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iShares Global Equity Factor ETF

26 hedge funds and large institutions have $25.3M invested in iShares Global Equity Factor ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.01% more ownership

Funds ownership: 19.46%22.48% (+3%)

5% more capital invested

Capital invested by funds: $24.1M → $25.3M (+$1.13M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

16% less funds holding

Funds holding: 3126 (-5)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
26
Holders Change
-5
Holders Change %
-16.13%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
9
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1
DGS Capital Management
New Jersey
$6.05M +$272K +6,579 +5%
HSBC Holdings
2
HSBC Holdings
United Kingdom
$4.76M +$2.93M +70,676 +170%
Jane Street
3
Jane Street
New York
$2.86M -$135K -3,273 -5%
DWM
4
Darwin Wealth Management
Florida
$2.37M -$118K -2,860 -5%
CFA
5
Camarda Financial Advisors
Florida
$1.96M +$47.4K +1,145 +3%
Creative Planning
6
Creative Planning
Kansas
$982K -$65.4K -1,580 -6%
LPL Financial
7
LPL Financial
California
$695K -$146K -3,518 -18%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$692K +$4.76K +115 +0.7%
AP
9
Advisors Preferred
Maryland
$652K +$316K +7,637 +99%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$650K +$13.1K +317 +2%
ECA
11
Elevated Capital Advisors
Utah
$556K +$38.3K +926 +8%
IWN
12
Independent Wealth Network
Iowa
$440K -$621 -15 -0.1%
ATS
13
Ashton Thomas Securities
New York
$367K +$352K +8,500 New
WA
14
Waddell & Associates
Tennessee
$329K
BWA
15
Burt Wealth Advisors
Maryland
$310K -$10.3K -250 -3%
Bank of America
16
Bank of America
North Carolina
$295K +$246K +5,936 +584%
CTA
17
Colonial Trust Advisors
South Carolina
$286K +$2.73K +66 +1%
WFAG
18
Worth Financial Advisory Group
North Carolina
$271K -$3.85K -93 -1%
SFC
19
SYM Financial Corp
Indiana
$256K -$12.5K -303 -5%
AWA
20
ARQ Wealth Advisors
Arizona
$227K -$46.2K -1,116 -17%
NP
21
NorthRock Partners
Minnesota
$183K
Osaic Holdings
22
Osaic Holdings
Arizona
$29K -$8.24K -199 -23%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$21K
PA
24
PSI Advisors
Florida
$4.15K +$4.06K +98 New
SS
25
Sunbelt Securities
Texas
$3.9K

GLOF Hedge Fund Activity: Q2 2024 in Review

26 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Global Equity Factor ETF (GLOF) for Q2 2024, worth a combined $25.3M — up 4.7% from $24.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of GLOF and 2 opened new positions — a net loss of 5 holders — while 10 trimmed existing stakes and 9 added.

The largest buyer was HSBC Holdings, adding an estimated $2.93M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.11M sold.

  • 26 institutional investors held iShares Global Equity Factor ETF (GLOF) as of Q2 2024, down from 31 in Q1 2024.
  • Funds reported $25.3M of iShares Global Equity Factor ETF stock for Q2 2024, up 4.7% quarter-over-quarter.
  • 2 funds opened new iShares Global Equity Factor ETF positions in Q2 2024 and 7 closed out, a net change of -5 holders.
  • The largest iShares Global Equity Factor ETF buyer in Q2 2024 was HSBC Holdings, an estimated $2.93M added.
  • The largest iShares Global Equity Factor ETF seller in Q2 2024 was Flow Traders U.S., an estimated $1.11M sold.

Based on aggregated 13F filings for Q2 2024.