Joel Greenblatt's DYNF Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 58,573 shares of iShares U.S. Equity Factor Rotation Active ETF (DYNF) worth $3.47 M, representing 0.02% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 4 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in DYNF for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 28,202 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares US Equity Factor Rotation Active ETF (DYNF) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares US Equity Factor Rotation Active ETF (DYNF) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2024 | +4,560 | New Buy | 4,560 | $51.25 |
| Q1 2025 | +7,825 | Add 171.60% | 12,385 | $48.76 |
| Q2 2025 | +28,202 | Add 227.71% | 40,587 | $54.46 |
| Q3 2025 | +17,986 | Add 44.31% | 58,573 | $59.20 |
Joel Greenblatt's iShares US Equity Factor Rotation Active ETF Investment FAQs
Joel Greenblatt first purchased iShares U.S. Equity Factor Rotation Active ETF (DYNF) in Q4 2024, acquiring 4,560 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held iShares U.S. Equity Factor Rotation Active ETF (DYNF) for 4 quarters since Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to iShares U.S. Equity Factor Rotation Active ETF (DYNF) was in Q2 2025, adding 40,587 shares worth $2.21 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 58,573 shares of iShares U.S. Equity Factor Rotation Active ETF (DYNF), valued at approximately $3.47 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, iShares U.S. Equity Factor Rotation Active ETF (DYNF) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in iShares U.S. Equity Factor Rotation Active ETF (DYNF) was 58,573 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.