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iShares Global Equity Factor ETF

51 hedge funds and large institutions have $76.1M invested in iShares Global Equity Factor ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

97% more capital invested

Capital invested by funds: $38.6M → $76.1M (+$37.5M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

46% more funds holding

Funds holding: 3551 (+16)

17.84% more ownership

Funds ownership: 37.58%55.42% (+18%)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

Holders
51
Holders Change
+16
Holders Change %
+45.71%
% of All Funds
0.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
10
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$19M +$17.6M +393,276 +74,203%
PC
2
Promus Capital
Illinois
$11.1M -$3.87M -86,591 -27%
DCM
3
DGS Capital Management
New Jersey
$7.37M -$48.6K -1,089 -0.7%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.48M +$5.08M +113,624 New
DWP
5
Daymark Wealth Partners
Ohio
$4.3M +$3.98M +89,174 New
Bank of America
6
Bank of America
North Carolina
$2.79M +$2.55M +57,031 +6,838%
IP
7
Ignite Planners
California
$2.77M +$2.54M +56,921 New
HSBC Holdings
8
HSBC Holdings
United Kingdom
$2.39M -$4.42K -99 -0.2%
CFA
9
Camarda Financial Advisors
Florida
$2M -$36K -807 -2%
3IP
10
3Chopt Investment Partners
Virginia
$1.86M +$1.72M +38,511 New
5W
11
5T Wealth
California
$1.82M +$1.68M +37,661 New
DWM
12
Darwin Wealth Management
Florida
$1.75M -$5.99K -134 -0.4%
BOC
13
Blue Oak Capital
California
$1.73M +$1.6M +35,862 New
LWA
14
LifeGoal Wealth Advisors
New York
$1.46M -$529K -11,837 -28%
Ameriprise
15
Ameriprise
Minnesota
$1.21M +$447K +10,002 +66%
Creative Planning
16
Creative Planning
Kansas
$1.13M +$6.7K +150 +0.6%
Citadel Advisors
17
Citadel Advisors
Florida
$1.12M -$1.21M -27,185 -54%
MWM
18
Modern Wealth Management
Kansas
$807K +$10.8K +242 +1%
LPL Financial
19
LPL Financial
California
$780K +$32.3K +722 +5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$766K -$43.7K -979 -6%
LSPW
21
Lake Street Private Wealth
Illinois
$498K +$462K +10,337 New
NL
22
NWAM LLC
Washington
$460K +$422K +9,437 New
IWN
23
Independent Wealth Network
Iowa
$459K -$20.3K -454 -5%
BWA
24
Burt Wealth Advisors
Maryland
$439K +$80.5K +1,802 +25%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$395K -$517K -11,576 -59%

GLOF Hedge Fund Activity: Q2 2025 in Review

51 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Global Equity Factor ETF (GLOF) for Q2 2025, worth a combined $76.1M — up 97% from $38.6M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new GLOF positions and 4 closed out — a net gain of 16 holders — while 10 added to existing stakes and 13 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $17.6M. The largest seller was Promus Capital, cutting an estimated $3.87M.

  • 51 institutional investors held iShares Global Equity Factor ETF (GLOF) as of Q2 2025, up from 35 in Q1 2025.
  • Funds reported $76.1M of iShares Global Equity Factor ETF stock for Q2 2025, up 97% quarter-over-quarter.
  • 20 funds opened new iShares Global Equity Factor ETF positions in Q2 2025 and 4 closed out, a net change of +16 holders.
  • The largest iShares Global Equity Factor ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $17.6M added.
  • The largest iShares Global Equity Factor ETF seller in Q2 2025 was Promus Capital, an estimated $3.87M sold.

Based on aggregated 13F filings for Q2 2025.