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iShares Global Equity Factor ETF

34 hedge funds and large institutions have $40.3M invested in iShares Global Equity Factor ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

65% more capital invested

Capital invested by funds: $24.4M → $40.3M (+$15.9M)

18.16% more ownership

Funds ownership: 21.42%39.57% (+18%)

17% more funds holding

Funds holding: 2934 (+5)

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11

Holders
34
Holders Change
+5
Holders Change %
+17.24%
% of All Funds
0.45%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
11
Increased
5
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PC
1
Promus Capital
Illinois
$13.6M +$14M +314,143 New
DCM
2
DGS Capital Management
New Jersey
$6.51M +$351K +7,871 +6%
LWA
3
LifeGoal Wealth Advisors
New York
$4.49M +$4.61M +103,512 New
HSBC Holdings
4
HSBC Holdings
United Kingdom
$2.41M -$19K -427 -0.8%
CFA
5
Camarda Financial Advisors
Florida
$2M -$15.2K -342 -0.7%
DWM
6
Darwin Wealth Management
Florida
$1.58M -$551K -12,375 -25%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.31M -$3.39K -76 -0.3%
Creative Planning
8
Creative Planning
Kansas
$1.04M +$29.7K +667 +3%
FTUS
9
Flow Traders U.S.
New York
$1.01M -$86.3K -1,938 -8%
Jane Street
10
Jane Street
New York
$885K -$48K -1,078 -5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$725K +$8.69K +195 +1%
MWM
12
Modern Wealth Management
Kansas
$675K +$58.2K +1,307 +9%
LPL Financial
13
LPL Financial
California
$662K -$164K -3,672 -19%
IWN
14
Independent Wealth Network
Iowa
$451K +$2.67K +60 +0.6%
MWML
15
M Wealth Management LLC
California
$334K +$343K +7,701 New
BWA
16
Burt Wealth Advisors
Maryland
$317K
WA
17
Waddell & Associates
Tennessee
$314K -$12.6K -283 -4%
Bank of America
18
Bank of America
North Carolina
$295K -$45 -1 -0%
WFAG
19
Worth Financial Advisory Group
North Carolina
$271K -$5.88K -132 -2%
SFC
20
SYM Financial Corp
Indiana
$262K
Goldman Sachs
21
Goldman Sachs
New York
$262K +$269K +6,045 New
CA
22
Cohalo Advisory
Washington
$233K +$239K +5,373 New
AWA
23
ARQ Wealth Advisors
Arizona
$230K
Citadel Advisors
24
Citadel Advisors
Florida
$213K +$219K +4,911 New
AWM
25
AE Wealth Management
Kansas
$97.8K +$101K +2,256 New

GLOF Hedge Fund Activity: Q4 2024 in Review

34 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global Equity Factor ETF (GLOF) for Q4 2024, worth a combined $40.3M — up 65% from $24.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GLOF positions and 6 closed out — a net gain of 5 holders — while 5 added to existing stakes and 11 trimmed.

The largest buyer was DGS Capital Management, adding an estimated $351K. The largest seller was Elevated Capital Advisors, exiting entirely with an estimated $585K sold.

  • 34 institutional investors held iShares Global Equity Factor ETF (GLOF) as of Q4 2024, up from 29 in Q3 2024.
  • Funds reported $40.3M of iShares Global Equity Factor ETF stock for Q4 2024, up 65% quarter-over-quarter.
  • 11 funds opened new iShares Global Equity Factor ETF positions in Q4 2024 and 6 closed out, a net change of +5 holders.
  • The largest iShares Global Equity Factor ETF buyer in Q4 2024 was DGS Capital Management, an estimated $351K added.
  • The largest iShares Global Equity Factor ETF seller in Q4 2024 was Elevated Capital Advisors, an estimated $585K sold.

Based on aggregated 13F filings for Q4 2024.