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iShares US Small Cap Value Factor ETF
SVAL

Overview Fund Activity

40 hedge funds and large institutions have $103M invested in iShares US Small Cap Value Factor ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
40
Holders Change
+9
Holders Change %
+29.03%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
15
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCC
1
Money Concepts Capital
Florida
$69.5M
2
GRP
2
Global Retirement Partners
California
$2.48M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.62M
4
SA
4
Sanctuary Advisors
Indiana
$10.5M
5
Raymond James Financial
5
Raymond James Financial
Florida
$1.08M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$376K
2
Jane Street
2
Jane Street
New York
$254K
3
Two Sigma Investments
3
Two Sigma Investments
New York
$926K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$797K
5
FNWA
5
Financial Network Wealth Advisors
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$229K 7,065 -2 -0%
CPIG
27
Chicago Partners Investment Group
Illinois
$223K 6,982 – –
Osaic Holdings
28
Osaic Holdings
Arizona
$221K 6,797 +1,690 +33%
Citadel Advisors
29
Citadel Advisors
Florida
$220K 6,759 +6,759 New
US Bancorp
30
US Bancorp
Minnesota
$62.2K 1,915 +258 +16%
WIM
31
Westside Investment Management
California
$42.2K 1,300 – –
CBT
32
Crews Bank & Trust
Florida
$22.9K 705 +705 New
WAS
33
Winch Advisory Services
Wisconsin
$13.9K 429 +429 New
GSWM
34
Golden State Wealth Management
California
$8.18K 251 +251 New
Fidelity Investments
35
Fidelity Investments
Massachusetts
$6.65K 205 +37 +22%
CFD
36
Creative Financial Designs
Indiana
$3.64K 112 – –
AWM
37
AE Wealth Management
Kansas
$2.66K 82 +82 New
Simplex Trading
38
Simplex Trading
Illinois
$2K 90 +90 New
CA
39
CoreCap Advisors
Michigan
$1.79K 55 +55 New
SPIA
40
Steward Partners Investment Advisory
New York
$1.62K 50 – –
Wells Fargo
41
Wells Fargo
California
– – -1 Closed
FNWA
42
Financial Network Wealth Advisors
Utah
– – -1,000 Closed
UBS Group
43
UBS Group
Switzerland
– – -816 Closed
CFGS
44
Concourse Financial Group Securities
Alabama
– – – –
1
2