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iShares US Small Cap Value Factor ETF
SVAL

Overview Fund Activity

29 hedge funds and large institutions have $36.4M invested in iShares US Small Cap Value Factor ETF in 2024 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
7
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GAA
1
Global Assets Advisory
Florida
$19.1M
2
Truist Financial
2
Truist Financial
North Carolina
$2.94M
3
TRCT
3
Tower Research Capital (TRC)
New York
$304K
4
Citadel Advisors
4
Citadel Advisors
Florida
$343K
5
EE
5
EWG Elevate
California
$1.13M

Top Sellers

1
WDL
1
Well Done LLC
Michigan
$1.01M
2
SAM
2
Synergy Asset Management
Washington
$0
3
LPL Financial
3
LPL Financial
California
$1.37M
4
Bank of America
4
Bank of America
North Carolina
$2.42M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$388K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
26
Capital Investment Advisory Services
North Carolina
$4.59K – – –
CFD
27
Creative Financial Designs
Indiana
$3.41K – – –
SPIA
28
Steward Partners Investment Advisory
New York
$3.06K -$24.5K -800 -89%
Wells Fargo
29
Wells Fargo
California
$31 – – –
SAM
30
Synergy Asset Management
Washington
– -$4.26M -138,275 Closed
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
– -$278K -9,038 Closed
UBS Group
32
UBS Group
Switzerland
– -$8.53K -277 Closed
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