Free Trial
→ This Crypto Is Set to Explode in January (From Crypto 101 Media) (Ad) Free DYNF Stock Alerts

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

$52.21 +0.55 (+1.06%)
As of 01/17/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
255
Total
Institutional Inflows
(last 12 months)
$3.47B
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$65.46M
Get DYNF Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares U.S. Equity Factor Rotation Active ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
12/26/2024JPMorgan 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%
11/8/2024 Avior 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%
10/29/2024Farther 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%
10/24/2024 Arkadios 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%
10/10/2024Retirement Planning Group LLC24,860$1.23M0.1%-10.7%0.014%
10/10/2024Lloyd Advisory Services LLC.18,906$935K0.5%-4.8%0.011%
10/10/2024Lion Street Advisors LLC7,460$369K0.1%+39.4%0.004%
10/10/2024Simplicity 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%
Grab This Altcoin Before Trump's Crypto Announcement (Ad)

Grab This Altcoin Before Trump's Crypto Announcement Whatever it is, I expect it to pump the market, which is why I'm recommending ONE coin to all investors right now.

Click here to check it out now
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%
10/8/2024Dynamic 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%
10/7/2024MKT 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%
9/23/2024Centaurus 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%
8/22/2024Cetera Investment Advisers3,227,539$151.50M0.3%+15.4%1.865%
8/21/2024Truist Financial Corp765,954$35.95M0.1%+14.6%0.443%
8/19/2024B. Riley Wealth Advisors Inc.307,292$14.42M0.4%N/A0.178%
8/16/2024Gateway Wealth Partners LLC65,374$3.07M0.9%+11.2%0.038%
8/16/2024High Falls Advisors Inc509,389$23.91M5.8%+35.5%0.294%
8/16/2024Regal Investment Advisors LLC153,656$7.21M0.5%+3.7%0.089%
8/16/2024Invst LLC588,247$27.71M3.1%+18.6%0.340%
8/16/2024Sunbelt Securities Inc.4,195$197K0.0%+13,009.4%0.002%
8/16/2024Northwestern Mutual Wealth Management Co.951,892$44.68M0.0%+85,271.5%0.550%
8/16/2024NewEdge Advisors LLC1,913,948$89.84M0.6%+60.4%1.106%
8/16/2024Ascent Group LLC297,241$13.95M1.1%+49.2%0.172%
8/16/2024SkyView Investment Advisors LLC4,732$222K0.0%N/A0.003%
8/16/2024Susquehanna International Group LLP133,115$6.25M0.0%+239.4%0.077%
8/15/2024Oliver Lagore Vanvalin Investment Group12,331$579K0.2%-3.5%0.007%
8/15/2024Mcmorgan & Co. LLC801,674$37.63M6.0%N/A0.463%
8/14/2024Semmax Financial Advisors Inc.18,737$872K0.3%+15.4%0.011%
8/14/2024CreativeOne Wealth LLC577,620$27.11M1.4%-30.0%0.334%
8/14/2024Marshall Wace LLP194,121$9.11M0.0%+57.7%0.112%
8/14/2024EverSource Wealth Advisors LLC30,583$1.45M0.1%+142.4%0.018%
8/14/2024Mount Yale Investment Advisors LLC107,673$5.05M0.4%-2.5%0.062%
8/13/2024Thrivent Financial for Lutherans946,841$44.45M0.1%+5.0%0.547%
8/13/2024AE Wealth Management LLC1,183,352$55.55M0.6%+51.2%0.684%
8/13/2024Benjamin F. Edwards & Company Inc.54,057$2.54M0.0%+72.4%0.031%
8/12/2024Concorde Asset Management LLC53,677$2.52M1.6%+12.8%0.031%
8/12/2024WCG Wealth Advisors LLC168,266$7.90M0.6%+696.0%0.097%
8/12/2024Hsbc Holdings PLC117,346$5.51M0.0%+91.0%0.068%
8/12/2024SkyOak Wealth LLC176,911$8.30M1.9%-2.2%0.102%
8/12/2024True Vision MN LLC153,066$7.19M4.7%+18.1%0.088%
8/10/2024Wealth Alliance357,649$16.79M2.2%+14.4%0.207%
8/10/2024Axxcess Wealth Management LLC32,398$1.52M0.0%+144.8%0.019%
8/9/2024WealthPLAN Partners LLC52,339$2.46M0.3%+3.5%0.030%
8/9/2024Renaissance Technologies LLC74,000$3.47M0.0%N/A0.043%
8/9/2024SigFig Wealth Management LLC166,299$7.81M0.3%+6.6%0.096%
8/9/2024Financial Life Advisors211,179$9.91M4.0%N/A0.122%
8/9/2024Tennessee Valley Asset Management Partners503,416$23.63M4.4%+235.1%0.291%
Grab This Altcoin Before Trump's Crypto Announcement (Ad)

Grab This Altcoin Before Trump's Crypto Announcement Whatever it is, I expect it to pump the market, which is why I'm recommending ONE coin to all investors right now.

Click here to check it out now
8/9/2024Pinion Investment Advisors LLC6,085$286K0.1%N/A0.004%
8/9/2024Spectrum Wealth Counsel LLC11,893$558K0.1%N/A0.007%
8/8/2024Envestnet Asset Management Inc.64,115,092$3.01B1.0%+12.4%37.050%
8/8/2024Parallel Advisors LLC1,167,562$54.81M1.4%+22,105.4%0.675%
8/8/2024CoreCap Advisors LLC48,439$2.27M0.2%N/A0.028%
8/8/2024 Client 1ST Advisory Group LLC35,349$1.66M0.7%+288.3%0.020%
8/8/2024Zions Bancorporation N.A.4,709$221K0.0%N/A0.003%
8/8/2024Scarborough Advisors LLC639,780$30.03M12.3%+67.8%0.370%
8/8/2024 Ullmann Wealth Partners Group LLC164,337$7.71M1.1%+147.4%0.095%
8/8/2024Wealthgarden F.S. LLC55,488$2.61M2.7%N/A0.032%
(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, 272 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), LPL Financial LLC ($817.08M), JPMorgan Chase & Co. ($674.63M), Envestnet Portfolio Solutions Inc. ($452.22M), CWM LLC ($437.69M), Park Avenue Securities LLC ($315.15M), and Janney Montgomery Scott LLC ($190.55M).Learn more on DYNF's institutional investors.

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

Of the 259 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), LPL Financial LLC ($4.04M), Janney Montgomery Scott LLC ($3.55M), Cetera Investment Advisers ($3.23M), and Sanctuary Advisors LLC ($1.98M).

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

Institutional investors have bought a total of 75,845,854 shares in the last 24 months. This purchase volume represents approximately $3.48B in transactions.

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

Of the 38 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), Cardinal Point Wealth Management Partners LLC ($526.21K), CreativeOne Wealth LLC ($247.39K), AdvisorNet Financial Inc ($95.33K), Spire Wealth Management ($78.34K), SkyOak Wealth LLC ($49.35K), and Aptus Capital Advisors LLC ($48.20K).

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

Institutional investors have sold a total of 1,978,876 shares in the last 24 months. This volume of shares sold represents approximately $84.68M in transactions.


Related Companies

This page (NYSEARCA:DYNF) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Stunning Trump Exec Order Leaked
This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...
Banyan Hill Publishing | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Trump’s Sending THIS Crypto Higher on Purpose
Discover the coin set to explode in 2025! Trump could trigger THIS crypto coin…
Crypto 101 Media | Sponsored
Buy this coin BEFORE Inauguration Day …
Mark my words … Bitcoin is going to $100,000. BEFORE Trump is inaugurated. And I think it could reach $1...
Weiss Ratings | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
The crypto bull market is here, and the stakes couldn’t be higher. The next 3-6 months? They’re the most ex...
Crypto Swap Profits | Sponsored
Most People Are Dead Wrong.
Turn on any financial news outlet at any given moment and within minutes you're guaranteed to see headlines ab...
Brownstone Research | Sponsored
Elon’s New AI Firm REVEALED
Nvidia’s AI chip … the H100 … has been the holy grail of artificial intelligence… Until now. Because Elo...
Paradigm Press | Sponsored