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iShares Global Equity Factor ETF

58 hedge funds and large institutions have $77.7M invested in iShares Global Equity Factor ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 5758 (+1)

3.66% less ownership

Funds ownership: 54.35%50.69% (-3.7%)

8% less capital invested

Capital invested by funds: $84.2M → $77.7M (-$6.45M)

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
12
Increased
13
Reduced
19
Closed
9
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
$14.3M -$2.7M -51,640 -16%
WA
2
Waverly Advisors
Alabama
$12.1M +$12M +230,040 New
DCM
3
DGS Capital Management
New Jersey
$7.96M -$19.9K -380 -0.3%
IP
4
Ignite Planners
California
$4.45M +$1.12M +21,333 +35%
Bank of America
5
Bank of America
North Carolina
$2.74M -$206K -3,950 -7%
Jane Street
6
Jane Street
New York
$2.5M -$1.05M -20,037 -30%
DWP
7
Daymark Wealth Partners
Ohio
$2.42M -$1.71M -32,700 -42%
5W
8
5T Wealth
California
$2.18M +$120K +2,290 +6%
CFA
9
Camarda Financial Advisors
Florida
$2.1M +$36.7K +703 +2%
3IP
10
3Chopt Investment Partners
Virginia
$2.03M +$7.21K +138 +0.4%
Citadel Advisors
11
Citadel Advisors
Florida
$1.98M -$17.4K -332 -0.9%
MMA
12
Miracle Mile Advisors
California
$1.77M -$22.6K -433 -1%
DWM
13
Darwin Wealth Management
Florida
$1.76M -$78.5K -1,501 -4%
AWM
14
Axxcess Wealth Management
California
$1.7M +$1.69M +32,244 New
Creative Planning
15
Creative Planning
Kansas
$1.69M +$449K +8,593 +37%
HSBC Holdings
16
HSBC Holdings
United Kingdom
$1.37M +$1.36M +25,991 New
LWA
17
LifeGoal Wealth Advisors
New York
$1.34M -$126K -2,407 -9%
LPL Financial
18
LPL Financial
California
$1.25M +$199K +3,806 +19%
Raymond James Financial
19
Raymond James Financial
Florida
$1.24M +$1.23M +23,561 New
Ameriprise
20
Ameriprise
Minnesota
$1.11M -$58K -1,110 -5%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$954K +$710K +13,575 +301%
MWM
22
Modern Wealth Management
Kansas
$899K +$7.47K +143 +0.8%
NA
23
NewEdge Advisors
Louisiana
$883K +$875K +16,731 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$842K +$5.8K +111 +0.7%
Morgan Stanley
25
Morgan Stanley
New York
$565K -$2.58M -49,343 -82%