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

iShares U.S. Equity Factor Rotation Active ETF logo
$69.49 +0.23 (+0.33%)
Closing price 04:10 PM Eastern
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$69.49 0.00 (0.00%)
As of 07:30 PM Eastern
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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)
89
Total
Institutional Inflows
(last 12 months)
$2.27B
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$71.70M
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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
10/1/2026Roxbury Financial LLC17,979$1.25M1.0%+11.0%0.003%
9/9/2026Blue Edge Capital LLC161,885$11.01M1.3%-1.1%0.028%
8/22/2026NBH Bank578$39K0.0%N/A0.000%
8/22/2026Shah Wealth Advisors LLC993,630$67.58M15.6%N/A0.174%
8/22/2026Strive Financial Group LLC690$47K0.0%N/A0.000%
8/22/2026Kickstand Ventures LLC.106,404$7.24M1.3%-2.0%0.019%
8/21/2026Continuum Advisory LLC9,177$624K0.1%+12.4%0.002%
8/21/2026Lionsbridge Wealth Management LLC24,083$1.64M1.4%-4.8%0.004%
7/10/2026Kentucky Trust Co34,591$2.35M1.1%+5.1%0.006%
7/9/2026Atlas Brown Inc.6,631$451K0.1%+33.3%0.001%
7/7/2026First Citizens Financial Corp37,725$2.57M1.1%+14.0%0.007%
7/7/2026CoreCap Advisors LLC172,874$11.76M0.3%+2.3%0.031%
7/6/2026Vigilare Wealth Management166,618$11.33M3.5%-23.1%0.030%
7/1/2026Roxbury Financial LLC16,195$1.10M0.9%+11.7%0.003%
7/1/2026Global Wealth Strategies & Associates377,330$25.66M4.9%+6.1%0.066%
6/3/2026Parallel Advisors LLC2,132,789$124.09M2.2%+5.2%0.402%
6/2/2026Blue Edge Capital LLC163,725$9.53M1.3%+0.4%0.031%
5/28/2026Cozad Asset Management Inc.22,837$1.33M0.1%+3.8%0.004%
5/19/2026Arkadios Wealth Advisors217,518$12.66M0.2%+136.2%0.041%
5/18/2026Sunbelt Securities Inc.17,958$1.05M0.1%+17.7%0.003%
5/18/2026EverSource Wealth Advisors LLC29,702$1.73M0.1%+10.3%0.006%
5/7/2026Wells Financial Advisors INC9,125$531K2.4%-24.0%0.002%
5/7/2026Parallel Advisors LLC2,132,789$124.09M2.2%+5.2%0.402%
5/6/2026IMA Advisory Services Inc.93,162$5.42M0.5%+4.8%0.018%
5/6/2026FSA Advisors Inc.4,580$266K0.2%N/A0.001%
5/6/2026Cornerstone Planning Group LLC115,299$7.44M1.0%+19.9%0.022%
5/6/2026Bessemer Group Inc.445$26K0.0%-49.4%0.000%
5/5/2026Bank of New York Mellon Corp3,576,855$208.10M0.0%-11.1%0.674%
5/5/2026Mosaic Advisors LLC9,147$585K0.8%N/A0.002%
5/4/2026Northland Securities Inc.32,492$1.89M1.8%+8.0%0.006%
5/4/2026Team Financial Group LLC3,690$215K0.1%+23.2%0.001%
4/30/2026First National Bank & Trust Co. of Newtown3,745$218K0.0%N/A0.001%
4/30/2026Beacon Financial Group369,576$21.50M2.1%-14.2%0.070%
4/28/2026Bogart Wealth LLC1,476$86K0.0%+733.9%0.000%
4/28/2026Indiana Trust & Investment Management Co755$44K0.0%N/A0.000%
4/28/2026Ascentis Independent Advisors120,101$6.99M0.5%+984.3%0.023%
4/27/2026Sound Income Strategies LLC23,229$1.36M0.1%+2.1%0.004%
4/24/2026Root Financial Partners LLC919$53K0.0%-55.6%0.000%
4/24/2026Harbor Investment Advisory LLC2,175$127K0.0%-21.3%0.000%
4/23/2026Spinnaker Trust592,610$34.48M1.9%+2.5%0.113%
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4/22/2026Janney Montgomery Scott LLC4,219,236$245.48M0.6%-11.9%0.804%
4/21/2026ADG Wealth Management Group LLC2,793$162K0.1%N/A0.001%
4/21/2026Payne Capital LLC89,285$5.20M4.8%-17.5%0.017%
4/21/2026Fiduciary Alliance LLC4,691$295K0.0%N/A0.001%
4/20/2026Fifth Third Wealth Advisors LLC165,683$9.64M0.3%N/A0.032%
4/17/2026AdvisorNet Financial Inc6,638$386K0.0%-9.8%0.001%
4/17/2026Atlas Brown Inc.4,973$289K0.1%+42.2%0.001%
4/17/2026Roxbury Financial LLC14,497$843K0.8%+5.0%0.003%
4/15/2026Nations Financial Group Inc. IA ADV13,778$802K0.0%+79.5%0.003%
2/20/2026Sunbelt Securities Inc.15,261$928K0.1%+346.6%0.003%
2/19/2026Birchwood Financial Partners Inc.894$54K0.1%N/A0.000%
2/18/2026Tudor Investment Corp ET AL189,089$11.50M0.0%N/A0.036%
2/17/2026Imprint Wealth LLC23,950$1.46M6.8%+10.8%0.005%
2/17/2026Advisory Services Network LLC140,257$8.53M0.1%+4.9%0.027%
2/17/2026Captrust Financial Advisors20,740$1.26M0.0%-6.3%0.004%
2/17/2026Hurley Capital LLC873$53K0.0%N/A0.000%
2/16/2026Icon Wealth Advisors LLC1,046,787$63.66M4.2%+3.3%0.201%
2/13/2026Gen Wealth Partners Inc190,549$11.59M1.6%+16.6%0.037%
2/13/2026Arkadios Wealth Advisors92,086$5.60M0.1%+90.4%0.018%
2/12/2026Bank of Jackson Hole Trust578$35K0.0%N/A0.000%
2/12/2026IFC & Insurance Marketing Inc.530$32K0.0%N/A0.000%
2/12/2026Titleist Asset Management LLC30,179$1.84M0.1%N/A0.006%
2/12/2026Mosley Wealth Management72,349$4.31M2.0%N/A0.014%
2/11/2026Janney Montgomery Scott LLC4,787,660$291.14M0.7%+1.7%0.918%
2/11/2026Eldridge Investment Advisors Inc.293,970$17.88M3.9%+3.3%0.056%
2/11/2026Commonwealth Retirement Investments LLC69,083$4.20M1.4%+10.0%0.013%
2/11/2026IMA Advisory Services Inc.88,924$5.41M0.5%N/A0.017%
2/11/2026JPMorgan Chase & Co.24,492,775$1.49B0.1%+7.0%4.695%
2/11/2026Nemes Rush Group LLC444$27K0.0%N/A0.000%
2/11/2026Mascagni Wealth Management Inc.4,602$280K0.2%-3.6%0.001%
2/11/2026First Command Advisory Services Inc.22,637,020$1.38B9.6%+0.5%4.339%
2/11/2026Parallel Advisors LLC2,028,325$123.34M2.3%+2.4%0.389%
2/11/2026Curio Wealth LLC734$45K0.0%N/A0.000%
2/11/2026Continuum Advisory LLC9,335$568K0.1%+18.5%0.002%
2/10/2026Bank of New York Mellon Corp4,024,819$244.75M0.0%+7.7%0.772%
2/10/2026Spinnaker Trust578,290$35.17M1.9%+4.4%0.111%
2/10/2026Root Financial Partners LLC2,071$126K0.0%+182.9%0.000%
2/10/2026Twin Peaks Wealth Advisors LLC185,633$11.50M3.4%+19.7%0.036%
2/9/2026Cary Street Partners Investment Advisory LLC32,513$1.98M0.5%+152.0%0.006%
2/9/2026Atlatl Advisers LLC36,563$2.22M0.9%+15.4%0.007%
2/9/2026Cary Street Partners Financial LLC46,648$2.84M0.1%-0.9%0.009%
2/6/2026EverSource Wealth Advisors LLC26,919$1.64M0.1%-11.3%0.005%
2/6/2026Nixon Peabody Trust Co.4,326$263K0.0%N/A0.001%
2/6/2026Magnolia Private Wealth LLC14,926$908K0.6%N/A0.003%
2/6/2026BlueStem Wealth Partners LLC1,174,349$71.41M7.9%N/A0.225%
2/6/2026Creative Financial Designs Inc. ADV89,355$5.43M0.3%+6.3%0.017%
2/5/2026Legacy Financial Group LLC348,362$21.21M2.6%+1.2%0.067%
2/4/2026Rollins Financial Advisors LLC15,388$936K0.1%+13.7%0.003%
2/2/2026Bay Harbor Wealth Management LLC271,348$16.50M4.3%+2.4%0.052%
2/2/2026Cornerstone Planning Group LLC96,169$5.94M0.9%+9.1%0.019%
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2/2/2026MN Wealth Advisors LLC22,253$1.35M0.7%+6.2%0.004%
2/2/2026Wells Financial Advisors INC12,005$730K1.4%-50.1%0.002%
1/30/2026Strategic Blueprint LLC452,646$27.53M1.6%+1.0%0.087%
1/29/2026Kickstand Ventures LLC.107,437$6.53M1.4%+6.1%0.021%
1/28/2026Kingswood Wealth Advisors LLC23,549$1.43M0.1%-14.1%0.005%
1/26/2026Private Trust Co. NA50,035$3.04M0.3%+12.4%0.010%
1/26/2026Nations Financial Group Inc. IA ADV7,676$467K0.0%+49.4%0.001%
1/23/2026Farther Finance Advisors LLC718,126$43.67M0.5%+24.8%0.138%
1/23/2026Transcend Capital Advisors LLC36,319$2.21M0.2%-36.0%0.007%
1/23/2026Gilliland Jeter Wealth Management LLC27,524$1.67M0.5%+34.8%0.005%


DYNF Institutional Ownership - Frequently Asked Questions

During the previous two years, 142 institutional investors and hedge funds held shares of iShares U.S. Equity Factor Rotation Active ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($1.49B), First Command Advisory Services Inc. ($1.38B), Ameriprise Financial Inc. ($724.90M), CWM LLC ($437.69M), Park Avenue Securities LLC ($315.15M), Janney Montgomery Scott LLC ($245.48M), and Bank of New York Mellon Corp ($208.10M).Learn more on iShares U.S. Equity Factor Rotation Active ETF's institutional investors.

Of the 128 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: First Command Advisory Services Inc. ($22.64M), JPMorgan Chase & Co. ($11.34M), Ameriprise Financial Inc. ($10.70M), Park Avenue Securities LLC ($6.37M), Bank of New York Mellon Corp ($1.47M), Janney Montgomery Scott LLC ($1.21M), and BlueStem Wealth Partners LLC ($1.17M).

Institutional investors have bought a total of 38,074,486 shares in the last 24 months. This purchase volume represents approximately $2.27B in transactions.

Of the 22 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: Janney Montgomery Scott LLC ($568.42K), Bank of New York Mellon Corp ($447.96K), Beacon Financial Group ($61.25K), Vigilare Wealth Management ($49.92K), Transcend Capital Advisors LLC ($20.41K), Payne Capital LLC ($18.95K), and Wells Financial Advisors INC ($14.91K).

Institutional investors have sold a total of 1,220,734 shares in the last 24 months. This volume of shares sold represents approximately $71.70M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:DYNF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/1/2026. New 13F filings are added each quarter as they're published.
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