Mosaic Advisors LLC Makes New $585,000 Investment in iShares U.S. Equity Factor Rotation Active ETF $DYNF

Mosaic Advisors LLC bought a new position in shares of iShares U.S. Equity Factor Rotation Active ETF (NYSEARCA:DYNF) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 9,147 shares of the company’s stock, valued at approximately $585,000. iShares U.S. Equity Factor Rotation Active ETF makes up about 0.8% of Mosaic Advisors LLC’s investment portfolio, making the stock its 24th largest holding.

Other institutional investors and hedge funds have also made changes to their positions in the company. Spinnaker Trust increased its position in iShares U.S. Equity Factor Rotation Active ETF by 2.5% during the first quarter. Spinnaker Trust now owns 592,610 shares of the company’s stock worth $34,478,000 after buying an additional 14,320 shares during the period. Kentucky Trust Co boosted its holdings in shares of iShares U.S. Equity Factor Rotation Active ETF by 1,429.9% in the fourth quarter. Kentucky Trust Co now owns 31,593 shares of the company’s stock valued at $1,921,000 after acquiring an additional 29,528 shares during the period. Farther Finance Advisors LLC boosted its holdings in shares of iShares U.S. Equity Factor Rotation Active ETF by 24.8% in the fourth quarter. Farther Finance Advisors LLC now owns 718,126 shares of the company’s stock valued at $43,669,000 after acquiring an additional 142,760 shares during the period. Hoese & Co LLP grew its position in shares of iShares U.S. Equity Factor Rotation Active ETF by 272.4% during the fourth quarter. Hoese & Co LLP now owns 83,030 shares of the company’s stock worth $5,049,000 after acquiring an additional 60,737 shares during the last quarter. Finally, CoreCap Advisors LLC grew its position in shares of iShares U.S. Equity Factor Rotation Active ETF by 14.9% during the fourth quarter. CoreCap Advisors LLC now owns 169,632 shares of the company’s stock worth $10,315,000 after acquiring an additional 22,004 shares during the last quarter.

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

Shares of iShares U.S. Equity Factor Rotation Active ETF stock opened at $68.04 on Wednesday. The firm’s fifty day simple moving average is $66.90 and its 200-day simple moving average is $63.07. iShares U.S. Equity Factor Rotation Active ETF has a 12 month low of $54.50 and a 12 month high of $68.23. The stock has a market capitalization of $38.47 billion, a price-to-earnings ratio of 24.23 and a beta of 1.02.

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.