iShares U.S. Equity Factor Rota (DYNF) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling DYNF?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for iShares U.S. Equity Factor Rota, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on DYNF?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for iShares U.S. Equity Factor Rota.

Is institutional money flowing into DYNF?

100 institutional investors hold iShares U.S. Equity Factor Rota (DYNF). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about DYNF?

Track institutional sentiment and conviction scores for iShares U.S. Equity Factor Rota (DYNF) including Smart Money Verdict and position changes on HoldingsIntel.

iShares U.S. Equity Factor Rota

DYNF·09290C103·US·etf·Unknown - Unknown-13D/G

ISHARES US EQUIT

DYNF (iShares U.S. Equity Factor Rota) is held by 100 institutional investors as of Q4 2025. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($6.7B), LPL Financial LLC ($2.7B), JPMORGAN CHASE & CO ($1.5B). Net institutional sentiment: Bullish.

100

Holders

Avg rating(12 Elite)

$23.2B

Total Value

82% (104)

Fund Consensus

83 buying - 18 selling

Smart Money VerdictView all

66Positive MomentumConfirmed

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See how DYNF's score breaks down across 4 SEC sources

Held by 100 funds

12 elite

Who's Trading

ActivistTRUIST FINANCIAL CORP0.3%Jul 7, 2025

View all activist filings

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Decreased	110.6M(-0.4%)	$6.7B	2.0%	+21.73%	0
LPL Financial LLC	Increased	45.1M(+10.4%)	$2.7B	0.7%	+19.26%	50
JPMORGAN CHASE & CO	Increased	24.5M(+7.0%)	$1.5B	0.1%	+15.03%	34
First Command Advisory Services, Inc.	Increased	22.6M(+0.5%)	$1.4B	9.6%	+2.78%	62
BlackRock, Inc.	Decreased	22.5M(-3.8%)	$1.4B	0.0%	+16.62%	0
MORGAN STANLEY	Increased	16.6M(+12.5%)	$1B	0.1%	+18.06%	36
AMERIPRISE FINANCIAL INC	Increased	15.3M(+25.2%)	$932.5M	0.2%	+11.14%	47
BANK OF AMERICA CORP /DE/	Increased	11.8M(+11.2%)	$718.5M	0.1%	+13.65%	35
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	11.2M(+38.7%)	$680.7M	0.4%	+10.79%	50
Dynasty Wealth Management, LLC	Increased	9.5M(+51.8%)	$579.5M	5.7%	+9.04%	85
MML INVESTORS SERVICES, LLC	Increased	8.6M(+13.0%)	$525.6M	1.3%	+23.22%	56
Envestnet Portfolio Solutions, Inc.	Increased	8.3M(+5.1%)	$502.4M	1.8%	+28.72%	52
Cetera Investment Advisers	Increased	7.8M(+9.6%)	$475.1M	0.5%	+19.79%	48
RAYMOND JAMES FINANCIAL INC	Increased	5.6M(+5.2%)	$343.1M	0.1%	+16.19%	39
NewEdge Advisors, LLC	Increased	4.7M(+8.8%)	$288.4M	1.0%	+19.63%	53
OneDigital Investment Advisors LLC	Increased	4.3M(+3.2%)	$261.5M	2.6%	+28.79%	55
COMMONWEALTH EQUITY SERVICES, LLC	Increased	4.3M(+21.1%)	$258.7M	0.3%	+18.62%	44
WELLS FARGO & COMPANY/MN	Increased	4.1M(+22.8%)	$250.8M	0.0%	+10.62%	37
Bank of New York Mellon Corp	Increased	4M(+7.7%)	$244.7M	0.0%	+23.80%	33
OSAIC HOLDINGS, INC.	Decreased	3.5M(-6.3%)	$210.5M	0.3%	+20.96%	0
Sanctuary Advisors, LLC	Increased	3M(+4.0%)	$182.1M	1.0%	+21.74%	45
Merit Financial Group, LLC	Increased	2.9M(+17.2%)	$177.7M	1.4%	+14.87%	56
ROYAL BANK OF CANADA	Increased	2.9M(+16.7%)	$174.4M	0.0%	+13.58%	35
STIFEL FINANCIAL CORP	Increased	2.5M(+14.2%)	$154.4M	0.1%	+22.23%	41
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	2.1M(+2.5%)	$128.4M	0.8%	+30.66%	44
Equitable Holdings, Inc.	Increased	2M(+23.2%)	$120.2M	0.8%	+17.71%	51
Integrated Wealth Concepts LLC	Increased	1.7M(+9.8%)	$103.4M	1.2%	+23.04%	52
ASSETMARK, INC	Increased	1.7M(+2.6%)	$102.9M	0.2%	+13.63%	37
UBS Group AG	Increased	1.6M(+35.5%)	$94.8M	0.0%	+9.74%	39
AE Wealth Management LLC	Increased	1.4M(+2.6%)	$85.9M	0.5%	+31.64%	37
TRUIST FINANCIAL CORP	Increased	1.2M(+4.7%)	$73.7M	0.1%	+28.66%	31
JONES FINANCIAL COMPANIES LLLP	Increased	1.2M(+56.8%)	$73.2M	0.0%	+8.77%	42
Private Advisor Group, LLC	Increased	1.1M(+47.1%)	$68.7M	0.3%	+10.40%	48
TWO SIGMA INVESTMENTS, LP	Decreased	1.1M(-62.0%)	$66.7M	0.1%	+6.19%	0
US BANCORP \DE\	Increased	847,219(+4.5%)	$51.5M	0.1%	+27.47%	31
HighTower Advisors, LLC	Increased	758,626(+13.5%)	$46.1M	0.1%	+5.15%	33
Mariner, LLC	Increased	732,587(+24.2%)	$44.5M	0.1%	+17.88%	36
Steward Partners Investment Advisory, LLC	Increased	729,993(+43.5%)	$44.4M	0.2%	+12.17%	47
Farther Finance Advisors, LLC	Increased	718,126(+24.8%)	$43.7M	0.5%	+16.12%	43
Orion Porfolio Solutions, LLC	Increased	662,236(+12.0%)	$40.3M	0.3%	+22.42%	39
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	Increased	641,441(+65.4%)	$39M	0.1%	+9.24%	51
PRUDENTIAL PLC	New	606,300	$36.9M	0.3%	-1.14%	48
&PARTNERS	Increased	569,745(+28.9%)	$34.7M	0.2%	+7.30%	43
Kovitz Investment Group Partners, LLC	Increased	544,131(+138x)	$33.1M	0.7%	-0.99%	66
Kestra Advisory Services, LLC	Increased	444,325(+10.7%)	$27M	0.1%	+21.01%	38
Rockefeller Capital Management L.P.	Increased	396,761(+33.2%)	$24.1M	0.0%	+13.47%	37
MAI Capital Management	Increased	383,530(+3.6%)	$23.3M	0.1%	+20.10%	35
Qube Research & Technologies Ltd	Decreased	241,147(-22.8%)	$14.7M	0.0%	+2.97%	0
Waverly Advisors, LLC	Increased	233,668(+12.8%)	$14.2M	0.1%	+16.71%	38
Mirae Asset Global Investments Co., Ltd.	Increased	220,000(+10.0%)	$13.4M	0.0%	+2.43%	31
MENORA MIVTACHIM HOLDINGS LTD.	Increased	214,615(+8.9%)	$13.1M	0.1%	+18.52%	31
TUDOR INVESTMENT CORP ET AL	New	189,089	$11.5M	0.0%	-1.14%	39
Baird Financial Group, Inc.	Increased	178,257(+7.9%)	$10.8M	0.0%	+24.37%	30
Focus Partners Wealth	Increased	160,785(+0.7%)	$9.8M	0.0%	+12.07%	28
MERCER GLOBAL ADVISORS INC /ADV	Increased	142,398(+3294.5%)	$8.7M	0.0%	-0.53%	44
Cerity Partners LLC	Decreased	126,589(-6.5%)	$7.7M	0.0%	+18.19%	0
Creative Planning	Increased	123,872(+8.8%)	$7.5M	0.0%	+23.12%	30
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	77,541(+1303.5%)	$4.7M	0.0%	-0.21%	43
BENJAMIN EDWARDS INC	Increased	71,389(+4.4%)	$4.3M	0.0%	+18.52%	28
AQR CAPITAL MANAGEMENT LLC	Decreased	71,084(-0.3%)	$4.3M	0.0%	+18.49%	0
Pinnacle Financial Partners, Inc.	New	66,805	$4.1M	0.0%	-1.14%	37
RENAISSANCE TECHNOLOGIES LLC	Increased	64,600(+38.6%)	$3.9M	0.0%	+8.11%	35
COMERICA BANK	Increased	60,454(+18.2%)	$3.7M	0.0%	+16.42%	31
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	53,986(+93.7%)	$3.3M	0.0%	+8.85%	42
HSBC HOLDINGS PLC	Increased	54,331(+1.1%)	$3.3M	0.0%	+34.51%	27
MATHER GROUP, LLC.	Increased	52,466(+3.4%)	$3.2M	0.0%	+19.32%	27
Gotham Asset Management, LLC	Decreased	50,491(-13.8%)	$3.1M	0.0%	+11.17%	0
EP Wealth Advisors, LLC	Increased	48,849(+166.0%)	$3M	0.0%	+4.38%	43
GOLDMAN SACHS GROUP INC	Increased	46,699(+86.5%)	$2.8M	0.0%	+11.69%	41
QRG CAPITAL MANAGEMENT, INC.	Increased	44,713(+6.9%)	$2.7M	0.0%	+4.70%	28
PNC FINANCIAL SERVICES GROUP, INC.	Increased	41,689(+448.3%)	$2.5M	0.0%	+1.10%	42
DAVENPORT & Co LLC	Increased	24,398(+11.8%)	$1.5M	0.0%	+19.58%	29
CAPTRUST FINANCIAL ADVISORS	Decreased	20,740(-6.3%)	$1.3M	0.0%	+22.75%	0
D.A. DAVIDSON & CO.	Increased	17,033(+10.3%)	$1M	0.0%	+23.79%	28
Aptus Capital Advisors, LLC	Decreased	14,916(-4.4%)	$907,042	0.0%	+26.25%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	14,353(+20.9%)	$872,806	0.0%	+11.34%	30
BROWN ADVISORY INC	Unchanged	9,186	$558,601	0.0%	+20.13%	0
Clark Capital Management Group, Inc.	New	7,005	$425,975	0.0%	-1.14%	33
JOHNSON INVESTMENT COUNSEL INC	New	6,865	$417,461	0.0%	-1.14%	33
FIRST TRUST ADVISORS LP	Increased	6,556(+2.3%)	$398,670	0.0%	+23.32%	24
Vident Advisory, LLC	Increased	6,528(+86.9%)	$397,009	0.0%	+0.93%	37
Fisher Asset Management, LLC	New	6,340	$385,574	0.0%	-1.14%	33
Quantinno Capital Management LP	Increased	6,106(+8.5%)	$371,319	0.0%	+2.48%	26
Corient Private Wealth LLC	New	3,620	$220,250	0.0%	-1.14%	32
Allworth Financial LP	Decreased	3,541(-2.7%)	$215,332	0.0%	+32.83%	0
Empower Advisory Group, LLC	New	3,439	$209,126	0.0%	-1.14%	32
Lido Advisors, LLC	New	3,389	$202,840	0.0%	-1.14%	32
CITIGROUP INC	Increased	2,940(+642.4%)	$178,781	0.0%	-0.57%	37
FIFTH THIRD BANCORP	Increased	2,170(+28.9%)	$131,958	0.0%	+9.63%	28
FMR LLC	New	1,270	$77,252	0.0%	-1.14%	33
Russell Investments Group, Ltd.	Increased	1,085(+26.6%)	$65,979	0.0%	+2.63%	26
CIBC Private Wealth Group LLC	Decreased	585(-17.7%)	$35,574	0.0%	+10.00%	0
HUNTINGTON NATIONAL BANK	New	220	$13,378	0.0%	-1.14%	25
BNP Paribas Asset Management Holding S.A.	Unchanged	207,046	$12,590	0.0%	+11.24%	0
NATIONAL BANK OF CANADA /FI/	Unchanged	193	$11,736	0.0%	+7.12%	0
BANK OF MONTREAL /CAN/	New	165	$10,034	0.0%	-1.14%	26
SIMPLEX TRADING, LLC	New	95	$5,776	0.0%	-1.14%	24
EXCHANGE TRADED CONCEPTS, LLC	Decreased	43(-46.3%)	$2,615	0.0%	+12.17%	0
HRT FINANCIAL LP	Decreased	15,502(-47.2%)	$942	0.0%	+2.80%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	New	2	$122	0.0%	-1.14%	17
Wealthspire Advisors, LLC	Exited	0(-100.0%)	$40,493	0.0%	+3.99%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$760,661	0.0%	+16.82%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$92.8M	0.0%	+3.99%	0
XTX Topco Ltd	Exited	0(-100.0%)	$266,814	0.0%	+3.99%	0

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