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

$51.74 +0.49 (+0.96%)
(As of 12/20/2024 05:31 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
253
Total
Institutional Inflows
(last 12 months)
$3.45B
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$60.69M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
10/8/2024 Hoxton 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%
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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%
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%
8/16/2024 Ascent Group LLC297,241$13.95M1.1%+49.2%0.172%
8/16/2024 SkyView Investment Advisors LLC4,732$222K0.0%N/A0.003%
8/16/2024 Susquehanna International Group LLP133,115$6.25M0.0%+239.4%0.077%
8/15/2024 Oliver Lagore Vanvalin Investment Group12,331$579K0.2%-3.5%0.007%
8/15/2024 Mcmorgan & Co. LLC801,674$37.63M6.0%N/A0.463%
8/14/2024 Semmax Financial Advisors Inc.18,737$872K0.3%+15.4%0.011%
8/14/2024 CreativeOne Wealth LLC577,620$27.11M1.4%-30.0%0.334%
8/14/2024 Marshall Wace LLP194,121$9.11M0.0%+57.7%0.112%
8/14/2024 EverSource Wealth Advisors LLC30,583$1.45M0.1%+142.4%0.018%
8/14/2024 Mount Yale Investment Advisors LLC107,673$5.05M0.4%-2.5%0.062%
8/13/2024 Thrivent Financial for Lutherans946,841$44.45M0.1%+5.0%0.547%
8/13/2024 AE 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%
8/12/2024 Concorde Asset Management LLC53,677$2.52M1.6%+12.8%0.031%
8/12/2024 WCG Wealth Advisors LLC168,266$7.90M0.6%+696.0%0.097%
8/12/2024 Hsbc Holdings PLC117,346$5.51M0.0%+91.0%0.068%
8/12/2024 SkyOak Wealth LLC176,911$8.30M1.9%-2.2%0.102%
8/12/2024 True Vision MN LLC153,066$7.19M4.7%+18.1%0.088%
8/10/2024 Wealth Alliance357,649$16.79M2.2%+14.4%0.207%
8/10/2024 Axxcess Wealth Management LLC32,398$1.52M0.0%+144.8%0.019%
8/9/2024 WealthPLAN Partners LLC52,339$2.46M0.3%+3.5%0.030%
8/9/2024 Renaissance Technologies LLC74,000$3.47M0.0%N/A0.043%
8/9/2024 SigFig Wealth Management LLC166,299$7.81M0.3%+6.6%0.096%
8/9/2024 Financial Life Advisors211,179$9.91M4.0%N/A0.122%
8/9/2024 Tennessee Valley Asset Management Partners503,416$23.63M4.4%+235.1%0.291%
8/9/2024 Pinion Investment Advisors LLC6,085$286K0.1%N/A0.004%
8/9/2024 Spectrum Wealth Counsel LLC11,893$558K0.1%N/A0.007%
8/8/2024 Envestnet Asset Management Inc.64,115,092$3.01B1.0%+12.4%37.050%
8/8/2024 Parallel Advisors LLC1,167,562$54.81M1.4%+22,105.4%0.675%
8/8/2024 CoreCap Advisors LLC48,439$2.27M0.2%N/A0.028%
8/8/2024Client 1ST Advisory Group LLC35,349$1.66M0.7%+288.3%0.020%
8/8/2024 Zions Bancorporation N.A.4,709$221K0.0%N/A0.003%
8/8/2024 Scarborough 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%
8/8/2024 Wealthgarden F.S. LLC55,488$2.61M2.7%N/A0.032%
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8/8/2024 Beverly Hills Private Wealth LLC14,039$659K0.1%-6.3%0.008%
8/8/2024 PFG Advisors70,045$3.29M0.2%+179.5%0.040%
8/8/2024 LPL Financial LLC17,406,831$817.08M0.4%+30.2%10.059%
8/7/2024 MGO One Seven LLC62,508$2.93M0.1%+103.6%0.036%
8/7/2024 Coldstream Capital Management Inc.15,660$735K0.0%+73.9%0.009%
8/7/2024 Liberty Wealth Management LLC932,961$43.79M1.1%+294.1%0.539%
8/7/2024 Ashton Thomas Private Wealth LLC27,031$1.27M0.1%+495.4%0.016%
8/6/2024 Ausdal Financial Partners Inc.4,815$226K0.0%N/A0.003%
8/6/2024 W Advisors LLC35,150$1.65M1.1%+12.2%0.020%
8/6/2024 Chris Bulman Inc1,529$72K0.0%N/A0.001%
(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, 269 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), Envestnet Portfolio Solutions Inc. ($452.22M), CWM LLC ($437.69M), Park Avenue Securities LLC ($315.15M), Janney Montgomery Scott LLC ($151.55M), and Cetera Investment Advisers ($151.50M).Learn more on DYNF's institutional investors.

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

Of the 255 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 ($3.41M), 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 75,216,731 shares in the last 24 months. This purchase volume represents approximately $3.45B in transactions.

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

Of the 35 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), Spire Wealth Management ($78.34K), SkyOak Wealth LLC ($49.35K), 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 1,894,104 shares in the last 24 months. This volume of shares sold represents approximately $80.07M in transactions.


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This page (NYSEARCA:DYNF) was last updated on 12/21/2024 by MarketBeat.com Staff
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