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

$69.41 -0.21 (-0.30%)

As of 08/19/2026 04:10 PM Eastern

Number of Institutional Buyers (last 12 months): 86
Total Institutional Inflows (last 12 months): $2.21B

Number of Institutional Sellers (last 12 months): 20
Total Institutional Outflows (last 12 months): $71.35M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/10/2026	Kentucky Trust Co	34,591	$2.35M	1.1%	+5.1%	0.006%
7/9/2026	Atlas Brown Inc.	6,631	$451K	0.1%	+33.3%	0.001%
7/7/2026	First Citizens Financial Corp	37,725	$2.57M	1.1%	+14.0%	0.007%
7/7/2026	CoreCap Advisors LLC	172,874	$11.76M	0.3%	+2.3%	0.031%
7/6/2026	Vigilare Wealth Management	166,618	$11.33M	3.5%	-23.1%	0.030%
7/1/2026	Roxbury Financial LLC	16,195	$1.10M	0.9%	+11.7%	0.003%
7/1/2026	Global Wealth Strategies & Associates	377,330	$25.66M	4.9%	+6.1%	0.071%
6/3/2026	Parallel Advisors LLC	2,132,789	$124.09M	2.2%	+5.2%	0.402%
6/2/2026	Blue Edge Capital LLC	163,725	$9.53M	1.3%	+0.4%	0.031%
5/28/2026	Cozad Asset Management Inc.	22,837	$1.33M	0.1%	+3.8%	0.004%
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5/19/2026	Arkadios Wealth Advisors	217,518	$12.66M	0.2%	+136.2%	0.041%
5/18/2026	Sunbelt Securities Inc.	17,958	$1.05M	0.1%	+17.7%	0.003%
5/18/2026	EverSource Wealth Advisors LLC	29,702	$1.73M	0.1%	+10.3%	0.006%
5/7/2026	Wells Financial Advisors INC	9,125	$531K	2.4%	-24.0%	0.002%
5/7/2026	Parallel Advisors LLC	2,132,789	$124.09M	2.2%	+5.2%	0.402%
5/6/2026	IMA Advisory Services Inc.	93,162	$5.42M	0.5%	+4.8%	0.018%
5/6/2026	FSA Advisors Inc.	4,580	$266K	0.2%	N/A	0.001%
5/6/2026	Cornerstone Planning Group LLC	115,299	$7.44M	1.0%	+19.9%	0.022%
5/6/2026	Bessemer Group Inc.	445	$26K	0.0%	-49.4%	0.000%
5/5/2026	Bank of New York Mellon Corp	3,576,855	$208.10M	0.0%	-11.1%	0.674%
5/5/2026	Mosaic Advisors LLC	9,147	$585K	0.8%	N/A	0.002%
5/4/2026	Northland Securities Inc.	32,492	$1.89M	1.8%	+8.0%	0.006%
5/4/2026	Team Financial Group LLC	3,690	$215K	0.1%	+23.2%	0.001%
4/30/2026	First National Bank & Trust Co. of Newtown	3,745	$218K	0.0%	N/A	0.001%
4/30/2026	Beacon Financial Group	369,576	$21.50M	2.1%	-14.2%	0.070%
4/28/2026	Bogart Wealth LLC	1,476	$86K	0.0%	+733.9%	0.000%
4/28/2026	Indiana Trust & Investment Management Co	755	$44K	0.0%	N/A	0.000%
4/28/2026	Ascentis Independent Advisors	120,101	$6.99M	0.5%	+984.3%	0.023%
4/27/2026	Sound Income Strategies LLC	23,229	$1.36M	0.1%	+2.1%	0.004%
4/24/2026	Root Financial Partners LLC	919	$53K	0.0%	-55.6%	0.000%
4/24/2026	Harbor Investment Advisory LLC	2,175	$127K	0.0%	-21.3%	0.000%
4/23/2026	Spinnaker Trust	592,610	$34.48M	1.9%	+2.5%	0.113%
4/22/2026	Janney Montgomery Scott LLC	4,219,236	$245.48M	0.6%	-11.9%	0.804%
4/21/2026	ADG Wealth Management Group LLC	2,793	$162K	0.1%	N/A	0.001%
4/21/2026	Payne Capital LLC	89,285	$5.20M	4.8%	-17.5%	0.017%
4/21/2026	Fiduciary Alliance LLC	4,691	$295K	0.0%	N/A	0.001%
4/20/2026	Fifth Third Wealth Advisors LLC	165,683	$9.64M	0.3%	N/A	0.032%
4/17/2026	AdvisorNet Financial Inc	6,638	$386K	0.0%	-9.8%	0.001%
4/17/2026	Atlas Brown Inc.	4,973	$289K	0.1%	+42.2%	0.001%
4/17/2026	Roxbury Financial LLC	14,497	$843K	0.8%	+5.0%	0.003%
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4/15/2026	Nations Financial Group Inc. IA ADV	13,778	$802K	0.0%	+79.5%	0.003%
2/20/2026	Sunbelt Securities Inc.	15,261	$928K	0.1%	+346.6%	0.003%
2/19/2026	Birchwood Financial Partners Inc.	894	$54K	0.1%	N/A	0.000%
2/18/2026	Tudor Investment Corp ET AL	189,089	$11.50M	0.0%	N/A	0.036%
2/17/2026	Imprint Wealth LLC	23,950	$1.46M	6.8%	+10.8%	0.005%
2/17/2026	Advisory Services Network LLC	140,257	$8.53M	0.1%	+4.9%	0.027%
2/17/2026	Captrust Financial Advisors	20,740	$1.26M	0.0%	-6.3%	0.004%
2/17/2026	Hurley Capital LLC	873	$53K	0.0%	N/A	0.000%
2/16/2026	Icon Wealth Advisors LLC	1,046,787	$63.66M	4.2%	+3.3%	0.201%
2/13/2026	Gen Wealth Partners Inc	190,549	$11.59M	1.6%	+16.6%	0.037%
2/13/2026	Arkadios Wealth Advisors	92,086	$5.60M	0.1%	+90.4%	0.018%
2/12/2026	Bank of Jackson Hole Trust	578	$35K	0.0%	N/A	0.000%
2/12/2026	IFC & Insurance Marketing Inc.	530	$32K	0.0%	N/A	0.000%
2/12/2026	Titleist Asset Management LLC	30,179	$1.84M	0.1%	N/A	0.006%
2/12/2026	Mosley Wealth Management	72,349	$4.31M	2.0%	N/A	0.014%
2/11/2026	Janney Montgomery Scott LLC	4,787,660	$291.14M	0.7%	+1.7%	0.918%
2/11/2026	Eldridge Investment Advisors Inc.	293,970	$17.88M	3.9%	+3.3%	0.056%
2/11/2026	Commonwealth Retirement Investments LLC	69,083	$4.20M	1.4%	+10.0%	0.013%
2/11/2026	IMA Advisory Services Inc.	88,924	$5.41M	0.5%	N/A	0.017%
2/11/2026	JPMorgan Chase & Co.	24,492,775	$1.49B	0.1%	+7.0%	4.695%
2/11/2026	Nemes Rush Group LLC	444	$27K	0.0%	N/A	0.000%
2/11/2026	Mascagni Wealth Management Inc.	4,602	$280K	0.2%	-3.6%	0.001%
2/11/2026	First Command Advisory Services Inc.	22,637,020	$1.38B	9.6%	+0.5%	4.339%
2/11/2026	Parallel Advisors LLC	2,028,325	$123.34M	2.3%	+2.4%	0.389%
2/11/2026	Curio Wealth LLC	734	$45K	0.0%	N/A	0.000%
2/11/2026	Continuum Advisory LLC	9,335	$568K	0.1%	+18.5%	0.002%
2/10/2026	Bank of New York Mellon Corp	4,024,819	$244.75M	0.0%	+7.7%	0.772%
2/10/2026	Spinnaker Trust	578,290	$35.17M	1.9%	+4.4%	0.111%
2/10/2026	Root Financial Partners LLC	2,071	$126K	0.0%	+182.9%	0.000%
2/10/2026	Twin Peaks Wealth Advisors LLC	185,633	$11.50M	3.4%	+19.7%	0.036%
2/9/2026	Cary Street Partners Investment Advisory LLC	32,513	$1.98M	0.5%	+152.0%	0.006%
2/9/2026	Atlatl Advisers LLC	36,563	$2.22M	0.9%	+15.4%	0.007%
2/9/2026	Cary Street Partners Financial LLC	46,648	$2.84M	0.1%	-0.9%	0.009%
2/6/2026	EverSource Wealth Advisors LLC	26,919	$1.64M	0.1%	-11.3%	0.005%
2/6/2026	Nixon Peabody Trust Co.	4,326	$263K	0.0%	N/A	0.001%
2/6/2026	Magnolia Private Wealth LLC	14,926	$908K	0.6%	N/A	0.003%
2/6/2026	BlueStem Wealth Partners LLC	1,174,349	$71.41M	7.9%	N/A	0.225%
2/6/2026	Creative Financial Designs Inc. ADV	89,355	$5.43M	0.3%	+6.3%	0.017%
2/5/2026	Legacy Financial Group LLC	348,362	$21.21M	2.6%	+1.2%	0.067%
2/4/2026	Rollins Financial Advisors LLC	15,388	$936K	0.1%	+13.7%	0.003%
2/2/2026	Bay Harbor Wealth Management LLC	271,348	$16.50M	4.3%	+2.4%	0.052%
2/2/2026	Cornerstone Planning Group LLC	96,169	$5.94M	0.9%	+9.1%	0.019%
2/2/2026	MN Wealth Advisors LLC	22,253	$1.35M	0.7%	+6.2%	0.004%
2/2/2026	Wells Financial Advisors INC	12,005	$730K	1.4%	-50.1%	0.002%
1/30/2026	Strategic Blueprint LLC	452,646	$27.53M	1.6%	+1.0%	0.087%
1/29/2026	Kickstand Ventures LLC.	107,437	$6.53M	1.4%	+6.1%	0.021%
1/28/2026	Kingswood Wealth Advisors LLC	23,549	$1.43M	0.1%	-14.1%	0.005%
1/26/2026	Private Trust Co. NA	50,035	$3.04M	0.3%	+12.4%	0.010%
1/26/2026	Nations Financial Group Inc. IA ADV	7,676	$467K	0.0%	+49.4%	0.001%
1/23/2026	Farther Finance Advisors LLC	718,126	$43.67M	0.5%	+24.8%	0.138%
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1/23/2026	Transcend Capital Advisors LLC	36,319	$2.21M	0.2%	-36.0%	0.007%
1/23/2026	Gilliland Jeter Wealth Management LLC	27,524	$1.67M	0.5%	+34.8%	0.005%
1/23/2026	Northland Securities Inc.	30,072	$1.83M	1.8%	N/A	0.006%
1/21/2026	Kentucky Trust Co	31,593	$1.92M	1.0%	+1,429.9%	0.006%
1/21/2026	Sound Income Strategies LLC	22,753	$1.39M	0.1%	-3.2%	0.004%
1/16/2026	Trust Co. of Vermont	416	$25K	0.0%	N/A	0.000%
1/15/2026	Fortitude Family Office LLC	517	$31K	0.0%	N/A	0.000%
1/15/2026	Jaffetilchin Investment Partners LLC	3,662	$223K	0.0%	N/A	0.001%
1/14/2026	ORG Partners LLC	131,366	$7.99M	1.4%	+25.9%	0.026%
1/14/2026	Hoese & Co LLP	83,030	$5.05M	3.6%	+272.4%	0.016%

DYNF Institutional Ownership - Frequently Asked Questions

During the previous two years, 143 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 130 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), Sanctuary Advisors LLC ($1.98M), Bank of New York Mellon Corp ($1.47M), and Janney Montgomery Scott LLC ($1.21M).

Institutional investors have bought a total of 37,225,683 shares in the last 24 months. This purchase volume represents approximately $2.21B in transactions.

Of the 20 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 1,215,562 shares in the last 24 months. This volume of shares sold represents approximately $71.35M in transactions.

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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 7/10/2026. New 13F filings are added each quarter as they're published.

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

DYNF Institutional Buying and Selling by Quarter

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

DYNF Institutional Ownership - Frequently Asked Questions

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

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

DYNF Institutional Buying and Selling by Quarter

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

DYNF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DYNF shares?

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

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

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

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

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