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

iShares U.S. Equity Factor Rotation Active ETF logo
$46.30 +0.40 (+0.88%)
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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)
261
Total
Institutional Inflows
(last 12 months)
$3.62B
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$75.36M
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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
4/17/2025Janney Montgomery Scott LLC3,774,434$184.04M0.5%+1.5%1.208%
4/16/2025Twin Peaks Wealth Advisors LLC106,876$5.02M2.3%+16.7%0.034%
4/14/2025 Farther Finance Advisors LLC692,343$33.88M0.9%+15.3%0.222%
4/9/2025 Roxbury Financial LLC3,014$157K0.2%+249.7%0.001%
4/9/2025 NBC Securities Inc.1,949$95K0.0%+194,800.0%0.001%
4/8/2025 Global Financial Private Client LLC5,140$251K0.1%+6.1%0.002%
4/8/2025 Parallel Advisors LLC1,469,251$71.64M1.5%+7.8%0.470%
4/7/2025 AdvisorNet Financial Inc6,808$332K0.0%+61.0%0.002%
4/3/2025 First Citizens Financial Corp29,147$1.42M0.8%+11.3%0.010%
4/1/2025 MassMutual Private Wealth & Trust FSB1,084$53K0.0%N/A0.000%
2/24/2025Ameriflex Group Inc.17,602$924K0.4%N/A0.010%
2/18/2025Sunbelt Securities Inc.8,533$439K0.0%+28.0%0.005%
2/17/2025Vermillion & White Wealth Management Group LLC10,649$546K0.4%+218.8%0.006%
2/17/2025Sentinus LLC229,180$11.75M3.4%+3.5%0.132%
2/17/2025Redwood Investment Management LLC58,910$3.02M0.3%+4.5%0.034%
2/17/2025Gen Wealth Partners Inc139,882$7.17M3.1%+1.7%0.081%
2/17/2025Cary Street Partners Financial LLC65,698$3.37M0.1%N/A0.038%
2/17/2025Baird Financial Group Inc.82,904$4.25M0.0%-6.4%0.048%
2/17/2025Ameriprise Financial Inc.4,327,634$221.64M0.1%+178.8%2.501%
2/17/2025Ancora Advisors LLC220,331$11.29M0.3%+15.6%0.127%
2/13/2025United Capital Financial Advisors LLC1,816,573$93.10M0.8%-6.3%1.050%
2/12/2025JPMorgan Chase & Co.17,453,575$894.50M0.1%+28.0%10.086%
2/12/2025Wells Financial Advisors INC23,935$1.23M1.7%+42.4%0.014%
2/12/2025Mosaic Advisors LLC4,406$226K0.3%N/A0.003%
2/10/2025 Parallel Advisors LLC1,362,429$69.82M1.6%+7.4%0.787%
2/10/2025Creative Financial Designs Inc. ADV54,874$2.81M0.2%+37.7%0.032%
2/10/2025Eldridge 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%
2/10/2025EverSource Wealth Advisors LLC21,339$1.09M0.1%-1.4%0.012%
2/6/2025Mainstream Capital Management LLC4,116$211K0.1%N/A0.002%
2/5/2025WR Wealth Planners LLC12,717$652K0.2%-57.1%0.007%
2/5/2025Private Trust Co. NA22,859$1.17M0.1%-2.4%0.013%
2/4/2025Twin Peaks Wealth Advisors LLC91,549$4.69M2.0%+11.3%0.053%
2/4/2025Commonwealth Retirement Investments LLC50,533$2.59M1.1%+2.1%0.029%
2/4/2025Bank of New York Mellon Corp2,579,640$132.21M0.0%+0.9%1.491%
2/3/2025First Horizon Advisors Inc.190,343$9.76M0.3%-6.6%0.110%
2/3/2025Transcend Capital Advisors LLC50,262$2.58M0.2%-36.4%0.029%
1/30/2025 Roxbury Financial LLC862$45K0.0%N/A0.000%
1/30/2025Spinnaker Trust216,513$11.10M0.7%+20.9%0.125%
1/29/2025Kickstand Ventures LLC.93,427$4.79M1.2%-4.2%0.054%
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1/28/2025Gilliland Jeter Wealth Management LLC10,899$559K0.2%+46.4%0.006%
1/27/2025Bay Harbor Wealth Management LLC213,990$10.97M3.6%+4.6%0.124%
1/23/2025Strategic Blueprint LLC371,528$19.04M1.1%-0.8%0.215%
1/22/2025Kingswood Wealth Advisors LLC14,373$737K0.1%+10.6%0.008%
1/21/2025Duncan Williams Asset Management LLC5,080$260K0.1%N/A0.003%
1/17/2025Avior Wealth Management LLC1,878$96K0.0%+23.1%0.001%
1/17/2025Janney Montgomery Scott LLC3,717,977$190.55M0.5%+3.9%2.148%
1/15/2025Arkadios 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%
1/13/2025PSI Advisors LLC1,151$59K0.0%N/A0.001%
1/13/2025 AdvisorNet Financial Inc4,229$217K0.0%-95.8%0.002%
1/10/2025ORG Partners LLC6,813$349K0.0%-13.6%0.004%
1/3/2025 First Citizens Financial Corp26,184$1.34M0.7%+12.5%0.015%
12/26/2024JPMorgan Chase & Co.13,637,206$674.63M0.1%+3.7%7.881%
11/18/2024Sunbelt Securities Inc.6,665$330K0.0%+58.9%0.004%
11/14/2024Flow Traders U.S. LLC8,088$400K0.0%N/A0.005%
11/14/2024Icon Wealth Advisors LLC735,607$36.39M3.0%+1.5%0.425%
11/13/2024Private Trust Co. NA23,425$1.16M0.1%-2.3%0.014%
11/12/2024Icon Wealth Advisors LLC5,679$281K0.0%-99.2%0.003%
11/8/2024Avior Wealth Management LLC1,526$75K0.0%-22.5%0.001%
11/6/2024Cornerstone Planning Group LLC1,183$60K0.0%-48.8%0.001%
11/5/2024Commonwealth Retirement Investments LLC49,515$2.45M1.0%+2.2%0.029%
11/1/2024Able Wealth Management LLC16,095$796K0.6%N/A0.009%
10/31/2024Spinnaker Trust179,083$8.86M0.5%+4.9%0.103%
10/30/2024United 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%
10/28/2024Creative Financial Designs Inc. ADV39,837$1.97M0.2%+4.3%0.023%
10/25/2024Strategic Blueprint LLC374,555$18.53M1.2%+2.9%0.216%
10/24/2024Bay Harbor Wealth Management LLC204,654$10.12M3.3%+2.6%0.118%
10/24/2024Arkadios Wealth Advisors22,336$1.11M0.1%-1.8%0.013%
10/21/2024Gilliland Jeter Wealth Management LLC7,446$368K0.1%+26.1%0.004%
10/10/2024Sound Income Strategies LLC18,113$896K0.1%+4.6%0.010%
10/10/2024Concourse 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%
10/10/2024Lion Street Advisors LLC7,460$369K0.1%+39.4%0.004%
10/10/2024 Simplicity Wealth LLC111,484$5.52M0.5%-9.4%0.064%
10/9/2024Quotient 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%
10/8/2024CWM LLC8,847,525$437.69M1.9%-0.4%5.113%
10/8/2024C2P 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%
10/8/2024Brookstone Capital Management301,647$14.92M0.2%+25.4%0.174%
10/8/2024Atomi Financial Group Inc.4,360$216K0.0%-10.9%0.003%
10/8/2024Dynamic Advisor Solutions LLC11,039$546K0.0%-46.9%0.006%
10/8/2024Mather Group LLC.26,447$1.31M0.0%+100.9%0.015%
10/7/2024 KWB Wealth322,596$15.14M2.0%+19.8%0.186%
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Here’s the full story for you.
10/7/2024 MKT Advisors LLC20,509$1.01M0.5%+1.0%0.012%
10/7/2024Everpar 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%
9/23/2024Centaurus Financial Inc.4,681$220K0.0%N/A0.003%
9/11/2024Summit Wealth Partners LLC5,536$260K0.1%N/A0.003%
9/5/2024Sanctuary Advisors LLC1,977,103$85.57M0.6%N/A1.143%
(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, 287 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 272 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 ($3.61M), 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 83,356,686 shares in the last 24 months. This purchase volume represents approximately $3.86B 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 4/17/2025 by MarketBeat.com Staff
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