Wells Financial Advisors INC Increases Stock Position in iShares U.S. Equity Factor Rotation Active ETF (NYSEARCA:DYNF)

Wells Financial Advisors INC lifted its holdings in shares of iShares U.S. Equity Factor Rotation Active ETF (NYSEARCA:DYNF) by 42.4% in the fourth quarter, according to the company in 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 period. iShares U.S. Equity Factor Rotation Active ETF comprises approximately 1.7% of Wells Financial Advisors INC’s holdings, making the stock its 18th biggest holding. Wells Financial Advisors INC’s holdings in iShares U.S. Equity Factor Rotation Active ETF were worth $1,227,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. JPMorgan Chase & Co. boosted its stake in iShares U.S. Equity Factor Rotation Active ETF by 3.7% in the 3rd 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 last quarter. Janney Montgomery Scott LLC lifted its holdings in shares of iShares U.S. Equity Factor Rotation Active ETF by 3.9% during the 4th quarter. Janney Montgomery Scott LLC now owns 3,717,977 shares of the company’s stock worth $190,546,000 after acquiring an additional 139,856 shares during the period. Bank of New York Mellon Corp boosted its position in shares of iShares U.S. Equity Factor Rotation Active ETF by 0.9% in the fourth quarter. Bank of New York Mellon Corp now owns 2,579,640 shares of the company’s stock worth $132,207,000 after acquiring an additional 24,097 shares during the last quarter. Parallel Advisors LLC grew its holdings in iShares U.S. Equity Factor Rotation Active ETF by 7.4% in the fourth quarter. Parallel Advisors LLC now owns 1,362,429 shares of the company’s stock valued at $69,824,000 after purchasing an additional 94,168 shares during the period. Finally, Icon Wealth Advisors LLC increased its position in 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 worth $36,390,000 after purchasing an additional 10,959 shares during the last quarter.

iShares U.S. Equity Factor Rotation Active ETF Stock Up 0.5 %

NYSEARCA:DYNF opened at $50.28 on Wednesday. The company has a market cap of $15.20 billion, a P/E ratio of 23.71 and a beta of 1.00. The firm’s 50 day moving average is $51.65 and its two-hundred day moving average is $51.23. iShares U.S. Equity Factor Rotation Active ETF has a fifty-two week low of $41.86 and a fifty-two week 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.