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iShares Global Equity Factor ETF
GLOF

34 hedge funds and large institutions have $40.3M invested in iShares Global Equity Factor ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

65% more capital invested

Capital invested by funds: $24.4M → $40.3M (+$15.9M)

18.16% more ownership

Funds ownership: 21.42% → 39.57% (+18%)

17% more funds holding

Funds holding: 29 → 34 (+5)

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11

Holders
34
Holders Change
+5
Holders Change %
+17.24%
% of All Funds
0.45%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
11
Increased
5
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DCM
DGS Capital Management
New Jersey
+$351K
2
Goldman Sachs
Goldman Sachs
New York
+$269K
3
Citadel Advisors
Citadel Advisors
Florida
+$219K
4
AWM
AE Wealth Management
Kansas
+$101K
5
MCM
MAI Capital Management
Ohio
+$67.5K

Top Sellers

Rank Fund Capital Flow
1
ECA
Elevated Capital Advisors
Utah
-$585K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$583K
3
DWM
Darwin Wealth Management
Florida
-$551K
4
AP
Advisors Preferred
Maryland
-$484K
5
ATS
Ashton Thomas Securities
New York
-$381K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
26
MAI Capital Management
Ohio
$65.7K +$67.5K +1,516 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$21K – – –
Fidelity Investments
28
Fidelity Investments
Massachusetts
$16.4K +$16.9K +379 New
Osaic Holdings
29
Osaic Holdings
Arizona
$11K -$19.2K -432 -63%
SS
30
Sunbelt Securities
Texas
$4.01K – – –
AF
31
Allworth Financial
California
$3.01K – – –
PWA
32
Physician Wealth Advisors
Utah
$1.73K +$1.78K +40 New
CTA
33
Colonial Trust Advisors
South Carolina
$43 – – –
Wells Fargo
34
Wells Fargo
California
$24 +$45 +1 New
ECA
35
Elevated Capital Advisors
Utah
– -$585K -13,060 Closed
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
– -$583K -13,017 Closed
AP
37
Advisors Preferred
Maryland
– -$484K -10,935 Closed
ATS
38
Ashton Thomas Securities
New York
– -$381K -8,500 Closed
NP
39
NorthRock Partners
Minnesota
– -$194K -4,326 Closed
JP Morgan Chase
40
JP Morgan Chase
New York
– -$69.6K -1,554 Closed
1
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GLOF Hedge Fund Activity: Q4 2024 in Review

34 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global Equity Factor ETF (GLOF) for Q4 2024, worth a combined $40.3M — up 65% from $24.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GLOF positions and 6 closed out — a net gain of 5 holders — while 5 added to existing stakes and 11 trimmed.

The largest buyer was DGS Capital Management, adding an estimated $351K. The largest seller was Elevated Capital Advisors, exiting entirely with an estimated $585K sold.

  • 34 institutional investors held iShares Global Equity Factor ETF (GLOF) as of Q4 2024, up from 29 in Q3 2024.
  • Funds reported $40.3M of iShares Global Equity Factor ETF stock for Q4 2024, up 65% quarter-over-quarter.
  • 11 funds opened new iShares Global Equity Factor ETF positions in Q4 2024 and 6 closed out, a net change of +5 holders.
  • The largest iShares Global Equity Factor ETF buyer in Q4 2024 was DGS Capital Management, an estimated $351K added.
  • The largest iShares Global Equity Factor ETF seller in Q4 2024 was Elevated Capital Advisors, an estimated $585K sold.

Based on aggregated 13F filings for Q4 2024.