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

iShares U.S. Equity Factor Rotation Active ETF logo
$50.28 +0.23 (+0.46%)
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)
263
Total
Institutional Inflows
(last 12 months)
$3.81B
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$75.45M
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DYNF Institutional Buying and Selling by Quarter

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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
2/24/2025 Ameriflex Group Inc.17,602$924K0.4%N/A0.010%
2/18/2025 Sunbelt Securities Inc.8,533$439K0.0%+28.0%0.005%
2/17/2025 Vermillion & White Wealth Management Group LLC10,649$546K0.4%+218.8%0.006%
2/17/2025 Sentinus LLC229,180$11.75M3.4%+3.5%0.132%
2/17/2025 Redwood Investment Management LLC58,910$3.02M0.3%+4.5%0.034%
2/17/2025 Gen Wealth Partners Inc139,882$7.17M3.1%+1.7%0.081%
2/17/2025 Cary Street Partners Financial LLC65,698$3.37M0.1%N/A0.038%
2/17/2025 Baird Financial Group Inc.82,904$4.25M0.0%-6.4%0.048%
2/17/2025 Ameriprise Financial Inc.4,327,634$221.64M0.1%+178.8%2.501%
2/17/2025 Ancora Advisors LLC220,331$11.29M0.3%+15.6%0.127%
2/13/2025 United Capital Financial Advisors LLC1,816,573$93.10M0.8%-6.3%1.050%
2/12/2025 JPMorgan Chase & Co.17,453,575$894.50M0.1%+28.0%10.086%
2/12/2025 Wells Financial Advisors INC23,935$1.23M1.7%+42.4%0.014%
2/12/2025 Mosaic Advisors LLC4,406$226K0.3%N/A0.003%
2/10/2025 Parallel Advisors LLC1,362,429$69.82M1.6%+7.4%0.787%
2/10/2025 Creative Financial Designs Inc. ADV54,874$2.81M0.2%+37.7%0.032%
2/10/2025 Eldridge 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%
2/10/2025 EverSource Wealth Advisors LLC21,339$1.09M0.1%-1.4%0.012%
2/6/2025 Mainstream Capital Management LLC4,116$211K0.1%N/A0.002%
2/5/2025 WR Wealth Planners LLC12,717$652K0.2%-57.1%0.007%
2/5/2025 Private Trust Co. NA22,859$1.17M0.1%-2.4%0.013%
2/4/2025 Twin Peaks Wealth Advisors LLC91,549$4.69M2.0%+11.3%0.053%
2/4/2025 Commonwealth Retirement Investments LLC50,533$2.59M1.1%+2.1%0.029%
2/4/2025 Bank of New York Mellon Corp2,579,640$132.21M0.0%+0.9%1.491%
2/3/2025 First Horizon Advisors Inc.190,343$9.76M0.3%-6.6%0.110%
2/3/2025 Transcend Capital Advisors LLC50,262$2.58M0.2%-36.4%0.029%
1/30/2025 Roxbury Financial LLC862$45K0.0%N/A0.000%
1/30/2025 Spinnaker Trust216,513$11.10M0.7%+20.9%0.125%
1/29/2025 Kickstand Ventures LLC.93,427$4.79M1.2%-4.2%0.054%
1/28/2025 Gilliland Jeter Wealth Management LLC10,899$559K0.2%+46.4%0.006%
1/27/2025 Bay Harbor Wealth Management LLC213,990$10.97M3.6%+4.6%0.124%
1/23/2025 Strategic Blueprint LLC371,528$19.04M1.1%-0.8%0.215%
1/22/2025 Kingswood Wealth Advisors LLC14,373$737K0.1%+10.6%0.008%
1/21/2025 Duncan 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%
1/15/2025 Arkadios 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%
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1/13/2025 PSI 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%
12/26/2024 JPMorgan Chase & Co.13,637,206$674.63M0.1%+3.7%7.881%
11/18/2024 Sunbelt Securities Inc.6,665$330K0.0%+58.9%0.004%
11/14/2024 Flow Traders U.S. LLC8,088$400K0.0%N/A0.005%
11/14/2024 Icon Wealth Advisors LLC735,607$36.39M3.0%+1.5%0.425%
11/13/2024 Private Trust Co. NA23,425$1.16M0.1%-2.3%0.014%
11/12/2024 Icon Wealth Advisors LLC5,679$281K0.0%-99.2%0.003%
11/8/2024 Avior Wealth Management LLC1,526$75K0.0%-22.5%0.001%
11/6/2024 Cornerstone Planning Group LLC1,183$60K0.0%-48.8%0.001%
11/5/2024 Commonwealth Retirement Investments LLC49,515$2.45M1.0%+2.2%0.029%
11/1/2024 Able Wealth Management LLC16,095$796K0.6%N/A0.009%
10/31/2024 Spinnaker Trust179,083$8.86M0.5%+4.9%0.103%
10/30/2024 United Advisor Group LLC19,495$964K0.2%+12.7%0.011%
10/29/2024 Farther Finance Advisors LLC381,084$18.85M0.7%+25.5%0.220%
10/28/2024 Creative Financial Designs Inc. ADV39,837$1.97M0.2%+4.3%0.023%
10/25/2024 Strategic Blueprint LLC374,555$18.53M1.2%+2.9%0.216%
10/24/2024 Bay Harbor Wealth Management LLC204,654$10.12M3.3%+2.6%0.118%
10/24/2024 Arkadios Wealth Advisors22,336$1.11M0.1%-1.8%0.013%
10/21/2024 Gilliland Jeter Wealth Management LLC7,446$368K0.1%+26.1%0.004%
10/10/2024 Sound Income Strategies LLC18,113$896K0.1%+4.6%0.010%
10/10/2024 Concourse Financial Group Securities Inc.350,554$17.34M1.0%+1.1%0.203%
10/10/2024 Retirement Planning Group LLC24,860$1.23M0.1%-10.7%0.014%
10/10/2024 Lloyd Advisory Services LLC.18,906$935K0.5%-4.8%0.011%
10/10/2024 Lion Street Advisors LLC7,460$369K0.1%+39.4%0.004%
10/10/2024 Simplicity Wealth LLC111,484$5.52M0.5%-9.4%0.064%
10/9/2024 Quotient Wealth Partners LLC29,877$1.48M0.0%+97.5%0.017%
10/9/2024 Cypress Wealth Services LLC308,185$15.25M3.2%+0.9%0.178%
10/9/2024 Kelly Financial Services LLC345,685$17.10M6.3%+0.1%0.200%
10/8/2024 CWM LLC8,847,525$437.69M1.9%-0.4%5.113%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors503,528$24.91M2.1%+11.0%0.291%
10/8/2024 Sovereign Financial Group Inc.41,280$2.04M0.5%+1.8%0.024%
10/8/2024Hoxton Planning & Management LLC91,663$4.54M1.8%+1.0%0.053%
10/8/2024 Brookstone Capital Management301,647$14.92M0.2%+25.4%0.174%
10/8/2024 Atomi Financial Group Inc.4,360$216K0.0%-10.9%0.003%
10/8/2024 Dynamic Advisor Solutions LLC11,039$546K0.0%-46.9%0.006%
10/8/2024 Mather Group LLC.26,447$1.31M0.0%+100.9%0.015%
10/7/2024 KWB Wealth322,596$15.14M2.0%+19.8%0.186%
10/7/2024 MKT Advisors LLC20,509$1.01M0.5%+1.0%0.012%
10/7/2024 Everpar Advisors LLC6,936$343K0.2%+26.1%0.004%
10/7/2024 Ehrlich Financial Group139,629$6.91M4.9%+13.0%0.081%
10/3/2024 First Citizens Financial Corp23,279$1.15M0.6%+35.1%0.013%
10/3/2024 Park Avenue Securities LLC6,370,527$315.15M3.5%N/A3.681%
10/3/2024 Unique Wealth LLC81,022$4.01M0.9%N/A0.047%
10/2/2024 Dentgroup LLC21,676$1.07M0.8%+4.4%0.013%
9/23/2024 Centaurus Financial Inc.4,681$220K0.0%N/A0.003%
9/11/2024 Summit Wealth Partners LLC5,536$260K0.1%N/A0.003%
9/5/2024 Sanctuary Advisors LLC1,977,103$85.57M0.6%N/A1.143%
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8/22/2024 Cetera Investment Advisers3,227,539$151.50M0.3%+15.4%1.865%
8/21/2024 Truist Financial Corp765,954$35.95M0.1%+14.6%0.443%
8/19/2024 B. Riley Wealth Advisors Inc.307,292$14.42M0.4%N/A0.178%
8/16/2024 Gateway Wealth Partners LLC65,374$3.07M0.9%+11.2%0.038%
8/16/2024 High Falls Advisors Inc509,389$23.91M5.8%+35.5%0.294%
8/16/2024 Regal Investment Advisors LLC153,656$7.21M0.5%+3.7%0.089%
8/16/2024 Invst LLC588,247$27.71M3.1%+18.6%0.340%
8/16/2024 Sunbelt Securities Inc.4,195$197K0.0%+13,009.4%0.002%
8/16/2024 Northwestern Mutual Wealth Management Co.951,892$44.68M0.0%+85,271.5%0.550%
8/16/2024 NewEdge Advisors LLC1,913,948$89.84M0.6%+60.4%1.106%
(Data available from 1/1/2016 forward)

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DYNF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DYNF shares?

During the previous two years, 285 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. ($894.50M), LPL Financial LLC ($817.08M), Envestnet Portfolio Solutions Inc. ($452.22M), CWM LLC ($437.69M), Park Avenue Securities LLC ($315.15M), and Ameriprise Financial Inc. ($221.64M).Learn more on DYNF's institutional investors.

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

Of the 270 institutional investors that purchased iShares U.S. Equity Factor Rotation Active ETF 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. ($4.30M), LPL Financial LLC ($4.04M), Janney Montgomery Scott LLC ($3.55M), and Cetera Investment Advisers ($3.23M).

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

Institutional investors have bought a total of 83,075,141 shares in the last 24 months. This purchase volume represents approximately $3.85B in transactions.

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

Of the 44 institutional investors that sold iShares U.S. Equity Factor Rotation Active ETF 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), United Capital Financial Advisors LLC ($121.89K), AdvisorNet Financial Inc ($95.33K), Spire Wealth Management ($78.34K), Aptus Capital Advisors LLC ($48.20K), and Cardinal Point Capital Management ULC ($45.15K).

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

Institutional investors have sold a total of 1,623,518 shares in the last 24 months. This volume of shares sold represents approximately $78.46M in transactions.


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This page (NYSEARCA:DYNF) was last updated on 3/25/2025 by MarketBeat.com Staff
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