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iShares Global Equity Factor ETF

50 hedge funds and large institutions have $68.7M invested in iShares Global Equity Factor ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+16
Holders Change %
+47.06%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
9
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WFAG
26
Worth Financial Advisory Group
North Carolina
$295K +$2.75K +57 +0.9%
SFC
27
SYM Financial Corp
Indiana
$280K -$11.3K -235 -4%
WA
28
Waddell & Associates
Tennessee
$230K
AWA
29
ARQ Wealth Advisors
Arizona
$225K
CA
30
Cohalo Advisory
Washington
$208K +$208K +4,321 New
Comerica Bank
31
Comerica Bank
Texas
$123K +$123K +2,561 New
AAS
32
Ameritas Advisory Services
Nebraska
$117K +$117K +2,418 New
MCM
33
MAI Capital Management
Ohio
$73.7K +$627 +13 +0.9%
WTC
34
WhitTier Trust Company
Nevada
$72.7K +$72.7K +1,509 New
PS
35
Principal Securities
Iowa
$52.7K +$52.7K +1,093 New
Osaic Holdings
36
Osaic Holdings
Arizona
$45.3K -$37K -789 -45%
AWM
37
AE Wealth Management
Kansas
$43.2K -$12K -249 -22%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$42.1K +$42.1K +874 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$24K
FFA
40
Farther Finance Advisors
California
$21.9K +$21.9K +454 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$18.3K
TPWA
42
Twin Peaks Wealth Advisors
California
$14.7K +$14.7K +295 New
IA
43
IFP Advisors
Florida
$6.89K +$6.89K +143 New
Morgan Stanley
44
Morgan Stanley
New York
$4.82K +$4.82K +100 New
PAG
45
Paladin Advisory Group
Iowa
$4.58K +$4.58K +95 New
SS
46
Sunbelt Securities
Texas
$3.99K
AF
47
Allworth Financial
California
$3.23K
PWA
48
Physician Wealth Advisors
Utah
$1.92K
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$1.2K +$1.2K +25 New
CTA
50
Colonial Trust Advisors
South Carolina
$48