iShares Global Equity Factor ETF
GLOF
31 hedge funds and large institutions have $34.5M invested in iShares Global Equity Factor ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
3% more funds holding
Funds holding: 30 → 31 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.63% less ownership
Funds ownership: 33.39% → 32.76% (-0.63%)
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
8% less capital invested
Capital invested by funds: $37.7M → $34.5M (-$3.14M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.28M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$1.03M |
| 3 |
SFC
SYM Financial Corp
Winona Lake,
Indiana
|
+$904K |
| 4 |
CJFS
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
+$448K |
| 5 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
+$381K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$2.24M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.08M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$469K |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
-$212K |
| 5 |
1WM
1900 Wealth Management
San Antonio,
Texas
|
-$210K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $45K | -$7.55K | -236 | -13% |
|
27
Wells Fargo
San Francisco,
California
| $38K | -$2.37K | -74 | -5% |
|
|
LF
28
Lee Financial
Dallas,
Texas
| $9K | – | – | – |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| $7K | +$6.66K | +208 | New |
|
|
AF
30
Allworth Financial
Folsom,
California
| $2K | – | – | – |
|
|
PFA
31
Professional Financial Advisors
North Platte,
Nebraska
| $2K | – | – | – |
|
|
CG
32
Colony Group
Boston,
Massachusetts
| – | -$212K | -6,820 | Closed |
|
|
1WM
33
1900 Wealth Management
San Antonio,
Texas
| – | -$210K | -6,750 | Closed |
|
|
SC
34
Sepio Capital
Salt Lake City,
Utah
| – | -$201K | -6,487 | Closed |
|
|
SPIA
35
Steward Partners Investment Advisory
New York
| – | -$160K | -5,167 | Closed |
|
GLOF Hedge Fund Activity: Q3 2022 in Review
31 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Global Equity Factor ETF (GLOF) for Q3 2022, worth a combined $34.5M — down 8.3% from $37.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new GLOF positions and 4 closed out — a net gain of 1 holder — while 11 added to existing stakes and 12 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.28M. The largest seller was Darwin Wealth Management, cutting an estimated $2.24M.
- 31 institutional investors held iShares Global Equity Factor ETF (GLOF) as of Q3 2022, up from 30 in Q2 2022.
- Funds reported $34.5M of iShares Global Equity Factor ETF stock for Q3 2022, down 8.3% quarter-over-quarter.
- 5 funds opened new iShares Global Equity Factor ETF positions in Q3 2022 and 4 closed out, a net change of +1 holder.
- The largest iShares Global Equity Factor ETF buyer in Q3 2022 was Citadel Advisors, an estimated $1.28M added.
- The largest iShares Global Equity Factor ETF seller in Q3 2022 was Darwin Wealth Management, an estimated $2.24M sold.
Based on aggregated 13F filings for Q3 2022.