BlackRock U.S. Equity Factor Rotation

DYNF • ARCA

BlackRock U.S. Equity Factor Rotation is an exchange-traded fund on ARCA. As of Q3 2025, 632 institutional investors hold shares in this ETF, with total holdings valued at $27.9B. ENVESTNET ASSET MANAGEMENT INC is the largest holder with a position valued at $6.6B.

Overview

Overview of institutional ownership in DYNF as of Q3 2025

All Institutions

Institutions: 632
Value Held: $27.9B
Shares Held: 472.6M
Avg Position: $44.2M
Median Position: $3.2M

Hedge Funds

Hedge Funds: 10
Value Held: $279.7M
Shares Held: 4.7M
Avg Position: $28.0M
Median Position: $3.1M

Biggest Investors

Institutions with the largest positions in DYNF as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$6.6B 1.92% of portfolio	111.0M shares	Q1 2024 Held for 1y 8m	$341.99B
L LPL Financial LLC Institution	-	$2.4B 0.71% of portfolio	40.9M shares	Q4 2023 Held for 1y 11m	$340.07B
B BlackRock, Inc. Institution	-	$1.4B 0.02% of portfolio	23.4M shares	Q1 2024 Held for 1y 8m	$5.67T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$1.4B 0.09% of portfolio	22.9M shares	Q2 2023 Held for 2y 5m	$1.56T
First Command Advisory Services, Inc. RIA/Wealth	Mark Duane Steffe CEO	$1.3B 9.73% of portfolio	22.5M shares	Q3 2025 Held for 2 months	$13.7B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$872.0M 0.05% of portfolio	14.7M shares	Q3 2023 Held for 2y 2m	$1.65T
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$724.9M 0.17% of portfolio	12.2M shares	Q3 2024 Held for 1y 2m	$433.11B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$629.0M 0.05% of portfolio	10.6M shares	Q2 2024 Held for 1y 5m	$1.33T
PARK AVENUE SECURITIES LLC RIA/Wealth	Marianne Grace Caswell President	$514.0M 4.40% of portfolio	8.7M shares	Q3 2024 Held for 1y 2m	$11.7B
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	-	$477.8M 0.32% of portfolio	8.1M shares	Q1 2024 Held for 1y 8m	$149.83B

Net Capital Flow

Institutional buying and selling activity for DYNF in Q3 2025

Traded: +$7.7B
Buyers: 534
Sellers: 102
Total Bought: +$7.8B
Total Sold: −$80.4M
Avg Position: $42.3M

Biggest Buyers

Institution	Net Bought	Current Position
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$2.4B +39.8M shares	$6.6B 111.0M shares
First Command Advisory Services, Inc. RIA/Wealth	+$1.3B +22.5M shares	$1.3B 22.5M shares
L LPL Financial LLC Institution	+$515.9M +8.7M shares	$2.4B 40.9M shares
B BlackRock, Inc. Institution	+$235.3M +4.0M shares	$1.4B 23.4M shares
JPMORGAN CHASE & CO Institution	+$191.9M +3.2M shares	$1.4B 22.9M shares
AMERIPRISE FINANCIAL INC Institution	+$191.0M +3.2M shares	$724.9M 12.2M shares
BANK OF AMERICA CORP /DE/ Institution	+$138.9M +2.3M shares	$629.0M 10.6M shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	+$134.5M +2.3M shares	$477.8M 8.1M shares
MORGAN STANLEY RIA/Wealth	+$132.2M +2.2M shares	$872.0M 14.7M shares
Cetera Investment Advisers RIA/Wealth	+$120.7M +2.0M shares	$421.8M 7.1M shares

Biggest Sellers

Institution	Net Sold	Current Position
Simplicity Wealth,LLC RIA/Wealth	−$5.6M −95.2K shares	$6.8M 115.1K shares
Duncan Williams Asset Management, LLC RIA/Wealth	−$5.6M −102.1K shares	Sold Off 0 shares
Marshall Wace LLP Institution	−$5.5M −101.6K shares	Sold Off 0 shares
W WealthPlan Investment Management, LLC RIA/Wealth	−$5.0M −84.0K shares	$925.0K 15.6K shares
Mount Yale Investment Advisors, LLC RIA/Wealth	−$4.8M −88.1K shares	Sold Off 0 shares
R Robertson Stephens Wealth Management, LLC Institution	−$4.5M −82.7K shares	Sold Off 0 shares
MCMORGAN & CO LLC Fund of Funds	−$4.0M −68.2K shares	$37.3M 629.2K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$3.6M −60.6K shares	$2.8M 46.6K shares
WJ Wealth Management, LLC RIA/Wealth	−$3.0M −49.8K shares	$520.8K 8.6K shares
G GTS SECURITIES LLC Institution	−$2.6M −47.0K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DYNF in Q3 2025

New Positions: 80
New Value: $1.6B
Exited Positions: 27
Exited Value: $32.3M

New Positions

Institution	Position Value
First Command Advisory Services, Inc. RIA/Wealth	$1.3B 22.5M shares
A Annex Advisory Services, LLC Institution	$62.5M 1.1M shares
NorthRock Partners, LLC RIA/Wealth	$25.5M 431.2K shares
BABSON CAPITAL MANAGEMENT LLC Insurance Manager	$25.1M 424.8K shares
V Vise Technologies, Inc. Institution	$19.3M 325.2K shares
Mirae Asset Global Investments Co., Ltd. Long Only Manager	$11.8M 200.0K shares
Goodman Advisory Group, LLC RIA/Wealth	$9.1M 153.7K shares
Vigilare Wealth Management RIA/Wealth	$8.4M 142.5K shares
Blue Edge Capital, LLC RIA/Wealth	$8.2M 138.1K shares
Siligmueller & Norvid Wealth Advisors LLC RIA/Wealth	$6.2M 103.9K shares

Exited Positions

Institution	Previous Position
Duncan Williams Asset Management, LLC RIA/Wealth	$5.6M 102.1K shares
Marshall Wace LLP Institution	$5.5M 101.6K shares
Mount Yale Investment Advisors, LLC RIA/Wealth	$4.8M 88.1K shares
R Robertson Stephens Wealth Management, LLC Institution	$4.5M 82.7K shares
G GTS SECURITIES LLC Institution	$2.6M 47.0K shares
Tradewinds, LLC. RIA/Wealth	$2.4M 44.1K shares
Transce3nd, LLC RIA/Wealth	$1.1M 20.9K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$1.1M 19.7K shares
L Lion Street Advisors, LLC RIA/Wealth	$908.1K 16.7K shares
M Holdings Securities, Inc. RIA/Wealth	$848.7K 15.6K shares

Options Activity

Institutions with the largest Call and Put options positions in DYNF as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with DYNF as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
B Buttonwood Financial Group, LLC RIA/Wealth	Vincent Ian Pastorino Chairman	22.02% $46.7M	787.9K shares	Q1 2024 Held for 1y 8m	$211.9M
Fortitude Financial, LLC RIA/Wealth	Sanjiv Kumar Founder	14.88% $13.1M	220.5K shares	Q2 2025 Held for 5 months	$87.7M
Midwest Capital Advisors, LLC RIA/Wealth	Mark Richard Satkoski Member	13.36% $24.2M	408.2K shares	Q4 2024 Held for 11 months	$180.9M
Avid Wealth Partners LLC RIA/Wealth	Eric Ilmari Kala CEO	12.38% $24.4M	411.7K shares	Q1 2024 Held for 1y 8m	$196.9M
EQ LLC RIA/Wealth	Stephen Patrick Emanuels Managing Partner	10.94% $31.1M	526.0K shares	Q1 2024 Held for 1y 8m	$284.5M
SOFI WEALTH, LLC RIA/Wealth	Ryan Burke President	10.25% $182.7M	3.1M shares	Q4 2024 Held for 11 months	$1.8B
First Command Advisory Services, Inc. RIA/Wealth	Mark Duane Steffe CEO	9.73% $1.3B	22.5M shares	Q3 2025 Held for 2 months	$13.7B
Hobbs Wealth Management, LLC RIA/Wealth	David Charles Hobbs Managing Partner	8.84% $10.2M	171.5K shares	Q4 2024 Held for 11 months	$114.8M
W West Wealth Group, LLC RIA/Wealth	Michael Ray Clark Managing Partner	8.63% $36.8M	623.3K shares	Q1 2024 Held for 1y 8m	$426.5M
K Kelly Financial Services LLC RIA/Wealth	Kelly D. Kelly President	8.42% $31.4M	531.2K shares	Q1 2024 Held for 1y 8m	$373.6M

Hedge Fund Spotlight

Discover hedge funds investing in DYNF

HBK Sorce Advisory LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerMatthew Atcheson Leffers

Portfolio Value: $4.1B
Positions: 732
Last Reported: Q3 2025

Sector Allocation

Position in BlackRock U.S. Equity Factor Rotation

Market Value: $5.0M
Shares Held: 83.3K
Portfolio Weight: 0.12%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$897.0M	21.96%
2 VCRB Vanguard Core Bond VCRB	ETF ETF	$680.4M	16.66%
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$464.3M	11.37%

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