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iShares Global Equity Factor ETF

66 hedge funds and large institutions have $92.1M invested in iShares Global Equity Factor ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

18% more capital invested

Capital invested by funds: $77.7M → $92.1M (+$14.3M)

14% more funds holding

Funds holding: 5866 (+8)

4.72% more ownership

Funds ownership: 50.69%55.41% (+4.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

Holders
66
Holders Change
+8
Holders Change %
+13.79%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
17
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$518K +$28.9K +537 +6%
LSPW
27
Lake Street Private Wealth
Illinois
$495K +$33.4K +620 +7%
JF
28
JMN Financial
Ohio
$479K +$22.1K +411 +5%
ATS
29
Ashton Thomas Securities
New York
$443K +$457K +8,500 New
TWP
30
Triad Wealth Partners
Kansas
$382K +$157K +2,914 +66%
MWML
31
M Wealth Management LLC
California
$344K -$108 -2 -0%
SFC
32
SYM Financial Corp
Indiana
$334K +$38.5K +716 +13%
WA
33
WBH Advisory
Maryland
$310K +$316K +5,872 New
FTUS
34
Flow Traders U.S.
New York
$281K +$290K +5,382 New
WA
35
Waddell & Associates
Tennessee
$239K -$1.24K -23 -0.5%
AWA
36
ARQ Wealth Advisors
Arizona
$239K
NP
37
NorthRock Partners
Minnesota
$225K
WIM
38
WealthPlan Investment Management
Nebraska
$222K +$229K +4,255 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$214K +$221K +4,109 New
CA
40
Cohalo Advisory
Washington
$212K -$8.5K -158 -4%
Osaic Holdings
41
Osaic Holdings
Arizona
$180K -$29.9K -555 -14%
Morgan Stanley
42
Morgan Stanley
New York
$175K -$396K -7,361 -69%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$133K +$138K +2,561 New
WTC
44
WhitTier Trust Company
Nevada
$124K +$44.7K +831 +55%
ASN
45
Advisory Services Network
Georgia
$71.5K +$73.8K +1,371 New
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$68.1K +$70.3K +1,306 New
SG
47
Sankala Group
Colorado
$64.4K +$5.17K +96 +8%
ECA
48
Elevated Capital Advisors
Utah
$59.3K
AWM
49
AE Wealth Management
Kansas
$48.4K +$1.72K +32 +4%
TFM
50
TFC Financial Management
Massachusetts
$47.2K