We are live on ! Find out more
GLOF icon

iShares Global Equity Factor ETF

26 hedge funds and large institutions have $55.7M invested in iShares Global Equity Factor ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 12 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more funds holding

Funds holding: 1926 (+7)

2% more capital invested

Capital invested by funds: $54.4M → $55.7M (+$1.31M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.35% less ownership

Funds ownership: 48.73%46.39% (-2.3%)

75% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 12

Holders
26
Holders Change
+7
Holders Change %
+36.84%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
3
Reduced
12
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Waddell & Associates
Tennessee
$40.4M -$765K -25,438 -2%
RFM
2
Royal Fund Management
Florida
$3.37M +$266K +8,843 +9%
Creative Planning
3
Creative Planning
Kansas
$2.09M -$1.28M -42,487 -39%
AWM
4
AE Wealth Management
Kansas
$1.54M +$1.48M +49,316 New
SS
5
Simplicity Solutions
Minnesota
$1.52M +$1.47M +48,762 New
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$1.31M -$329K -10,951 -21%
LPL Financial
7
LPL Financial
California
$677K -$4.84K -161 -0.7%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$602K -$20.4K -678 -3%
Bank of America
9
Bank of America
North Carolina
$600K -$13.5K -448 -2%
ECA
10
Elevated Capital Advisors
Utah
$580K +$560K +18,599 New
CFA
11
Camarda Financial Advisors
Florida
$486K -$53.9K -1,791 -10%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$463K +$14.5K +483 +3%
EH
13
Equitable Holdings
New York
$458K +$441K +14,665 New
RSWM
14
Robertson Stephens Wealth Management
California
$443K -$523K -17,400 -55%
CG
15
Colony Group
Massachusetts
$360K +$54.1K +1,798 +18%
FTUS
16
Flow Traders U.S.
New York
$338K -$3.93M -130,519 -92%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$171K -$129K -4,285 -44%
SFC
18
SYM Financial Corp
Indiana
$156K -$39.7K -1,319 -21%
ASN
19
Advisory Services Network
Georgia
$65K +$62.7K +2,085 New
CWAF
20
Core Wealth Advisors (Florida)
Florida
$30K +$29.3K +975 New
UBS Group
21
UBS Group
Switzerland
$29K -$16.4K -544 -37%
IA
22
IFP Advisors
Florida
$11K
LF
23
Lee Financial
Texas
$10K
CFGS
24
Concourse Financial Group Securities
Alabama
$9K
SFS
25
Sowell Financial Services
Arkansas
$6K

GLOF Hedge Fund Activity: Q4 2019 in Review

26 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Global Equity Factor ETF (GLOF) for Q4 2019, worth a combined $55.7M — up 2.4% from $54.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GLOF positions and 0 closed out — a net gain of 7 holders — while 3 added to existing stakes and 12 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $1.48M. The largest seller was Flow Traders U.S., cutting an estimated $3.93M.

  • 26 institutional investors held iShares Global Equity Factor ETF (GLOF) as of Q4 2019, up from 19 in Q3 2019.
  • Funds reported $55.7M of iShares Global Equity Factor ETF stock for Q4 2019, up 2.4% quarter-over-quarter.
  • 7 funds opened new iShares Global Equity Factor ETF positions in Q4 2019 and 0 closed out, a net change of +7 holders.
  • The largest iShares Global Equity Factor ETF buyer in Q4 2019 was AE Wealth Management, an estimated $1.48M added.
  • The largest iShares Global Equity Factor ETF seller in Q4 2019 was Flow Traders U.S., an estimated $3.93M sold.

Based on aggregated 13F filings for Q4 2019.