iShares US Small Cap Value Factor ETF
SVAL
39 hedge funds and large institutions have $60.5M invested in iShares US Small Cap Value Factor ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 16 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
18% more capital invested
Capital invested by funds: $51.4M → $60.5M (+$9.04M)
11.79% more ownership
Funds ownership: 37.64% → 49.43% (+12%)
11% more funds holding
Funds holding: 35 → 39 (+4)
56% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 16
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
+$5.24M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.1M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$429K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$300K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$205K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.04M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$690K |
| 3 |
LPL Financial
San Diego,
California
|
-$531K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$510K |
| 5 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$258K |
SVAL Hedge Fund Activity: Q4 2022 in Review
39 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Value Factor ETF (SVAL) for Q4 2022, worth a combined $60.5M — up 18% from $51.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SVAL positions and 4 closed out — a net gain of 4 holders — while 7 added to existing stakes and 16 trimmed.
The largest buyer was Wharton Business Group, opening a new position worth an estimated $5.24M. The largest seller was Royal Bank of Canada, cutting an estimated $1.04M.
- 39 institutional investors held iShares US Small Cap Value Factor ETF (SVAL) as of Q4 2022, up from 35 in Q3 2022.
- Funds reported $60.5M of iShares US Small Cap Value Factor ETF stock for Q4 2022, up 18% quarter-over-quarter.
- 8 funds opened new iShares US Small Cap Value Factor ETF positions in Q4 2022 and 4 closed out, a net change of +4 holders.
- The largest iShares US Small Cap Value Factor ETF buyer in Q4 2022 was Wharton Business Group, an estimated $5.24M added.
- The largest iShares US Small Cap Value Factor ETF seller in Q4 2022 was Royal Bank of Canada, an estimated $1.04M sold.
Based on aggregated 13F filings for Q4 2022.