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iShares US Small Cap Value Factor ETF
SVAL

5 hedge funds and large institutions have $15.4M invested in iShares US Small Cap Value Factor ETF in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

50.19% more ownership

Funds ownership: 0% → 50.19% (+50%)

Holders
5
Holders Change
+5
Holders Change %
–
% of All Funds
0.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Requisite Capital Management
Texas
+$14M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$317K
3
Osaic Holdings
Osaic Holdings
Arizona
+$18.9K
4
UBS Group
UBS Group
Switzerland
+$7K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.44K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1
Requisite Capital Management
Texas
$15.1M +$14M +612,267 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$340K +$317K +13,813 New
Osaic Holdings
3
Osaic Holdings
Arizona
$20K +$18.9K +825 New
UBS Group
4
UBS Group
Switzerland
$8K +$7K +305 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4K +$3.44K +150 New

SVAL Hedge Fund Activity: Q4 2020 in Review

5 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Value Factor ETF (SVAL) for Q4 2020, worth a combined $15.4M.

Buyers outnumbered sellers: 5 funds opened new SVAL positions and 0 closed out — a net gain of 5 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Requisite Capital Management, opening a new position worth an estimated $14M.

  • 5 institutional investors held iShares US Small Cap Value Factor ETF (SVAL) as of Q4 2020, up from 0 in Q3 2020.
  • Funds reported $15.4M of iShares US Small Cap Value Factor ETF stock for Q4 2020.
  • 5 funds opened new iShares US Small Cap Value Factor ETF positions in Q4 2020 and 0 closed out, a net change of +5 holders.
  • The largest iShares US Small Cap Value Factor ETF buyer in Q4 2020 was Requisite Capital Management, an estimated $14M added.

Based on aggregated 13F filings for Q4 2020.