DYNF
ETF

iShares U.S. Equity Factor Rotation Active ETF

ISHARES US EQUIT As of Jun 30, 2026 CUSIP 09290C103
Institutional Holders
919
Total Held Value
$38.98B
Total Exact Shares
572.09M
Largest Holder
Envestnet Asset Management
113.05M shares • $7.69B
Reported Holders919
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 Envestnet Asset Management $7.69B 1.8% +3.8% 113.05M Jun 30, 2026
2 LPL Financial $3.32B 0.7% +11.4% 48.79M Jun 30, 2026
3 First Command Advisory Services $2.03B 12.1% +2.3% 29.90M Jun 30, 2026
4 BlackRock $1.63B <0.1% -2.6% 23.99M Jun 30, 2026
5 JPMorgan Chase $1.60B 0.1% +2.5% 23.67M Jun 30, 2026
6 Morgan Stanley $1.31B 0.1% +10.7% 19.23M Jun 30, 2026
7 Ameriprise Financial $1.10B 0.2% +1.2% 16.21M Jun 30, 2026
8 Northwestern Mutual Wealth Management $1.03B 0.6% +14.5% 15.17M Jun 30, 2026
9 Bank of America $865.9M 0.1% +9.0% 12.73M Jun 30, 2026
10 Dynasty Wealth Management $794.7M 5.9% +5.6% 11.68M Jun 30, 2026
11 MML Investors Services $621.0M 1.3% +26.2% 9.13M Jun 30, 2026
12 Raymond James Financial $568.1M 0.2% +17.4% 8.35M Jun 30, 2026
13 Cetera Investment Advisers $535.5M 0.5% +5.7% 7.87M Jun 30, 2026
14 Park Avenue Securities
Filing dated Sep 30, 2026
 $522.0M 3.2% -1.9% 7.54M Sep 30, 2026
15 Sagespring Wealth Partners
Filing dated Sep 30, 2026
 $469.7M 7.0% +4.6% 6.78M Sep 30, 2026
16 Envestnet Portfolio Solutions $453.3M 2.2% +1.5% 6.67M Jun 30, 2026
17 Wells Fargo $386.1M 0.1% +27.4% 5.68M Jun 30, 2026
18 Commonwealth Equity Services $334.1M 0.4% +4.9% 4.91M Jun 30, 2026
19 Merit Financial Group $307.5M 1.9% +34.8% 4.52M Jun 30, 2026
20 NewEdge Advisors $296.9M 0.9% -0.1% 4.37M Jun 30, 2026
Exited in Latest Filing47
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.