ISHARES GLOBAL EQUITY FACTOR (GLOF) Institutional Ownership Changes & 13F Activity
ISHARES GLOBAL EQUITY FACTOR (GLOF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jpmorgan Chase & Co, Goldstone Financial Group, Llc, Ameriprise Financial Inc, Wells Fargo & Company/Mn, and Bank Of America Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +29,158 | — | 29,158 | $1.71M | Q2 2026 | Sep 02, 2026 |
| Empowered Funds, Llc | Buy | +6,197 | +3.7% | 172,322 | $10.13M | Q2 2026 | Aug 17, 2026 |
| Camarda Financial Advisors, Llc | Sell | -2,881 | -7.6% | 34,810 | $2.05M | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +180,446 | — | 180,446 | $10.61M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +45,565 | +377.1% | 57,649 | $3.39M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -38,392 | -75.3% | 12,586 | $740.20K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -26,203 | -49.6% | 26,578 | $1.56M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Sell | -20,557 | -8.0% | 237,226 | $13.95M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -16,253 | -56.2% | 12,669 | $745.09K | Q2 2026 | Aug 14, 2026 |
| Hsbc Holdings Plc | Buy | +2,616 | +5.6% | 49,167 | $2.89M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,848 | +53.4% | 5,308 | $312.64K | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Buy | +126 | +0.8% | 15,136 | $890.15K | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | Buy | +15,057 | +1152.9% | 16,363 | $962.39K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +365 | +96.3% | 744 | $43.78K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +264 | — | 264 | $15.53K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -120 | -3.6% | 3,230 | $189.96K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +240,806 | — | 240,806 | $14.08M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Sell | -1,163 | -7.0% | 15,568 | $915.60K | Q2 2026 | Aug 12, 2026 |
| Goldstone Financial Group, Llc | Buy | +182,375 | +116.6% | 338,741 | $19.92M | Q2 2026 | Aug 11, 2026 |
| Shp Wealth Management | Buy | +17,854 | +101.2% | 35,499 | $2.09M | Q2 2026 | Aug 11, 2026 |
| Vise Technologies, Inc. | Buy | +14,258 | — | 14,258 | $838.56K | Q2 2026 | Aug 11, 2026 |
| Allworth Financial Lp | Sell | -39 | -36.8% | 67 | $3.94K | Q2 2026 | Aug 11, 2026 |
| Jmn Financial Llc | Buy | +660 | +7.2% | 9,852 | $579.44K | Q2 2026 | Aug 10, 2026 |
| Lake Street Private Wealth, Llc | Sell | -553 | -5.8% | 8,952 | $526.48K | Q2 2026 | Aug 10, 2026 |
| Triad Wealth Partners, Llc | Buy | +324 | +4.4% | 7,661 | $457.84K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +1,915 | +7.2% | 28,417 | $1.67M | Q2 2026 | Aug 07, 2026 |
| Wbh Advisory Inc | Sell | -1,524 | -26.0% | 4,348 | $255.71K | Q2 2026 | Aug 05, 2026 |
| Fifth Third Bancorp | Sell | -295 | -11.5% | 2,266 | $133.27K | Q2 2026 | Aug 05, 2026 |
| Envestnet Asset Management Inc | Sell | -852 | -8.6% | 9,088 | $534.49K | Q2 2026 | Aug 03, 2026 |
| Worth Financial Advisory Group, Llc | Buy | +6,011 | — | 6,011 | $353.52K | Q2 2026 | Jul 31, 2026 |
Frequently asked questions about GLOF activity
Which institutional owners are buying GLOF?
Institutional owners buying GLOF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in GLOF activity?
"Buy" means an investor increased their reported position in GLOF compared to the prior reporting period. This reflects growing exposure to ISHARES GLOBAL EQUITY FACTOR (GLOF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in GLOF increasing?
Institutional interest in GLOF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.