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iShares US Small Cap Value Factor ETF
SVAL

Overview Fund Activity

17 hedge funds and large institutions have $58.4M invested in iShares US Small Cap Value Factor ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 4 increasing their positions, reducing their positions, and 1 closing their positions.

Holders
17
Holders Change
+12
Holders Change %
+240%
% of All Funds
0.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
13
Increased
4
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWM
1
BT Wealth Management
Georgia
$13M
2
CPA
2
Capital Planning Advisors
California
$11.3M
3
RCM
3
Requisite Capital Management
Texas
$26.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.46M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.13M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Requisite Capital Management
Texas
$26.9M 877,344 +265,077 +43%
BWM
2
BT Wealth Management
Georgia
$13M 425,842 +425,842 New
CPA
3
Capital Planning Advisors
California
$11.3M 367,656 +367,656 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.46M 47,746 +47,596 +31,731%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.13M 36,829 +36,829 New
AWE
6
Avidian Wealth Enterprises
Texas
$653K 21,314 +21,314 New
Jane Street
7
Jane Street
New York
$538K 17,565 +17,565 New
Citadel Advisors
8
Citadel Advisors
Florida
$519K 16,929 +16,929 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$460K 15,037 +1,224 +9%
XF
10
XML Financial
Maryland
$455K 14,859 +14,859 New
RJA
11
Raymond James & Associates
Florida
$448K 14,614 +14,614 New
FTUS
12
Flow Traders U.S.
New York
$437K 14,278 +14,278 New
CIBC World Market
13
CIBC World Market
Ontario, Canada
$415K 13,559 +13,559 New
RCAG
14
Rehmann Capital Advisory Group
Michigan
$298K 9,733 +9,733 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$298K 9,733 +9,733 New
Osaic Holdings
16
Osaic Holdings
Arizona
$46K 1,514 +689 +84%
WAP
17
Wealthcare Advisory Partners
Pennsylvania
$23K 750 +750 New
UBS Group
18
UBS Group
Switzerland
– – -305 Closed
CFGS
19
Concourse Financial Group Securities
Alabama
– – – –