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

iShares U.S. Equity Factor Rotation Active ETF logo
$57.22 +0.12 (+0.21%)
Closing price 04:10 PM Eastern
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$57.22 0.00 (-0.01%)
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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)
96
Total
Institutional Inflows
(last 12 months)
$1.33B
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$68.47M
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Skip Chart & View Institutional Buying and Selling Data

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
8/13/2025 Cary Street Partners Investment Advisory LLC11,015$600K0.3%+2.5%0.003%
8/13/2025 Marshall Wace LLP101,589$5.53M0.0%N/A0.027%
8/13/2025 EverSource Wealth Advisors LLC29,974$1.63M0.1%-11.7%0.008%
8/13/2025 Twin Peaks Wealth Advisors LLC122,064$6.97M2.3%+14.2%0.032%
8/12/2025 JPMorgan Chase & Co.19,656,038$1.07B0.1%+5.6%5.157%
8/7/2025 Rollins Financial Advisors LLC9,953$542K0.1%N/A0.003%
8/6/2025 First Horizon Advisors Inc.211,341$11.51M0.3%+4.2%0.055%
8/5/2025 Bank of New York Mellon Corp2,942,777$160.26M0.0%+6.6%0.772%
8/4/2025 Creative Financial Designs Inc. ADV81,063$4.42M0.3%+12.2%0.021%
8/4/2025 Spinnaker Trust505,292$27.52M1.7%+104.1%0.133%
8/4/2025 Arkadios Wealth Advisors38,989$2.12M0.1%+3.5%0.010%
8/1/2025 Rossby Financial LCC5,879$320K0.1%+72.4%0.002%
8/1/2025 Transcend Capital Advisors LLC50,917$2.77M0.2%+1.4%0.013%
7/31/2025 Atlatl Advisers LLC25,271$1.38M0.7%-2.3%0.007%
7/31/2025 MN Wealth Advisors LLC18,150$988K0.6%+117.9%0.005%
7/30/2025 Strategic Blueprint LLC392,255$21.36M1.0%+4.2%0.103%
7/30/2025 Bogart Wealth LLC784$43K0.0%N/A0.000%
7/29/2025 Hoese & Co LLP3,670$200K0.2%N/A0.001%
7/29/2025 Private Trust Co. NA26,526$1.45M0.1%+6.5%0.007%
7/24/2025 Gilliland Jeter Wealth Management LLC15,728$857K0.3%+31.2%0.004%
7/23/2025 Kingswood Wealth Advisors LLC20,103$1.10M0.1%+5.0%0.006%
7/22/2025 Duncan Williams Asset Management LLC102,138$5.56M0.9%N/A0.029%
7/22/2025 Kickstand Ventures LLC.102,138$5.56M1.3%+10.9%0.029%
7/22/2025 Bay Harbor Wealth Management LLC225,095$12.26M3.6%-2.0%0.063%
7/21/2025 Ameriflex Group Inc.26,785$1.44M0.8%+8.8%0.008%
7/17/2025 Janney Montgomery Scott LLC4,026,678$219.29M0.6%+6.7%1.137%
7/16/2025 ORG Partners LLC58,428$3.18M0.7%+931.9%0.017%
7/15/2025 Kentucky Trust Co1,045$57K0.0%N/A0.000%
7/14/2025 AdvisorNet Financial Inc7,084$386K0.0%+4.1%0.002%
7/11/2025 Farther Finance Advisors LLC455,492$24.81M0.5%-34.2%0.129%
7/9/2025 MassMutual Private Wealth & Trust FSB644$35K0.0%-40.6%0.000%
7/8/2025 Parallel Advisors LLC1,578,498$85.97M1.7%+7.4%0.448%
7/7/2025 First Citizens Financial Corp26,739$1.46M0.8%-8.3%0.008%
7/7/2025 Roxbury Financial LLC7,176$391K0.4%+138.1%0.002%
7/1/2025 Harbor Investment Advisory LLC2,091$114K0.0%+285.1%0.001%
5/16/2025Ancora Advisors LLC206,068$10.05M0.2%-6.5%0.065%
5/15/2025 Ameriflex Group Inc.24,622$1.20M0.5%+39.9%0.008%
5/15/2025OLD Mission Capital LLC9,714$474K0.0%N/A0.003%
5/14/2025Redwood Investment Management LLC61,463$3.00M0.3%+4.3%0.019%
5/14/2025Ameriprise Financial Inc.6,667,521$325.06M0.1%+54.1%2.102%
When the levee breaks (Ad)

The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was projected. According to Porter Stansberry, this is panic-level borrowing… and a clear sign we’re nearing America’s financial breaking point. In his latest emergency briefing, Porter outlines why the cracks in our system are widening fast—and how Trump’s policies may be accelerating the collapse. More importantly, he reveals three moves you can make now to protect and potentially grow your wealth before the levee breaks.

Click here to watch the urgent broadcast and get ahead of what’s coming.
5/13/2025Gen Wealth Partners Inc144,074$7.03M2.9%+3.0%0.045%
5/13/2025 EverSource Wealth Advisors LLC33,955$1.66M0.1%+59.1%0.011%
5/12/2025Scissortail Wealth Management LLC202,726$9.89M2.5%-0.8%0.064%
5/12/2025 JPMorgan Chase & Co.18,612,216$907.53M0.1%+6.6%5.869%
5/12/2025 Zions Bancorporation National Association UT4,709$230K0.0%N/A0.001%
5/9/2025 Cary Street Partners Investment Advisory LLC10,742$524K0.3%+3.2%0.003%
5/9/2025 Commonwealth Retirement Investments LLC52,049$2.54M1.0%+3.0%0.016%
5/9/2025 Cary Street Partners Financial LLC60,380$2.94M0.1%-8.1%0.019%
5/9/2025 Kickstand Ventures LLC.92,088$4.49M1.2%-1.4%0.029%
5/8/2025 Arkadios Wealth Advisors37,662$1.84M0.1%+52.0%0.012%
5/5/2025 Mosaic Advisors LLC5,897$288K0.4%+33.8%0.002%
4/30/2025 Christopher J. Hasenberg Inc989$48K0.0%N/A0.000%
4/30/2025 Cornerstone Planning Group LLC2,261$106K0.0%+121.4%0.001%
4/30/2025 Gilliland Jeter Wealth Management LLC11,990$585K0.2%+10.0%0.004%
4/29/2025 Bank of New York Mellon Corp2,760,735$134.61M0.0%+7.0%0.871%
4/29/2025 Strategic Blueprint LLC376,471$18.36M1.0%+1.3%0.119%
4/28/2025 First Horizon Advisors Inc.202,886$9.89M0.3%+6.6%0.064%
4/28/2025 Private Trust Co. NA24,900$1.21M0.1%+8.9%0.008%
4/28/2025 Mainstream Capital Management LLC5,656$276K0.2%+37.4%0.002%
4/28/2025 Fedenia Advisers LLC25,860$1.26M0.8%-1.2%0.008%
4/28/2025 Rossby Financial LCC3,410$164K0.1%N/A0.001%
4/25/2025 Spinnaker Trust247,596$12.07M0.8%+14.4%0.078%
4/23/2025 Creative Financial Designs Inc. ADV72,279$3.52M0.3%+31.7%0.023%
4/23/2025 Bessemer Group Inc.614$30K0.0%+101.3%0.000%
4/21/2025 ORG Partners LLC5,662$277K0.1%-16.9%0.002%
4/21/2025 PSI Advisors LLC1,393$68K0.0%+21.0%0.000%
4/21/2025 Kingswood Wealth Advisors LLC19,142$933K0.0%+33.2%0.006%
4/21/2025 MN Wealth Advisors LLC8,330$406K0.2%N/A0.003%
4/17/2025 Janney Montgomery Scott LLC3,774,434$184.04M0.5%+1.5%1.208%
4/16/2025 Twin 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%
2/24/2025 Ameriflex Group Inc.17,602$924K0.4%N/A0.010%
2/18/2025Sunbelt 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%
2/17/2025Sentinus 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%
2/17/2025 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%
2/17/2025Ameriprise 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%
2/13/2025 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%
When the levee breaks (Ad)

The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was projected. According to Porter Stansberry, this is panic-level borrowing… and a clear sign we’re nearing America’s financial breaking point. In his latest emergency briefing, Porter outlines why the cracks in our system are widening fast—and how Trump’s policies may be accelerating the collapse. More importantly, he reveals three moves you can make now to protect and potentially grow your wealth before the levee breaks.

Click here to watch the urgent broadcast and get ahead of what’s coming.
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%
2/5/2025WR 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%
(Data available from 1/1/2016 forward)

DYNF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DYNF shares?

During the previous two years, 300 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. ($1.07B), LPL Financial LLC ($817.08M), Envestnet Portfolio Solutions Inc. ($452.22M), CWM LLC ($437.69M), Ameriprise Financial Inc. ($325.06M), and Park Avenue Securities LLC ($315.15M).Learn more on iShares U.S. Equity Factor Rotation Active ETF's institutional investors.

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

Of the 286 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: Envestnet Portfolio Solutions Inc. ($9.63M), Envestnet Asset Management Inc. ($7.05M), JPMorgan Chase & Co. ($6.50M), Park Avenue Securities LLC ($6.37M), Ameriprise Financial Inc. ($5.12M), LPL Financial LLC ($4.04M), and Janney Montgomery Scott LLC ($3.86M).

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

Institutional investors have bought a total of 26,743,561 shares in the last 24 months. This purchase volume represents approximately $1.33B in transactions.

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

Of the 32 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: Icon Wealth Advisors LLC ($718.97K), Farther Finance Advisors LLC ($236.85K), United Capital Financial Advisors LLC ($121.89K), AdvisorNet Financial Inc ($95.33K), CWM LLC ($36.67K), Transcend Capital Advisors LLC ($28.73K), and WR Wealth Planners LLC ($16.96K).

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

Institutional investors have sold a total of 1,348,837 shares in the last 24 months. This volume of shares sold represents approximately $68.47M in transactions.


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This page (NYSEARCA:DYNF) was last updated on 8/14/2025 by MarketBeat.com Staff
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