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

$44.01
+0.62 (+1.43%)
(As of 05/6/2024 ET)

Institutional Ownership Changes (13F Filings) for BlackRock U.S. Equity Factor Rotation ETF (NYSEARCA:DYNF)

Number of
Institutional Buyers
(last 12 months)
99
Total
Institutional Inflows
(last 12 months)
$1.16B
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$3.15M
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DYNF Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2024Stokes Family Office LLC512,015$22.73M2.8%N/A0.296%
5/6/2024Envestnet Portfolio Solutions Inc.8,542,652$379.29M1.4%N/A4.937%
5/6/2024Advisory Services Network LLC83,963$3.73M0.1%N/A0.049%
5/4/2024 Beacon Bridge Wealth Partners LLC96,894$4.30M2.0%N/A0.057%
5/4/2024 Commonwealth Retirement Investments LLC44,954$2.00M1.0%N/A0.027%
5/4/2024 Csenge Advisory Group85,033$3.78M0.2%N/A0.050%
5/3/2024 Catalina Capital Group LLC12,695$564K0.2%N/A0.008%
5/3/2024 Avidian Wealth Solutions LLC77,889$3.46M0.2%N/A0.046%
5/3/2024 Forte Asset Management LLC123,329$5.48M3.3%N/A0.073%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors365,982$16.25M1.9%N/A0.217%
5/3/2024 BCU Wealth Advisors LLC35,970$1.60M1.4%N/A0.021%
5/3/2024 Liberty Wealth Management LLC236,755$10.49M2.0%N/A0.140%
5/3/2024 Absolute Capital Management LLC24,202$1.08M0.7%N/A0.014%
5/2/2024 Mutual Advisors LLC233,282$10.36M0.3%+305.1%0.138%
5/2/2024 FinTrust Capital Advisors LLC10,208$453K0.1%N/A0.006%
5/2/2024 Lincoln National Corp72,036$3.20M0.0%N/A0.043%
5/2/2024 Hanlon Investment Management Inc.25,652$1.14M0.3%N/A0.015%
5/1/2024 Janney Montgomery Scott LLC3,413,388$151.55M0.5%N/A2.023%
5/1/2024 Intelligence Driven Advisers LLC500,820$22.24M3.3%N/A0.297%
5/1/2024 Blue Trust Inc.419,203$18.61M0.3%N/A0.248%
5/1/2024 Concourse Financial Group Securities Inc.308,680$13.71M0.9%N/A0.183%
5/1/2024 Diversify Advisory Services LLC39,963$1.77M0.1%N/A0.024%
4/30/2024 Private Advisor Group LLC117,254$5.21M0.0%N/A0.070%
4/30/2024 Foundry Financial Group Inc.15,868$705K0.5%-27.2%0.009%
4/30/2024 True Vision MN LLC129,611$5.61M4.0%N/A0.077%
4/30/2024 Perigon Wealth Management LLC192,371$8.54M0.3%N/A0.114%
4/30/2024 Hutchens & Kramer Investment Management Group LLC22,724$1.01M0.6%N/A0.013%
4/30/2024 Mayflower Financial Advisors LLC113,606$5.04M0.4%N/A0.067%
4/30/2024 SkyOak Wealth LLC180,879$8.03M1.9%-0.3%0.107%
4/29/2024Commonwealth Equity Services LLC947,661$42.08M0.1%+14,146.3%0.562%
4/29/2024 Benjamin F. Edwards & Company Inc.31,356$1.39M0.0%N/A0.019%
4/29/2024 Aspire Wealth Management Corp26,302$1.17M0.7%N/A0.016%
4/26/2024 RCS Financial Planning LLC38,455$1.71M1.1%N/A0.023%
4/26/2024 Clear Creek Financial Management LLC40,261$1.79M0.2%N/A0.024%
4/25/2024 W Advisors LLC31,326$1.39M1.0%N/A0.019%
4/25/2024 TRUE Private Wealth Advisors42,436$1.88M0.2%N/A0.025%
4/25/2024 TNF LLC112,769$4.84M1.9%N/A0.067%
4/24/2024 Fulcrum Equity Management29,473$1.31M1.5%-1.4%0.017%
4/24/2024 Simplicity Wealth LLC104,748$4.65M0.1%N/A0.062%
4/24/2024 Spire Wealth Management108,610$4.82M0.2%N/A0.064%
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4/23/2024 Global Retirement Partners LLC159,300$7.07M0.3%N/A0.094%
4/23/2024 Twin Peaks Wealth Advisors LLC52,763$2.34M1.3%N/A0.031%
4/23/2024 Venturi Wealth Management LLC57,834$2.57M0.2%N/A0.034%
4/23/2024 TrueWealth Advisors LLC6,155$273K0.1%N/A0.004%
4/23/2024 Strategic Blueprint LLC270,551$12.01M0.9%N/A0.160%
4/23/2024 Raymond James Financial Services Advisors Inc.258,070$11.46M0.0%+363.0%0.153%
4/23/2024 Sutton Place Investors LLC34,059$1.51M0.7%N/A0.020%
4/22/2024 Bay Harbor Wealth Management LLC197,296$8.76M3.1%N/A0.117%
4/22/2024 Horst & Graben Wealth Management LLC575,028$25.53M5.2%N/A0.341%
4/20/2024 KWB Wealth273,185$12.13M1.6%N/A0.162%
4/19/2024 Veracity Capital LLC6,225$276K0.1%N/A0.004%
4/19/2024 Madrona Financial Services LLC174,861$7.76M2.7%N/A0.104%
4/19/2024 OMNI 360 Wealth Inc.15,402$684K0.6%N/A0.009%
4/18/2024 Sharkey Howes & Javer219,935$9.77M1.6%N/A24.993%
4/18/2024 Park Place Capital Corp1,097$49K0.0%N/A0.125%
4/18/2024 Claro Advisors LLC51,056$2.27M0.4%N/A5.802%
4/18/2024 Cobblestone Asset Management LLC192,350$8.54M5.8%N/A21.858%
4/18/2024 Horizon Wealth Management LLC8,638$384K0.1%N/A0.982%
4/18/2024 RHS Financial LLC8,383$372K0.2%N/A0.953%
4/18/2024 SteelPeak Wealth LLC484,282$21.50M1.1%N/A55.032%
4/17/2024 Trilogy Capital Inc.6,580$292K0.0%N/A0.748%
4/17/2024 Physician Wealth Advisors Inc.334,276$14.42M3.0%N/A37.986%
4/17/2024 Criterion Capital Advisors LLC1,876$83K0.1%N/A0.213%
4/16/2024 Firethorn Wealth Partners LLC96,030$4.26M2.5%N/A10.913%
4/16/2024 Tsfg LLC103,049$4.58M1.2%N/A11.710%
4/16/2024 Cypress Wealth Services LLC270,205$12.00M2.8%N/A30.705%
4/16/2024 Advocacy Wealth Management Services LLC1,074,239$47.70M4.1%N/A122.073%
4/15/2024 Sovereign Financial Group Inc.28,896$1.28M0.3%N/A3.284%
4/15/2024 Brookstone Capital Management227,048$10.08M0.2%N/A25.801%
4/15/2024 Ehrlich Financial Group103,025$4.57M3.9%N/A11.707%
4/15/2024 Financial Enhancement Group LLC76,194$3.34M0.5%N/A8.658%
4/15/2024 Sound Income Strategies LLC2,478$110K0.0%N/A0.282%
4/13/2024 Hoxton Planning & Management LLC91,351$4.06M1.9%N/A10.381%
4/13/2024 Retirement Planning Group LLC28,619$1.27M0.1%-6.4%3.252%
4/12/2024 Austin Private Wealth LLC781,878$34.67M4.0%N/A88.850%
4/12/2024 AdvisorNet Financial Inc49,232$2.19M0.2%N/A5.595%
4/11/2024 Security Financial Services INC.354,158$15.73M3.5%N/A40.245%
4/11/2024 RDA Financial Network5,048$224K0.1%N/A0.574%
4/11/2024 Cooper Financial Group10,416$462K0.1%N/A1.184%
4/11/2024 ONE Advisory Partners LLC257,910$11.45M5.6%N/A29.308%
4/11/2024 Buttonwood Financial Group LLC300,199$13.33M7.9%N/A34.114%
4/11/2024 RFG Advisory LLC180,319$8.01M0.3%N/A20.491%
4/10/2024 LexAurum Advisors LLC6,521$290K0.1%N/A0.741%
4/10/2024 Legacy Financial Group LLC245,116$10.88M2.2%N/A27.854%
4/10/2024 Lantz Financial LLC86,849$3.86M1.2%N/A9.869%
4/10/2024 Signal Advisors Wealth LLC59,807$2.66M0.7%N/A6.796%
4/10/2024 Clearview Wealth Advisors LLC31,625$1.40M1.4%N/A3.594%
4/9/2024 Northwest Capital Management Inc938$42K0.0%N/A0.107%
4/5/2024 First Hawaiian Bank54,455$2.42M0.1%N/A6.188%
4/3/2024 Dentgroup LLC28,734$1.28M1.1%N/A3.265%
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2/12/2024Bush Investment Group LLC27,419$1.14M1.1%N/A3.116%
2/9/2024BlackDiamond Wealth Management LLC41,892$1.74M1.3%N/A4.760%
2/8/2024Legacy Capital Group California Inc.7,168$284K0.1%N/A0.815%
2/8/2024Foundations Investment Advisors LLC560,183$22.93M0.6%N/A63.657%
2/7/2024Invst LLC228,164$9.49M1.2%N/A25.928%
2/2/2024Truist Financial Corp137,589$5.45M0.0%+12.2%15.635%
1/24/2024 Allworth Financial LP728$29K0.0%N/A0.083%
1/23/2024 Foundry Financial Group Inc.21,807$864K0.7%N/A2.478%
1/19/2024 Fulcrum Equity Management29,886$1.18M1.5%N/A3.396%
1/18/2024KM Capital Management Ltd.60,978$2.42M1.4%+71.6%6.929%
(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, 107 institutional investors and hedge funds held shares of BlackRock U.S. Equity Factor Rotation ETF. The most heavily invested institutionals were Envestnet Portfolio Solutions Inc. ($379.29M), Janney Montgomery Scott LLC ($151.55M), Advocacy Wealth Management Services LLC ($47.70M), Commonwealth Equity Services LLC ($42.08M), Austin Private Wealth LLC ($34.67M), Horst & Graben Wealth Management LLC ($25.53M), and Foundations Investment Advisors LLC ($22.93M).Learn more on DYNF's institutional investors.

Which institutional investors have been buying BlackRock U.S. Equity Factor Rotation ETF stock?

Of the 100 institutional investors that purchased BlackRock U.S. Equity Factor Rotation ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Portfolio Solutions Inc. ($8.54M), Janney Montgomery Scott LLC ($3.41M), Advocacy Wealth Management Services LLC ($1.07M), Commonwealth Equity Services LLC ($941.01K), Austin Private Wealth LLC ($781.88K), Horst & Graben Wealth Management LLC ($575.03K), and Foundations Investment Advisors LLC ($560.18K).

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

Institutional investors have bought a total of 26,202,232 shares in the last 24 months. This purchase volume represents approximately $1.16B in transactions.

Which BlackRock U.S. Equity Factor Rotation ETF major shareholders have been selling company stock?

Of the 12 institutional investors that sold BlackRock U.S. Equity Factor Rotation ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cardinal Point Wealth Management Partners LLC ($555.85K), Retirement Planning Group ($243.39K), SkyOak Wealth LLC ($56.65K), Cardinal Point Capital Management ULC ($45.15K), Tower Research Capital LLC TRC ($25.67K), MML Investors Services LLC ($12.86K), and Commonwealth Equity Services LLC ($7.70K).

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

Institutional investors have sold a total of 962,603 shares in the last 24 months. This volume of shares sold represents approximately $28.78M in transactions.


This page (NYSEARCA:DYNF) was last updated on 5/7/2024 by MarketBeat.com Staff

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