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iShares US Small Cap Value Factor ETF
SVAL

Overview Fund Activity

26 hedge funds and large institutions have $23.6M invested in iShares US Small Cap Value Factor ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
12
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$969K
2
Bank of America
2
Bank of America
North Carolina
$1.9M
3
TRCT
3
Tower Research Capital (TRC)
New York
$856K
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$239K
5
Truist Financial
5
Truist Financial
North Carolina
$2.37M

Top Sellers

1
WDL
1
Well Done LLC
Michigan
$7.4M
2
GAA
2
Global Assets Advisory
Florida
$797K
3
UBS Group
3
UBS Group
Switzerland
$0
4
RJA
4
Raymond James & Associates
Florida
$1.39M
5
LPL Financial
5
LPL Financial
California
$2.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$2.64K – – –
Wells Fargo
27
Wells Fargo
California
$12 -$1 – –
UBS Group
28
UBS Group
Switzerland
– -$100K -3,751 Closed
BHWM
29
Beaird Harris Wealth Management
Texas
– -$6.41K -240 Closed
GRP
30
Global Retirement Partners
California
– -$6.27K -235 Closed
1
2