iShares U.S. Equity Factor Rotation Active ETF (NYSEARCA:DYNF) Shares Acquired by Wells Financial Advisors INC

Wells Financial Advisors INC lifted its holdings in iShares U.S. Equity Factor Rotation Active ETF (NYSEARCA:DYNF) by 42.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,935 shares of the company’s stock after purchasing an additional 7,131 shares during the quarter. iShares U.S. Equity Factor Rotation Active ETF comprises about 1.7% of Wells Financial Advisors INC’s portfolio, making the stock its 18th biggest position. Wells Financial Advisors INC’s holdings in iShares U.S. Equity Factor Rotation Active ETF were worth $1,227,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Icon Wealth Advisors LLC increased its holdings in shares of iShares U.S. Equity Factor Rotation Active ETF by 1.5% during the third quarter. Icon Wealth Advisors LLC now owns 735,607 shares of the company’s stock valued at $36,390,000 after acquiring an additional 10,959 shares in the last quarter. Flow Traders U.S. LLC acquired a new position in iShares U.S. Equity Factor Rotation Active ETF during the 3rd quarter valued at approximately $400,000. Sunbelt Securities Inc. raised its holdings in shares of iShares U.S. Equity Factor Rotation Active ETF by 58.9% in the third quarter. Sunbelt Securities Inc. now owns 6,665 shares of the company’s stock worth $330,000 after buying an additional 2,470 shares during the last quarter. JPMorgan Chase & Co. lifted its stake in shares of iShares U.S. Equity Factor Rotation Active ETF by 3.7% during the third quarter. JPMorgan Chase & Co. now owns 13,637,206 shares of the company’s stock worth $674,633,000 after buying an additional 481,894 shares during the period. Finally, First Citizens Financial Corp increased its position in shares of iShares U.S. Equity Factor Rotation Active ETF by 12.5% in the 4th quarter. First Citizens Financial Corp now owns 26,184 shares of the company’s stock valued at $1,342,000 after acquiring an additional 2,905 shares during the period.

iShares U.S. Equity Factor Rotation Active ETF Stock Performance

Shares of DYNF opened at $50.28 on Wednesday. The stock has a 50-day moving average of $51.65 and a two-hundred day moving average of $51.23. The stock has a market cap of $15.20 billion, a P/E ratio of 23.71 and a beta of 1.00. iShares U.S. Equity Factor Rotation Active ETF has a one year low of $41.86 and a one year high of $53.83.

iShares U.S. Equity Factor Rotation Active ETF Company Profile

The BlackRock U.S. Equity Factor Rotation ETF (DYNF) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively-managed fund of large- and mid-cap US stocks that uses five equity style factors. DYNF was launched on Mar 19, 2019 and is managed by BlackRock.