iShares Global Equity Factor ETF
GLOF
30 hedge funds and large institutions have $24.3M invested in iShares Global Equity Factor ETF in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 7
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
19% more capital invested
Capital invested by funds: $20.4M → $24.3M (+$3.93M)
3% more funds holding
Funds holding: 29 → 30 (+1)
1.36% more ownership
Funds ownership: 25.87% → 27.22% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$644K |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$575K |
| 3 |
AWA
ARQ Wealth Advisors
Scottsdale,
Arizona
|
+$542K |
| 4 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
+$477K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$293K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$1.63M |
| 2 |
Jane Street
New York
|
-$1.12M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$732K |
| 4 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
-$460K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$45.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWA
26
Burt Wealth Advisors
North Bethesda,
Maryland
| $25K | – | – | – |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $17K | – | – | – |
|
|
LF
28
Lee Financial
Dallas,
Texas
| $10K | – | – | – |
|
|
SFS
29
Sowell Financial Services
North Little Rock,
Arkansas
| $7K | – | – | – |
|
|
PFA
30
Professional Financial Advisors
North Platte,
Nebraska
| $2K | +$32 | +1 | +2% |
|
|
FTUS
31
Flow Traders U.S.
New York
| – | -$1.63M | -54,771 | Closed |
|
|
32
Citadel Advisors
Miami,
Florida
| – | -$732K | -24,650 | Closed |
|
|
RSWM
33
Robertson Stephens Wealth Management
San Francisco,
California
| – | -$460K | -15,500 | Closed |
|
GLOF Hedge Fund Activity: Q4 2020 in Review
30 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Global Equity Factor ETF (GLOF) for Q4 2020, worth a combined $24.3M — up 19% from $20.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new GLOF positions and 4 closed out — a net gain of 1 holder — while 14 added to existing stakes and 7 trimmed.
The largest buyer was Darwin Wealth Management, adding an estimated $644K. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.63M sold.
- 30 institutional investors held iShares Global Equity Factor ETF (GLOF) as of Q4 2020, up from 29 in Q3 2020.
- Funds reported $24.3M of iShares Global Equity Factor ETF stock for Q4 2020, up 19% quarter-over-quarter.
- 5 funds opened new iShares Global Equity Factor ETF positions in Q4 2020 and 4 closed out, a net change of +1 holder.
- The largest iShares Global Equity Factor ETF buyer in Q4 2020 was Darwin Wealth Management, an estimated $644K added.
- The largest iShares Global Equity Factor ETF seller in Q4 2020 was Flow Traders U.S., an estimated $1.63M sold.
Based on aggregated 13F filings for Q4 2020.