iShares DYN Act ETFBDYNETF

13F holders, Q4 2025 (December 31)
107holders +17
15new positions
6sold out
$25.61avg. 13F price*

At the end of Q4 2025, 107 institutions reported holding iShares DYN Act ETF (BDYN) in their 13F filings, up 17 from Q3 2025. 15 opened new positions and 6 sold out. The largest holders were Envestnet Asset Management Inc. ($1.3B), LPL Financial LLC ($423.7M) and MML Investors Services, LLC ($299.6M).

Company
iShares DYN Act ETF
Filed as
BLACKROCK ETF TRUST (Q4 2025)
CUSIP
09290C723
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q2 2025: 1Q2 2025Q3 2025: 90Q3 2025Q4 2025: 107Q4 2025Q1 2026: 116Q1 2026Q2 2026: 124Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions15$16.5M
Exits6$1.2M

All 13F filers, Q3 2025 → Q4 2025: 7,322,840 shares bought and 1,132,812 shares sold, net +6,190,028 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 107 holders

Envestnet Asset Management Inc. 0.38% Add +2.2% 50,529,346 $1.3B
LPL Financial LLC 0.12% Add +7.7% 16,546,186 $423.7M
MML Investors Services, LLC 0.73% Add +8.6% 11,698,629 $299.6M
JPMorgan Chase & Co. 0.01% Reduce -1.2% 5,401,264 $138.3M
Cetera Investment Advisers 0.10% Add +4.6% 3,641,704 $93.3M
Park Avenue Securities LLC 0.76% Add +0.4% 3,493,640 $89.5M
Northwestern Mutual Wealth Management Co. 0.05% Reduce -8.1% 3,351,216 $85.8M
Wells Fargo & Company 0.01% Add +487.9% 2,893,082 $74.1M
NorthRock Partners, LLC 0.47% Add +25.3% 1,076,818 $27.6M
WBH Advisory Inc. 1.91% Reduce -2.8% 1,009,318 $25.8M
Envestnet Portfolio Solutions, Inc. 0.09% Add +8.7% 1,002,703 $25.7M
Sequoia Financial Advisors, LLC 0.13% Add +1.6% 903,402 $23.1M
Keystone Global Partners, LLC 8.39% Reduce -0.1% 744,398 $19.1M
Sanctuary Advisors, LLC 0.08% Add +16.5% 579,046 $14.8M
Osaic Holdings, Inc. 0.02% Add +7.9% 403,864 $10.3M
Invst, LLC 1.08% Add +0.1% 389,507 $10.0M
Waverly Advisors, LLC 0.08% Add +9.6% 362,567 $9.3M
Magnus Financial Group LLC 0.52% Add +1.7% 262,390 $6.7M
Beacon Bridge Wealth Partners, LLC 2.22% Add +9.1% 260,433 $6.7M
Regal Investment Advisors LLC 0.38% Add +2.7% 246,518 $6.3M
Commonwealth Equity Services, LLC 0.01% Add +4.7% 236,455 $6.1M
GeoWealth Management, LLC 0.21% Reduce -10.2% 224,896 $5.8M
Orion Porfolio Solutions, LLC 0.04% Add +398.2% 219,915 $5.6M
Silverlake Wealth Management LLC 1.10% Reduce -0.0% 191,459 $4.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +26.7% 174,844 $4.5M
Jane Street Group, LLC 0.01% Reduce -23.9% 173,426 $4.4M
Archer Investment Management, LLC 2.36% New 171,309 $4.4M
Wealthgarden F.S. LLC 2.66% Add +4.1% 154,235 $4.0M
Strategic Blueprint, LLC 0.17% Add +4.8% 113,672 $2.9M
Modern Wealth Management, LLC 0.05% New 110,670 $2.8M
RDA Financial Network 0.64% Add +14.5% 104,406 $2.7M
Morgan Stanley 0.00% New 99,086 $2.5M
Mercer Global Advisors Inc. 0.00% Add +94.2% 82,052 $2.1M
Transamerica Financial Advisors, LLC 0.17% Add +49.4% 78,229 $2.0M
OneAscent Family Office, LLC 1.33% Add +2.2% 76,540 $2.0M
GWN Securities Inc. 0.34% Add +14.8% 66,106 $1.7M
Stonebrook Private Inc. 0.35% New 65,826 $1.7M
Ameriprise Financial Inc. 0.00% Reduce -78.2% 65,272 $1.7M
Two West Capital Advisors LLC 0.96% Add +123.7% 64,811 $1.7M
Advisory Services Network, LLC 0.02% Add +12.0% 63,408 $1.6M
Claro Advisors Inc. 0.22% Reduce -13.1% 62,103 $1.6M
WCG Wealth Advisors LLC 0.04% Reduce -10.6% 51,767 $1.3M
Vantus Wealth LLC 0.90% — 47,957 $1.2M
B. Riley Wealth Advisors, Inc. 0.06% Add +19.2% 47,333 $1.2M
Aptus Capital Advisors, LLC 0.01% Reduce -6.8% 47,131 $1.2M
Advyzon Investment Management, LLC 0.14% New 47,130 $1.2M
Signature Estate & Investment Advisors LLC 0.02% Add +5.7% 46,148 $1.2M
LongView Wealth Management 0.26% Add +86.5% 41,590 $1.1M
Freedom Investment Management, Inc. 0.31% Add +103.1% 41,887 $1.1M
Milestone Asset Management Group, LLC 0.60% Reduce -5.0% 41,589 $1.1M
Integrated Advisors Network LLC 0.05% No change 39,799 $1.0M
OneAscent Financial Services LLC 0.09% New 38,350 $982K
Ausdal Financial Partners, Inc. 0.05% Reduce -3.4% 38,168 $977K
Integrated Wealth Concepts LLC 0.01% Reduce -88.0% 37,416 $958K
Fortis Advisors, LLC 0.51% New 35,860 $918K
Elevated Financial Group LLC 0.31% — 35,151 $900K
Richmond Investment Services, LLC 0.14% Add +25.0% 32,032 $820K
Sunbelt Securities, Inc. 0.05% Add +1.9% 31,672 $811K
Private Advisor Group, LLC 0.00% Reduce -38.1% 31,135 $797K
MSH Capital Advisors LLC 0.17% Reduce -5.4% 30,805 $789K
Financial Sense Advisors, Inc. 0.17% Reduce -8.2% 30,595 $784K
Focus Partners Advisor Solutions, LLC 0.01% New 28,910 $740K
GC Wealth Management RIA, LLC 0.02% Reduce -13.1% 26,004 $666K
Legacy Edge Advisors, LLC 0.07% Reduce -11.5% 25,401 $651K
Merit Financial Group, LLC 0.01% Reduce -4.4% 24,609 $630K
Vantage Financial Partners, LLC 0.12% Reduce -3.5% 22,356 $573K
IFG Advisory, LLC 0.02% Add +2.5% 20,092 $515K
Resurgent Financial Advisors LLC 0.25% Reduce -14.4% 19,746 $506K
Nwam LLC 0.03% Add +2.5% 18,734 $491K
Equitable Holdings, Inc. 0.00% Reduce -2.5% 19,077 $489K
Elevation Wealth Management LLC 0.44% — 18,025 $462K
Aegis Wealth Management, Inc. 0.35% — 17,198 $440K
Cadia Private Client LLC 0.33% — 16,375 $419K
SeaCrest Wealth Management, LLC 0.04% New 15,685 $408K
FMR LLC 0.00% Add +9.5% 15,917 $408K
Fiduciary Family Office, LLC 0.11% Add +0.9% 15,378 $394K
Valmark Advisers, Inc. 0.00% Reduce -0.5% 14,458 $370K
Raymond James Financial Inc. 0.00% Add +63.3% 13,735 $352K
Wealthspire Advisors, LLC 0.00% No change 13,546 $347K
PNC Financial Services Group, Inc. 0.00% Add +27.0% 13,301 $341K
Smartleaf Asset Management LLC 0.01% Reduce -59.4% 12,862 $332K
Vertex Planning Partners, LLC 0.08% No change 12,757 $327K
Kestra Advisory Services, LLC 0.00% Reduce -44.6% 12,262 $314K
BlackRock, Inc. 0.00% Reduce -0.9% 11,910 $305K
One Wealth Capital Management, LLC 0.12% Reduce -1.6% 11,404 $292K
Frisch Financial Group, Inc. 0.06% New 11,040 $283K
Avantra Family Wealth, Inc. 0.18% Add +2.2% 9,916 $254K
Private Trust Co. NA 0.02% New 9,361 $240K
ONE Advisory Partners, LLC 0.07% Add +1.5% 9,229 $236K
Town Capital LLC 0.19% — 8,920 $228K
Hilltop Holdings Inc. 0.01% Add +4.7% 8,878 $227K
Aries Wealth Management 0.05% No change 8,590 $220K
Bank of Montreal 0.00% New 8,199 $212K
Park Place Capital Corp 0.03% Add +4.4% 5,179 $133K
Global Retirement Partners, LLC 0.00% Reduce -50.5% 5,049 $129K
Ameriflex Group, Inc. 0.05% Reduce -45.1% 3,748 $96K
Signature Equity Partners, LLC 0.04% — 3,173 $81K
Assetmark, Inc. 0.00% Add +2.5% 3,091 $79K
Wellington Grp LLC 0.02% — 2,429 $62K
Cornerstone Planning Group LLC 0.01% No change 2,119 $56K

"% of holder's portfolio" is BDYN's weight in each manager's 13F, not the share of iShares DYN Act ETF the manager owns.

Show all 107 holders