SVAL icon

iShares US Small Cap Value Factor ETF
SVAL

Overview Fund Activity

35 hedge funds and large institutions have $34.9M invested in iShares US Small Cap Value Factor ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
-4
Holders Change %
-10.26%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
11
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$2.07M
2
WDL
2
Well Done LLC
Michigan
$8.78M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$950K
4
Bank of America
4
Bank of America
North Carolina
$10.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$771K

Top Sellers

1
WA
1
Waverly Advisors
Alabama
$421K
2
WBG
2
Wharton Business Group
Pennsylvania
$0
3
MF
3
Manchester Financial
California
$0
4
WI
4
WBI Investments
New Jersey
$0
5
WFAG
5
Worth Financial Advisory Group
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
26
Westside Investment Management
California
$34.6K +$4.66K +175 +16%
SWM
27
Spire Wealth Management
Virginia
$13.3K +$13.3K +500 New
Fidelity Investments
28
Fidelity Investments
Massachusetts
$13K -$4.74K -178 -27%
Wells Fargo
29
Wells Fargo
California
$6.85K +$6.85K +257 New
BHWM
30
Beaird Harris Wealth Management
Texas
$6.39K – – –
GRP
31
Global Retirement Partners
California
$5.76K +$5.76K +235 New
CIAS
32
Capital Investment Advisory Services
North Carolina
$3.99K +$3.99K +150 New
CFD
33
Creative Financial Designs
Indiana
$2.94K – – –
SPIA
34
Steward Partners Investment Advisory
New York
$2.66K – – –
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$391 -$235 -8,862 -38%
WBG
36
Wharton Business Group
Pennsylvania
– -$5.16M -183,410 Closed
MF
37
Manchester Financial
California
– -$5M -177,555 Closed
WI
38
WBI Investments
New Jersey
– -$533K -18,941 Closed
WFAG
39
Worth Financial Advisory Group
North Carolina
– -$429K -15,230 Closed
XF
40
XML Financial
Maryland
– -$418K -14,859 Closed
CPIG
41
Chicago Partners Investment Group
Illinois
– -$205K -6,678 Closed
WA
42
Win Advisors
Florida
– -$57.1K -2,028 Closed
DWP
43
Destiny Wealth Partners
Florida
– -$36.2K -1,286 Closed
IA
44
IFP Advisors
Florida
– -$3K -165 Closed
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
– -$5K -164 Closed
QC
46
Quent Capital
New York
– -$2.81K -100 Closed
1
2