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

iShares U.S. Equity Factor Rotation Active ETF logo
$65.64 -1.21 (-1.81%)
As of 04:10 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)
88
Total
Institutional Inflows
(last 12 months)
$2.43B
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$74.13M
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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
7/10/2026 Kentucky Trust Co34,591$2.35M1.1%+5.1%0.006%
7/9/2026 Atlas Brown Inc.6,631$451K0.1%+33.3%0.001%
7/7/2026 First Citizens Financial Corp37,725$2.57M1.1%+14.0%0.007%
7/7/2026 CoreCap Advisors LLC172,874$11.76M0.3%+2.3%0.031%
7/6/2026 Vigilare Wealth Management166,618$11.33M3.5%-23.1%0.030%
7/1/2026 Roxbury Financial LLC16,195$1.10M0.9%+11.7%0.003%
7/1/2026 Global Wealth Strategies & Associates377,330$25.66M4.9%+6.1%0.071%
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%
5/18/2026 EverSource Wealth Advisors LLC29,702$1.73M0.1%+10.3%0.006%
5/7/2026 Wells 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%
5/4/2026 Team 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%
4/30/2026 Beacon Financial Group369,576$21.50M2.1%-14.2%0.070%
4/28/2026 Bogart Wealth LLC1,476$86K0.0%+733.9%0.000%
4/28/2026 Indiana Trust & Investment Management Co755$44K0.0%N/A0.000%
4/28/2026Ascentis Independent Advisors120,101$6.99M0.5%+984.3%0.023%
4/27/2026 Sound Income Strategies LLC23,229$1.36M0.1%+2.1%0.004%
4/24/2026Root Financial Partners LLC919$53K0.0%-55.6%0.000%
4/24/2026 Harbor Investment Advisory LLC2,175$127K0.0%-21.3%0.000%
4/23/2026Spinnaker Trust592,610$34.48M1.9%+2.5%0.113%
4/22/2026Janney Montgomery Scott LLC4,219,236$245.48M0.6%-11.9%0.804%
4/21/2026 ADG Wealth Management Group LLC2,793$162K0.1%N/A0.001%
4/21/2026Payne Capital LLC89,285$5.20M4.8%-17.5%0.017%
4/21/2026 Fiduciary Alliance LLC4,691$295K0.0%N/A0.001%
4/20/2026 Fifth Third Wealth Advisors LLC165,683$9.64M0.3%N/A0.032%
4/17/2026 AdvisorNet Financial Inc6,638$386K0.0%-9.8%0.001%
4/17/2026 Atlas Brown Inc.4,973$289K0.1%+42.2%0.001%
4/17/2026 Roxbury Financial LLC14,497$843K0.8%+5.0%0.003%
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4/15/2026 Nations 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%
2/12/2026 IFC & Insurance Marketing Inc.530$32K0.0%N/A0.000%
2/12/2026 Titleist Asset Management LLC30,179$1.84M0.1%N/A0.006%
2/12/2026 Mosley 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%
2/9/2026 Cary Street Partners Investment Advisory LLC32,513$1.98M0.5%+152.0%0.006%
2/9/2026 Atlatl Advisers LLC36,563$2.22M0.9%+15.4%0.007%
2/9/2026 Cary Street Partners Financial LLC46,648$2.84M0.1%-0.9%0.009%
2/6/2026 EverSource Wealth Advisors LLC26,919$1.64M0.1%-11.3%0.005%
2/6/2026 Nixon 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%
2/6/2026 Creative 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%
2/2/2026 Bay 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%
2/2/2026 MN Wealth Advisors LLC22,253$1.35M0.7%+6.2%0.004%
2/2/2026 Wells Financial Advisors INC12,005$730K1.4%-50.1%0.002%
1/30/2026 Strategic Blueprint LLC452,646$27.53M1.6%+1.0%0.087%
1/29/2026Kickstand Ventures LLC.107,437$6.53M1.4%+6.1%0.021%
1/28/2026 Kingswood Wealth Advisors LLC23,549$1.43M0.1%-14.1%0.005%
1/26/2026 Private Trust Co. NA50,035$3.04M0.3%+12.4%0.010%
1/26/2026 Nations Financial Group Inc. IA ADV7,676$467K0.0%+49.4%0.001%
1/23/2026 Farther Finance Advisors LLC718,126$43.67M0.5%+24.8%0.138%
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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%
1/23/2026Northland Securities Inc.30,072$1.83M1.8%N/A0.006%
1/21/2026 Kentucky Trust Co31,593$1.92M1.0%+1,429.9%0.006%
1/21/2026 Sound Income Strategies LLC22,753$1.39M0.1%-3.2%0.004%
1/16/2026Trust Co. of Vermont416$25K0.0%N/A0.000%
1/15/2026 Fortitude Family Office LLC517$31K0.0%N/A0.000%
1/15/2026Jaffetilchin Investment Partners LLC3,662$223K0.0%N/A0.001%
1/14/2026ORG Partners LLC131,366$7.99M1.4%+25.9%0.026%
1/14/2026 Hoese & Co LLP83,030$5.05M3.6%+272.4%0.016%


DYNF Institutional Ownership - Frequently Asked Questions

During the previous two years, 227 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. ($1.49B), First Command Advisory Services Inc. ($1.38B), LPL Financial LLC ($817.08M), Ameriprise Financial Inc. ($724.90M), CWM LLC ($437.69M), and Park Avenue Securities LLC ($315.15M).Learn more on iShares U.S. Equity Factor Rotation Active ETF's institutional investors.

Of the 209 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), Envestnet Asset Management Inc. ($7.05M), Park Avenue Securities LLC ($6.37M), LPL Financial LLC ($4.04M), and Parallel Advisors LLC ($2.13M).

Institutional investors have bought a total of 41,244,084 shares in the last 24 months. This purchase volume represents approximately $2.43B in transactions.

Of the 21 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), Captrust Financial Advisors ($48.01K), Transcend Capital Advisors LLC ($20.41K), and Payne Capital LLC ($18.95K).

Institutional investors have sold a total of 1,266,745 shares in the last 24 months. This volume of shares sold represents approximately $74.13M in transactions.


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This page (NYSEARCA:DYNF) was last updated on 7/29/2026 by MarketBeat.com Staff.
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