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iShares Global Equity Factor ETF

58 hedge funds and large institutions have $77.7M invested in iShares Global Equity Factor ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 5758 (+1)

3.66% less ownership

Funds ownership: 54.35%50.69% (-3.7%)

8% less capital invested

Capital invested by funds: $84.2M → $77.7M (-$6.45M)

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
12
Increased
13
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$496K +$491K +9,403 New
IWN
27
Independent Wealth Network
Iowa
$488K -$4.91K -94 -1%
LSPW
28
Lake Street Private Wealth
Illinois
$469K -$51.4K -984 -10%
JF
29
JMN Financial
Ohio
$463K +$459K +8,781 New
MWML
30
M Wealth Management LLC
California
$348K +$1.46K +28 +0.4%
WFAG
31
Worth Financial Advisory Group
North Carolina
$317K -$2.72K -52 -0.9%
Wells Fargo
32
Wells Fargo
California
$301K +$133K +2,543 +80%
SFC
33
SYM Financial Corp
Indiana
$301K
BCA
34
Bay Colony Advisors
Massachusetts
$259K -$27.9K -534 -10%
WA
35
Waddell & Associates
Tennessee
$244K
AWA
36
ARQ Wealth Advisors
Arizona
$242K -$1.31K -25 -0.5%
TWP
37
Triad Wealth Partners
Kansas
$233K -$941 -18 -0.4%
NP
38
NorthRock Partners
Minnesota
$228K +$226K +4,326 New
CA
39
Cohalo Advisory
Washington
$223K -$5.17K -99 -2%
Osaic Holdings
40
Osaic Holdings
Arizona
$212K +$23.3K +445 +12%
Comerica Bank
41
Comerica Bank
Texas
$135K
WTC
42
WhitTier Trust Company
Nevada
$81.3K
SG
43
Sankala Group
Colorado
$64.2K +$60.7K +1,162 New
ECA
44
Elevated Capital Advisors
Utah
$60.1K +$59.5K +1,138 New
TFM
45
TFC Financial Management
Massachusetts
$47.8K
AWM
46
AE Wealth Management
Kansas
$47.3K
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$43.8K
MCM
48
MAI Capital Management
Ohio
$31.7K -$48.6K -929 -61%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$26K
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$25.4K +$25.1K +480 New