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DYNF · iShares U.S. Equity Factor Rotation Active ETF ETF

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$70.05 -0.25 (-0.36%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 6
Total Value: $47,678,883
Total Shares: 701,057

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 6 13F filers · Δ vs Mar 31, 2026
Top Holder
58.4%
Sep 2023 → Jun 2026 · range 22.8% – 67.6%
−6.4 pts
Top 5
99.9%
Sep 2023 → Jun 2026 · range 50.2% – 100.0%
−0.1 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 62.7% – 100.0%
0.0 pts
HHI
4,143
Sep 2023 → Jun 2026 · range 893 – 5,216
Highly concentrated−663

Quarterly Activity

vs Mar 31, 2026
New
3
Increased
1
Decreased
2
Sold Out
1
Unchanged
0
Holder count: +2
Institutional value: +33.1%
Shares held: +13.9%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
MLG Wealth Management DBA Pine Grove Financial Group +10,796 409,297

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Advus Financial Partners, LLC −5,253 118,929
TUCKER ASSET MANAGEMENT LLC −202 4,180

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Alternative Investment Advisors, LLC. 146,582 $9,969,041
Corient Private Wealth LLC 21,655 $1,472,756
Parkside Financial Bank & Trust 414 $28,156

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Provida Pension Fund Administrator 88,420 $5,144,275
Filter: New 3 Increased 1 Reduced 2 Sold out 1 Unchanged 0
Showing 6 of 6
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
MLG Wealth Management DBA Pine Grove Financial Group DYNF $27,836,288 58.38% 409,297
Alternative Investment Advisors, LLC. DYNF $9,969,041 20.91% 146,582
Advus Financial Partners, LLC DYNF $8,088,361 16.96% 118,929
Corient Private Wealth LLC DYNF $1,472,756 3.09% 21,655
TUCKER ASSET MANAGEMENT LLC DYNF $284,281 0.60% 4,180
Parkside Financial Bank & Trust DYNF $28,156 0.06% 414