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iShares Global Equity Factor ETF

35 hedge funds and large institutions have $38.6M invested in iShares Global Equity Factor ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

3% more funds holding

Funds holding: 3435 (+1)

4% less capital invested

Capital invested by funds: $40.3M → $38.6M (-$1.69M)

1.99% less ownership

Funds ownership: 39.57%37.58% (-2%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

50% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 14

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.47%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
3
Increased
7
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PC
1
Promus Capital
Illinois
$13.6M +$135K +3,043 +1%
DCM
2
DGS Capital Management
New Jersey
$6.59M +$166K +3,744 +2%
Citadel Advisors
3
Citadel Advisors
Florida
$2.16M +$2.02M +45,527 +927%
HSBC Holdings
4
HSBC Holdings
United Kingdom
$2.12M -$268K -6,062 -11%
CFA
5
Camarda Financial Advisors
Florida
$1.81M -$175K -3,954 -9%
LWA
6
LifeGoal Wealth Advisors
New York
$1.81M -$2.72M -61,348 -59%
DWM
7
Darwin Wealth Management
Florida
$1.58M
Creative Planning
8
Creative Planning
Kansas
$1M -$22.3K -504 -2%
FTUS
9
Flow Traders U.S.
New York
$991K -$6.82K -154 -0.7%
Jane Street
10
Jane Street
New York
$853K -$21.6K -487 -2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$847K -$462K -10,432 -35%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$723K +$7.3K +165 +1%
MWM
13
Modern Wealth Management
Kansas
$706K +$41K +925 +6%
LPL Financial
14
LPL Financial
California
$662K +$8.46K +191 +1%
Ameriprise
15
Ameriprise
Minnesota
$646K +$667K +15,076 New
IWN
16
Independent Wealth Network
Iowa
$427K -$18.5K -417 -4%
MWML
17
M Wealth Management LLC
California
$314K -$16.2K -365 -5%
BWA
18
Burt Wealth Advisors
Maryland
$313K
VF
19
Virtu Financial
New York
$269K +$278K +6,286 New
WFAG
20
Worth Financial Advisory Group
North Carolina
$260K -$8.28K -187 -3%
SFC
21
SYM Financial Corp
Indiana
$259K
AWA
22
ARQ Wealth Advisors
Arizona
$225K -$3.19K -72 -1%
WA
23
Waddell & Associates
Tennessee
$205K -$109K -2,469 -34%
Osaic Holdings
24
Osaic Holdings
Arizona
$75.2K +$66.5K +1,502 +594%
MCM
25
MAI Capital Management
Ohio
$64.9K

GLOF Hedge Fund Activity: Q1 2025 in Review

35 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Global Equity Factor ETF (GLOF) for Q1 2025, worth a combined $38.6M — down 4.2% from $40.3M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new GLOF positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 14 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $2.02M. The largest seller was LifeGoal Wealth Advisors, cutting an estimated $2.72M.

  • 35 institutional investors held iShares Global Equity Factor ETF (GLOF) as of Q1 2025, up from 34 in Q4 2024.
  • Funds reported $38.6M of iShares Global Equity Factor ETF stock for Q1 2025, down 4.2% quarter-over-quarter.
  • 3 funds opened new iShares Global Equity Factor ETF positions in Q1 2025 and 2 closed out, a net change of +1 holder.
  • The largest iShares Global Equity Factor ETF buyer in Q1 2025 was Citadel Advisors, an estimated $2.02M added.
  • The largest iShares Global Equity Factor ETF seller in Q1 2025 was LifeGoal Wealth Advisors, an estimated $2.72M sold.

Based on aggregated 13F filings for Q1 2025.