SVAL icon

iShares US Small Cap Value Factor ETF

31 hedge funds and large institutions have $93.1M invested in iShares US Small Cap Value Factor ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
6
Increased
14
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MCC
1
Money Concepts Capital
Florida
$65M 2,020,107 +2,020,107 New
SA
2
Sanctuary Advisors
Indiana
$10M 280,297 +22,282 +9%
Truist Financial
3
Truist Financial
North Carolina
$3.13M 97,058 +5,800 +6%
Bank of America
4
Bank of America
North Carolina
$2.7M 83,899 +8,379 +11%
RJA
5
Raymond James & Associates
Florida
$1.57M 48,648 -576 -1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.47M 45,516 +9,564 +27%
LPL Financial
7
LPL Financial
California
$1.08M 33,469 +3,591 +12%
Two Sigma Investments
8
Two Sigma Investments
New York
$1.05M 32,700 +32,700 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$911K 28,281 -638 -2%
WDL
10
Well Done LLC
Michigan
$804K 24,954 -1,137 -4%
Jane Street
11
Jane Street
New York
$774K 24,051 +24,051 New
GAA
12
Global Assets Advisory
Florida
$620K 19,560 +19,560 New
PRI
13
Prepared Retirement Institute
Pennsylvania
$616K 19,126 +7,842 +69%
Mariner
14
Mariner
Kansas
$610K 18,941 +69 +0.4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$423K 13,124 -1,106 -8%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$421K 13,065 +4,663 +55%
IWC
17
Integrated Wealth Concepts
Massachusetts
$351K 10,890 +6 +0.1%
TRCT
18
Tower Research Capital (TRC)
New York
$263K 8,166 -19,802 -71%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$250K 7,764 +212 +3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$229K 7,098 +3 +0%
Morgan Stanley
21
Morgan Stanley
New York
$228K 7,067 -393 -5%
CPIG
22
Chicago Partners Investment Group
Illinois
$223K 6,982 +48 +0.7%
Osaic Holdings
23
Osaic Holdings
Arizona
$164K 5,107 +757 +17%
US Bancorp
24
US Bancorp
Minnesota
$53.4K 1,657 +731 +79%
WIM
25
Westside Investment Management
California
$41.9K 1,300