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iShares Global Equity Factor ETF

30 hedge funds and large institutions have $29.8M invested in iShares Global Equity Factor ETF in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $24.3M → $29.8M (+$5.47M)

1.69% more ownership

Funds ownership: 27.22%28.92% (+1.7%)

0% more funds holding

Funds holding: 3030 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

Holders
30
Holders Change
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
10
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
ARQ Wealth Advisors
Arizona
$5.1M +$35.4K +1,001 +0.7%
DWM
2
Darwin Wealth Management
Florida
$3.41M +$194K +5,469 +6%
LPL Financial
3
LPL Financial
California
$2.74M +$1.74M +49,060 +188%
HSBC Holdings
4
HSBC Holdings
United Kingdom
$2.37M -$240K -6,768 -9%
CFA
5
Camarda Financial Advisors
Florida
$2.33M +$395K +11,152 +21%
KFAA
6
Klaas Financial Asset Advisors
Illinois
$2.29M +$27K +762 +1%
AllianceBernstein
7
AllianceBernstein
Tennessee
$2.23M -$248 -7 -0%
FTUS
8
Flow Traders U.S.
New York
$1.81M +$1.75M +49,565 New
Creative Planning
9
Creative Planning
Kansas
$1.65M -$86.6K -2,448 -5%
SFC
10
SYM Financial Corp
Indiana
$1.25M +$98.1K +2,771 +9%
WA
11
Waddell & Associates
Tennessee
$1.06M -$5.91K -167 -0.6%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$490K +$1.31K +37 +0.3%
EH
13
Equitable Holdings
New York
$393K -$29K -818 -7%
CG
14
Colony Group
Massachusetts
$347K -$49.3K -1,394 -13%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$345K -$2.12K -60 -0.6%
IA
16
Insight Advisors
Pennsylvania
$333K -$4.99K -141 -2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$316K -$20.1K -568 -6%
MML Investors Services
18
MML Investors Services
Massachusetts
$316K -$20.1K -568 -6%
CTA
19
Colonial Trust Advisors
South Carolina
$259K +$35.4K +1,000 +16%
Osaic Holdings
20
Osaic Holdings
Arizona
$243K +$207K +5,845 +734%
BAM
21
Belpointe Asset Management
Nevada
$243K +$235K +6,650 New
Bank of America
22
Bank of America
North Carolina
$99K -$2.83K -80 -3%
Wells Fargo
23
Wells Fargo
California
$49K +$1.59K +45 +3%
HI
24
Harbour Investments
Wisconsin
$26K +$25.6K +724 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$18K

GLOF Hedge Fund Activity: Q1 2021 in Review

30 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Global Equity Factor ETF (GLOF) for Q1 2021, worth a combined $29.8M — up 23% from $24.3M a quarter earlier.

Fund positioning in GLOF was balanced in Q1 2021: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 11 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $1.75M. The largest seller was Jane Street, exiting entirely with an estimated $493K sold.

  • 30 institutional investors held iShares Global Equity Factor ETF (GLOF) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $29.8M of iShares Global Equity Factor ETF stock for Q1 2021, up 23% quarter-over-quarter.
  • 4 funds opened new iShares Global Equity Factor ETF positions in Q1 2021 and 4 closed out, a net change of 0 holders.
  • The largest iShares Global Equity Factor ETF buyer in Q1 2021 was Flow Traders U.S., an estimated $1.75M added.
  • The largest iShares Global Equity Factor ETF seller in Q1 2021 was Jane Street, an estimated $493K sold.

Based on aggregated 13F filings for Q1 2021.