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iShares Global Equity Factor ETF

66 hedge funds and large institutions have $92.1M invested in iShares Global Equity Factor ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

18% more capital invested

Capital invested by funds: $77.7M → $92.1M (+$14.3M)

14% more funds holding

Funds holding: 5866 (+8)

4.72% more ownership

Funds ownership: 50.69%55.41% (+4.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

Holders
66
Holders Change
+8
Holders Change %
+13.79%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
17
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Waverly Advisors
Alabama
$13.4M +$1.49M +27,743 +12%
JP Morgan Chase
2
JP Morgan Chase
New York
$13.2M -$568K -10,564 -4%
EF
3
Empowered Funds
Pennsylvania
$8.66M +$8.94M +166,125 New
GFG
4
Goldstone Financial Group
Illinois
$8.15M +$8.41M +156,366 New
DCM
5
DGS Capital Management
New Jersey
$7.78M -$85.5K -1,588 -1%
IP
6
Ignite Planners
California
$4.28M +$14.9K +277 +0.3%
Raymond James Financial
7
Raymond James Financial
Florida
$2.75M +$1.57M +29,220 +124%
Bank of America
8
Bank of America
North Carolina
$2.66M -$48.3K -897 -2%
HSBC Holdings
9
HSBC Holdings
United Kingdom
$2.43M +$1.11M +20,560 +79%
5W
10
5T Wealth
California
$2.24M +$90.1K +1,674 +4%
DWP
11
Daymark Wealth Partners
Ohio
$2.19M -$212K -3,931 -9%
3IP
12
3Chopt Investment Partners
Virginia
$2.01M
CFA
13
Camarda Financial Advisors
Florida
$1.96M -$115K -2,133 -5%
MMA
14
Miracle Mile Advisors
California
$1.74M -$15.6K -290 -0.9%
Creative Planning
15
Creative Planning
Kansas
$1.68M +$3.77K +70 +0.2%
DWM
16
Darwin Wealth Management
Florida
$1.64M -$104K -1,926 -6%
Jane Street
17
Jane Street
New York
$1.51M -$990K -18,394 -39%
LPL Financial
18
LPL Financial
California
$1.38M +$154K +2,860 +12%
LWA
19
LifeGoal Wealth Advisors
New York
$1.34M -$1.51K -28 -0.1%
SWM
20
SHP Wealth Management
Massachusetts
$920K +$949K +17,645 New
NA
21
NewEdge Advisors
Louisiana
$872K
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$823K -$8.18K -152 -1%
Ameriprise
23
Ameriprise
Minnesota
$809K -$294K -5,466 -26%
MWM
24
Modern Wealth Management
Kansas
$791K -$108K -2,014 -12%
Wells Fargo
25
Wells Fargo
California
$630K +$343K +6,376 +112%