iShares US Small Cap Value Factor ETF
SVAL
40 hedge funds and large institutions have $100M invested in iShares US Small Cap Value Factor ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 3 closing their positions.
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
260% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 5
38% more funds holding
Funds holding: 29 → 40 (+11)
23% more capital invested
Capital invested by funds: $81.3M → $100M (+$18.6M)
13.15% more ownership
Funds ownership: 48.27% → 61.42% (+13%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WDL
Well Done LLC
Holland,
Michigan
|
+$9.05M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$7.54M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.83M |
| 4 |
BWM
BT Wealth Management
Atlanta,
Georgia
|
+$1.63M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPA
Capital Planning Advisors
Roseville,
California
|
-$7.67M |
| 2 |
RCM
Requisite Capital Management
Dallas,
Texas
|
-$1.11M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$541K |
| 4 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$163K |
| 5 |
BOM
Bank of Marin
Novato,
California
|
-$132K |
SVAL Hedge Fund Activity: Q1 2022 in Review
40 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Value Factor ETF (SVAL) for Q1 2022, worth a combined $100M — up 23% from $81.3M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SVAL positions and 3 closed out — a net gain of 11 holders — while 18 added to existing stakes and 5 trimmed.
The largest buyer was Well Done LLC, opening a new position worth an estimated $9.05M. The largest seller was Capital Planning Advisors, cutting an estimated $7.67M.
- 40 institutional investors held iShares US Small Cap Value Factor ETF (SVAL) as of Q1 2022, up from 29 in Q4 2021.
- Funds reported $100M of iShares US Small Cap Value Factor ETF stock for Q1 2022, up 23% quarter-over-quarter.
- 14 funds opened new iShares US Small Cap Value Factor ETF positions in Q1 2022 and 3 closed out, a net change of +11 holders.
- The largest iShares US Small Cap Value Factor ETF buyer in Q1 2022 was Well Done LLC, an estimated $9.05M added.
- The largest iShares US Small Cap Value Factor ETF seller in Q1 2022 was Capital Planning Advisors, an estimated $7.67M sold.
Based on aggregated 13F filings for Q1 2022.