Ishrs US E F R A ETF-UsdDYNFETF
13F holders, Q1 2025 (March 31)562holders +29
68new positions
34sold out
4famous investors
$48.77avg. 13F price*
At the end of Q1 2025, 562 institutions reported holding Ishrs US E F R A ETF-Usd Inc. (DYNF) in their 13F filings, up 29 from Q4 2024. 68 opened new positions and 34 sold out. The largest holders were Envestnet Asset Management Inc. ($3.4B), LPL Financial LLC ($1.4B) and BlackRock, Inc. ($944.5M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ishrs US E F R A ETF-Usd Inc.
- Filed as
- BLACKROCK ETF TRUST (Q1 2025)
- CUSIP
- 09290C103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $230.8M |
| Exits | 34 | $52.4M |
All 13F filers, Q4 2024 → Q1 2025: 44,760,645 shares bought and 5,390,428 shares sold, net +39,370,217 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 562 holders
| Envestnet Asset Management Inc. | 1.08% | Add +5.7% | 68,717,930 | $3.4B |
| LPL Financial LLC | 0.54% | Add +12.8% | 28,291,120 | $1.4B |
| BlackRock, Inc. | 0.02% | Add +17.6% | 19,369,857 | $944.5M |
| JPMorgan Chase & Co. | 0.07% | Add +6.6% | 18,612,216 | $907.5M |
| Morgan Stanley | 0.03% | Add +19.5% | 9,963,457 | $485.8M |
| Cwm, LLC | 1.56% | Reduce -4.8% | 8,022,923 | $391.2M |
| Envestnet Portfolio Solutions, Inc. | 1.34% | Reduce -26.3% | 7,163,492 | $349.3M |
| Park Avenue Securities LLC | 4.16% | Add +8.6% | 6,947,393 | $338.8M |
| Ameriprise Financial Inc. | 0.09% | Add +54.1% | 6,667,521 | $325.1M |
| Bank of America Corp. | 0.03% | Add +78.7% | 6,627,242 | $323.1M |
| MML Investors Services, LLC | 0.98% | Add +12.4% | 6,019,761 | $293.5M |
| Dynasty Wealth Management, LLC | 4.37% | Add +12.5% | 5,377,151 | $262.2M |
| Cetera Investment Advisers | 0.48% | Add +26.3% | 5,123,558 | $249.8M |
| Sagespring Wealth Partners, LLC | 6.10% | Add +10.0% | 4,959,583 | $241.8M |
| Northwestern Mutual Wealth Management Co. | 0.19% | Add +16.2% | 4,769,555 | $232.6M |
| Raymond James Financial Inc. | 0.08% | Add +51.8% | 4,114,508 | $200.6M |
| Janney Montgomery Scott LLC | 0.52% | Add +1.5% | 3,774,434 | $184.0M |
| OneDigital Investment Advisors LLC | 2.11% | Add +0.8% | 3,655,302 | $178.2M |
| NewEdge Advisors, LLC | 0.95% | Add +9.3% | 3,265,639 | $159.2M |
| Bank of New York Mellon Corp | 0.03% | Add +7.0% | 2,760,735 | $134.6M |
| Commonwealth Equity Services, LLC | 0.18% | Add +31.9% | 2,678,677 | $130.6M |
| Osaic Holdings, Inc. | 0.27% | Reduce -2.3% | 2,483,297 | $121.1M |
| Sofi Wealth, LLC | 8.97% | Add +4546.7% | 2,445,932 | $119.3M |
| Foundations Investment Advisors, LLC | 1.98% | Add +12.1% | 2,197,268 | $107.1M |
| Sanctuary Advisors, LLC | 0.73% | Add +3.2% | 2,140,207 | $104.4M |
| JB Capital LLC | 5.72% | Add +5.1% | 2,128,805 | $103.8M |
| United Capital Financial Advisors, LLC | 0.75% | Reduce -1.3% | 1,793,418 | $87.4M |
| Merit Financial Group, LLC | 1.30% | Add +240.8% | 1,782,126 | $86.9M |
| Royal Bank of Canada | 0.02% | Add +75.0% | 1,758,241 | $85.7M |
| Stifel Financial Corp. | 0.09% | Add +18.1% | 1,751,978 | $85.4M |
| Advocacy Wealth Management, LLC | 5.40% | Add +23.8% | 1,625,495 | $79.3M |
| FORM Wealth Advisors, LLC | 10.28% | — | 1,552,109 | $75.7M |
| UBS Group AG | 0.02% | Add +96.3% | 1,547,796 | $75.5M |
| Parallel Advisors, LLC | 1.62% | Add +7.8% | 1,469,251 | $71.6M |
| Wells Fargo & Company | 0.02% | Add +64.6% | 1,378,981 | $67.2M |
| Thrivent Financial for Lutherans | 0.14% | Reduce -0.4% | 1,231,709 | $64.5M |
| Integrated Wealth Concepts LLC | 0.71% | Reduce -1.1% | 1,241,991 | $60.6M |
| Equitable Holdings, Inc. | 0.57% | Add +242.3% | 1,241,130 | $60.5M |
| AE Wealth Management LLC | 0.49% | Reduce -1.5% | 1,204,805 | $58.7M |
| Austin Private Wealth, LLC | 4.62% | Add +8.8% | 1,055,861 | $51.5M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Add +44.8% | 1,011,926 | $49.3M |
| Ascent Group, LLC | 2.10% | Add +207.0% | 1,003,637 | $48.9M |
| Stratos Investment Management, LLC | 2.46% | New | 948,646 | $46.3M |
| Truist Financial Corp. | 0.07% | Add +7.0% | 908,720 | $44.3M |
| Atria Wealth Solutions, Inc. | 0.52% | Reduce -0.3% | 887,155 | $43.3M |
| Sharkey, Howes & Javer | 5.94% | Add +15.3% | 851,042 | $41.5M |
| Stratos Wealth Partners, LTD. | 0.62% | Add +30.3% | 827,593 | $40.4M |
| MA Private Wealth | 7.47% | Add +4.2% | 814,907 | $39.7M |
| Atria Investments, Inc | 0.50% | Add +2.5% | 804,511 | $39.2M |
| CreativeOne Wealth, LLC | 1.17% | Reduce -4.5% | 800,227 | $39.0M |
| Icon Wealth Advisors, LLC | 3.05% | Add +7.8% | 760,117 | $37.1M |
| McMorgan & Co. LLC | 5.52% | Reduce -0.2% | 707,684 | $34.5M |
| Scarborough Advisors, LLC | 4.88% | Add +3.2% | 702,306 | $34.2M |
| Farther Finance Advisors, LLC | 0.86% | Add +15.3% | 692,343 | $33.9M |
| CFO4Life Group, LLC | 5.37% | Add +3254.3% | 653,852 | $31.9M |
| Horst & Graben Wealth Management LLC | 5.67% | Add +1.4% | 648,713 | $31.6M |
| US Bancorp \de | 0.04% | Add +0.2% | 641,021 | $31.3M |
| Horizon Wealth Management, LLC | 5.01% | Reduce -34.3% | 610,051 | $29.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.33% | Add +7.4% | 602,537 | $29.5M |
| CFS Investment Advisory Services, LLC | 2.57% | Add +4.0% | 591,439 | $28.8M |
| Shepherd Financial Partners LLC | 3.34% | New | 584,390 | $28.5M |
| Avantax Advisory Services, Inc. | 0.17% | Add +8.9% | 572,552 | $27.9M |
| SteelPeak Wealth, LLC | 1.15% | Add +5.8% | 553,166 | $27.0M |
| Stone House Investment Management, LLC | 5.33% | Add +21.9% | 539,326 | $26.3M |
| Tennessee Valley Asset Management Partners | 4.24% | Add +4.2% | 533,322 | $26.0M |
| Intelligence Driven Advisers, LLC | 4.74% | Add +4.2% | 505,133 | $24.6M |
| West Wealth Group, LLC | 7.26% | Add +3.9% | 502,110 | $24.6M |
| High Falls Advisors, Inc | 5.59% | Add +0.7% | 487,964 | $23.8M |
| Integrity Alliance, Llc. | 0.91% | Add +24.1% | 471,786 | $23.0M |
| Stokes Family Office, LLC | 2.57% | Reduce -5.9% | 467,963 | $22.8M |
| Mariner, LLC | 0.04% | Add +7.0% | 465,825 | $22.7M |
| Madison Wealth Partners, Inc | 5.52% | New | 458,924 | $22.4M |
| Buttonwood Financial Group, LLC | 12.87% | Add +5.5% | 478,284 | $21.9M |
| Madrona Financial Services, LLC | 6.01% | Add +97.2% | 448,064 | $21.8M |
| Gries Financial LLC | 4.22% | Add +16.3% | 446,232 | $21.8M |
| Security Financial Services, INC. | 4.25% | Add +4.2% | 439,551 | $21.4M |
| Liberty Wealth Management LLC | 4.01% | Add +6.0% | 429,888 | $21.0M |
| Insight Wealth Strategies, LLC | 2.80% | New | 426,495 | $20.8M |
| Jones Financial Companies LLLP | 0.02% | Add +56.6% | 421,982 | $20.5M |
| Capital Planning Advisors, LLC | 3.15% | Reduce -0.4% | 418,343 | $20.4M |
| Private Advisor Group, LLC | 0.12% | Add +18.4% | 410,829 | $20.0M |
| One Wealth Advisors, LLC | 2.98% | Reduce -2.1% | 409,279 | $20.0M |
| Kestra Private Wealth Services, LLC | 0.32% | Add +42.2% | 398,718 | $19.4M |
| Orion Porfolio Solutions, LLC | 0.19% | Add +2.9% | 398,572 | $19.4M |
| Orion Portfolio Solutions, LLC | 0.19% | Add +2.9% | 398,572 | $19.4M |
| High Probability Advisors, LLC | 3.20% | Add +4.8% | 393,284 | $19.2M |
| KWB Wealth | 2.28% | Add +11.8% | 368,667 | $18.9M |
| Physician Wealth Advisors, Inc. | 3.25% | Add +5.7% | 386,683 | $18.9M |
| Wealth Alliance, LLC | 2.23% | Add +6.0% | 378,545 | $18.5M |
| Strategic Blueprint, LLC | 1.00% | Add +1.3% | 376,471 | $18.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.34% | New | 376,398 | $18.4M |
| Perigon Wealth Management, LLC | 0.46% | Add +6.7% | 370,445 | $18.1M |
| Blue Trust, Inc. | 0.23% | Add +0.7% | 369,582 | $18.0M |
| Eq LLC | 8.35% | Add +11.4% | 366,579 | $17.9M |
| Kelly Financial Services LLC | 6.07% | Add +3.9% | 358,201 | $17.5M |
| Keystone Financial Group | 1.74% | Add +3.1% | 350,350 | $17.1M |
| Keystone Financial Services | 6.51% | Add +1.3% | 350,203 | $17.1M |
| Cypress Wealth Services, LLC | 3.44% | Add +8.6% | 347,545 | $16.9M |
| Detalus Advisors, LLC | 5.31% | Add +0.5% | 347,046 | $16.9M |
| B&D White Capital Company, LLC | 2.47% | Add +125.3% | 343,161 | $16.7M |
"% of holder's portfolio" is DYNF's weight in each manager's 13F, not the share of Ishrs US E F R A ETF-Usd Inc. the manager owns.