
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