iShares Global Equity Factor ETF
GLOF
31 hedge funds and large institutions have $40.5M invested in iShares Global Equity Factor ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
36% more capital invested
Capital invested by funds: $29.8M → $40.5M (+$10.8M)
6.69% more ownership
Funds ownership: 28.92% → 35.6% (+6.7%)
3% more funds holding
Funds holding: 30 → 31 (+1)
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
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
|
+$10.4M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.07M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
+$656K |
| 4 |
AWA
ARQ Wealth Advisors
Scottsdale,
Arizona
|
+$235K |
| 5 |
SC
Sepio Capital
Salt Lake City,
Utah
|
+$222K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.93M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$1.14M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$301K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$290K |
| 5 |
WA
Waddell & Associates
Memphis,
Tennessee
|
-$262K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
26
Harbour Investments
Madison,
Wisconsin
| $28K | – | – | – |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $19K | – | – | – |
|
|
LF
28
Lee Financial
Dallas,
Texas
| $12K | – | – | – |
|
|
PFA
29
Professional Financial Advisors
North Platte,
Nebraska
| $3K | – | – | – |
|
|
AF
30
Allworth Financial
Folsom,
California
| $3K | +$2.54K | +67 | New |
|
|
WA
31
Waddell & Associates
Memphis,
Tennessee
| $849 | -$262K | -6,934 | -24% |
|
|
WAP
32
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$16K | -425 | Closed |
|
|
SFS
33
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$8K | -214 | Closed |
|
GLOF Hedge Fund Activity: Q2 2021 in Review
31 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Global Equity Factor ETF (GLOF) for Q2 2021, worth a combined $40.5M — up 36% from $29.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new GLOF positions and 2 closed out — a net gain of 1 holder — while 12 added to existing stakes and 11 trimmed.
The largest buyer was Darwin Wealth Management, adding an estimated $10.4M. The largest seller was LPL Financial, cutting an estimated $1.93M.
- 31 institutional investors held iShares Global Equity Factor ETF (GLOF) as of Q2 2021, up from 30 in Q1 2021.
- Funds reported $40.5M of iShares Global Equity Factor ETF stock for Q2 2021, up 36% quarter-over-quarter.
- 3 funds opened new iShares Global Equity Factor ETF positions in Q2 2021 and 2 closed out, a net change of +1 holder.
- The largest iShares Global Equity Factor ETF buyer in Q2 2021 was Darwin Wealth Management, an estimated $10.4M added.
- The largest iShares Global Equity Factor ETF seller in Q2 2021 was LPL Financial, an estimated $1.93M sold.
Based on aggregated 13F filings for Q2 2021.