iShares Global Equity Factor ETF
GLOF
29 hedge funds and large institutions have $20.4M invested in iShares Global Equity Factor ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 14 reducing their positions, and 5 closing their positions.
0% more funds holding
Funds holding: 29 → 29 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
25.35% less ownership
Funds ownership: 51.21% → 25.87% (-25%)
63% less capital invested
Capital invested by funds: $55.7M → $20.4M (-$35.3M)
64% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 14
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$1.68M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$1.59M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$729K |
| 4 |
SFC
SYM Financial Corp
Winona Lake,
Indiana
|
+$284K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$56K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waddell & Associates
Memphis,
Tennessee
|
-$37.9M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$2.71M |
| 3 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
-$1.07M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$476K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$432K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LF
26
Lee Financial
Dallas,
Texas
| $9K | – | – | – |
|
|
SFS
27
Sowell Financial Services
North Little Rock,
Arkansas
| $6K | – | – | – |
|
|
PFA
28
Professional Financial Advisors
North Platte,
Nebraska
| $2K | +$1.95K | +66 | New |
|
|
29
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$476K | -17,074 | Closed |
|
|
CFGS
30
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$8.72K | -295 | Closed |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| – | -$3.52K | -119 | Closed |
|
|
PAG
32
Private Advisor Group
Morristown,
New Jersey
| – | -$3K | -97 | Closed |
|
|
CPW
33
Catalyst Private Wealth
San Mateo,
California
| – | +$207 | +7 | New |
|
GLOF Hedge Fund Activity: Q3 2020 in Review
29 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Global Equity Factor ETF (GLOF) for Q3 2020, worth a combined $20.4M — down 63% from $55.7M a quarter earlier.
Fund positioning in GLOF was balanced in Q3 2020: 5 funds opened new positions, 5 closed out, 5 added to existing stakes and 14 trimmed.
The largest buyer was Darwin Wealth Management, adding an estimated $1.68M. The largest seller was Waddell & Associates, cutting an estimated $37.9M.
- 29 institutional investors held iShares Global Equity Factor ETF (GLOF) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $20.4M of iShares Global Equity Factor ETF stock for Q3 2020, down 63% quarter-over-quarter.
- 5 funds opened new iShares Global Equity Factor ETF positions in Q3 2020 and 5 closed out, a net change of 0 holders.
- The largest iShares Global Equity Factor ETF buyer in Q3 2020 was Darwin Wealth Management, an estimated $1.68M added.
- The largest iShares Global Equity Factor ETF seller in Q3 2020 was Waddell & Associates, an estimated $37.9M sold.
Based on aggregated 13F filings for Q3 2020.