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iShares US Small Cap Value Factor ETF (SVAL) Institutional Ownership

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$30.04
-0.08 (-0.27%)
(As of 05/10/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares US Small Cap Value Factor ETF (BATS:SVAL)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$33.13M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$5.22M
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SVAL Institutional Buying and Selling by Quarter

iShares US Small Cap Value Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/12/2024 Global Assets Advisory LLC577,843$19.07M0.1%+2,243.6%18.640%
4/10/2024 EWG Elevate Inc.36,798$1.13M0.4%+11.3%1.187%
2/23/2024 Chicago Partners Investment Group LLC6,846$204K0.0%N/A0.221%
2/16/2024 Global Assets Advisory LLC24,656$761K1.0%-18.4%0.795%
2/13/2024Tower Research Capital LLC TRC3,047$94K0.0%-90.6%0.098%
2/2/2024Truist Financial Corp87,895$2.71M0.0%-1.9%2.835%
1/29/2024 Wealth Effects LLC9,350$288K0.1%N/A0.302%
1/25/2024 International Assets Investment Management LLC170,501$5.54M0.0%N/A5.500%
1/25/2024 Global Assets Advisory LLC24,656$759K1.0%-18.4%0.795%
1/24/2024 International Assets Investment Management LLC170,501$5.54M0.0%N/A5.500%
1/19/2024 Synergy Asset Management LLC138,275$4.26M0.8%N/A4.460%
1/18/2024 Well Done LLC258,353$7.96M1.6%-7.8%8.334%
1/16/2024 Raymond James & Associates51,784$1.60M0.0%-1.8%1.670%
1/9/2024 EWG Elevate Inc.33,074$1.02M0.4%-1.1%1.067%
11/14/2023Tower Research Capital LLC TRC32,441$856K0.0%+78.0%1.046%
10/24/2023 Raymond James & Associates52,742$1.39M0.0%-4.9%1.701%
10/23/2023Commonwealth Equity Services LLC14,279$377K0.0%-3.0%0.461%
10/16/2023 Well Done LLC280,161$7.40M1.6%-11.1%9.037%
10/10/2023 EWG Elevate Inc.33,445$883K0.4%+19.7%1.079%
10/4/2023 Global Assets Advisory LLC30,203$797K0.7%-15.8%0.974%
8/1/2023Truist Financial Corp81,592$2.18M0.0%+5.0%2.632%
7/31/2023LPL Financial LLC83,399$2.23M0.0%-3.7%2.690%
7/25/2023 Raymond James Financial Services Advisors Inc.8,443$225K0.0%-79.0%0.264%
7/25/2023 Raymond James & Associates55,441$1.48M0.0%+0.8%1.733%
7/21/2023 Global Assets Advisory LLC35,875$958K0.9%-43.1%1.121%
7/20/2023 Well Done LLC315,269$8.42M1.8%-4.4%9.852%
7/12/2023 EWG Elevate Inc.27,940$746K0.3%+32.8%0.873%
5/9/2023Tower Research Capital LLC TRC11,274$300K0.0%-18.8%0.313%
5/5/2023Truist Financial Corp77,740$2.07M0.0%+30.7%2.159%
5/3/2023Integrated Wealth Concepts LLC16,800$447K0.0%+11.9%0.467%
4/28/2023Ameritas Advisory Services LLC5,333$142K0.0%-25.6%0.148%
4/21/2023 Global Assets Advisory LLC63,029$1.63M1.7%-2.7%1.751%
4/20/2023 Well Done LLC329,796$8.78M1.9%+3.7%9.161%
4/14/2023 Raymond James Financial Services Advisors Inc.40,198$1.07M0.0%-1.4%0.903%
4/14/2023 Raymond James & Associates55,010$1.46M0.0%+5.2%1.236%
4/13/2023 EWG Elevate Inc.21,045$560K0.2%+36.1%0.473%
2/13/2023Integrated Wealth Concepts LLC15,018$423K0.0%N/A0.000%
2/10/2023Ameritas Advisory Services LLC7,165$202K0.0%N/A0.000%
2/9/2023 Chicago Partners Investment Group LLC6,678$205K0.0%-5.8%0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.40,778$1.15M0.0%+19.6%0.000%
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2/8/2023 Manchester Financial Inc.177,555$5.00M1.4%-0.8%0.000%
2/7/2023Commonwealth Equity Services LLC23,579$663K0.0%+39.7%0.000%
2/7/2023LPL Financial LLC88,828$2.50M0.0%-17.3%0.000%
2/7/2023Envestnet Asset Management Inc.24,979$703K0.0%+13.7%0.000%
1/31/2023 Westside Investment Management Inc.1,125$31K0.0%N/A0.000%
1/31/2023 Global Assets Advisory LLC64,772$1.82M1.9%-0.8%0.000%
1/27/2023 Destiny Wealth Partners LLC1,286$36K0.0%-84.3%0.000%
1/18/2023 Well Done LLC317,947$8.95M1.9%+1.2%0.000%
1/11/2023 EWG Elevate Inc.15,468$435K0.2%+4.2%0.000%
11/15/2022WA Asset Management LLC485,183$12.46M0.9%N/A0.000%
11/10/2022Tower Research Capital LLC TRC31,723$814K0.0%-9.9%0.000%
11/3/2022 Avidian Wealth Solutions LLC10,035$258K0.0%+23.5%0.000%
10/26/2022 WBI Investments Inc.19,784$488K0.1%-3.5%0.000%
10/26/2022Truist Financial Corp64,916$1.67M0.0%-6.2%0.000%
10/25/2022 Raymond James & Associates52,448$1.35M0.0%+2.2%0.000%
10/25/2022 Raymond James Financial Services Advisors Inc.34,102$875K0.0%-9.3%0.000%
10/14/2022 Well Done LLC314,278$8.07M2.0%+2.0%0.000%
9/16/2022 Private Trust Co. NA5,000$134K0.0%N/A0.000%
8/5/2022OLD Mission Capital LLC41,970$1.12M0.0%+98.3%0.000%
8/4/2022 Chicago Partners Investment Group LLC7,018$206K0.0%N/A0.000%
8/3/2022Envestnet Asset Management Inc.29,360$784K0.0%+21.6%0.000%
8/2/2022 Requisite Capital Management LLC790,341$21.11M7.0%-13.1%0.000%
8/1/2022 Parallel Advisors LLC2,199$59K0.0%N/A0.000%
7/29/2022 Avidian Wealth Solutions LLC8,125$217K0.0%-51.8%0.000%
7/28/2022 Manchester Financial Inc.168,020$4.49M1.7%-2.8%0.000%
7/26/2022BT Wealth Management LLC483,601$12.92M3.6%-4.1%0.000%
7/25/2022 WBI Investments Inc.20,506$528K0.1%N/A0.000%
7/22/2022Truist Financial Corp69,197$1.85M0.0%+23.1%0.000%
7/19/2022Commonwealth Equity Services LLC118,201$3.16M0.0%+15.9%0.000%
7/18/2022 Well Done LLC308,176$8.23M1.8%+6.7%0.000%
7/15/2022 Destiny Wealth Partners LLC8,189$219K0.0%+40.2%0.000%
7/15/2022BT Wealth Management LLC483,818$13.02M3.6%-4.0%0.000%
6/3/2022 Rehmann Capital Advisory Group11,001$338K0.0%+4.4%0.000%
5/10/2022 Bank of Marin7,054$217K0.2%-37.4%0.000%
5/10/2022Capital Planning Advisors LLC322,728$9.91M2.1%-43.1%0.000%
5/4/2022Advisor Group Holdings Inc.17,972$551K0.0%+9.8%0.000%
5/4/2022 Manchester Financial Inc.172,816$5.31M1.9%+4.2%0.000%
5/4/2022Commonwealth Equity Services LLC101,984$3.13M0.0%+779.8%0.000%
5/4/2022Envestnet Asset Management Inc.24,138$741K0.0%N/A0.000%
5/2/2022 JFS Wealth Advisors LLC952$29K0.0%N/A0.000%
4/29/2022 BKA Wealth Consulting Inc.66,720$2.05M3.1%N/A0.000%
4/22/2022Truist Financial Corp56,209$1.73M0.0%+260.6%0.000%
4/21/2022BT Wealth Management LLC504,162$15.48M4.0%+11.5%0.000%
4/21/2022 Destiny Wealth Partners LLC5,840$179K0.0%N/A0.000%
4/20/2022 Well Done LLC288,899$8.87M1.8%N/A0.000%
4/12/2022 EWG Elevate Inc.14,846$456K0.2%N/A0.000%
2/15/2022Capital Planning Advisors LLC567,590$18.15M3.5%-2.5%0.000%
2/10/2022OLD Mission Capital LLC38,442$1.23M0.1%N/A0.000%
2/9/2022 Requisite Capital Management LLC944,926$30.22M9.4%-2.8%0.000%
2/8/2022 Raymond James & Associates56,377$1.80M0.0%+32.3%0.000%
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2/3/2022Advisor Group Holdings Inc.16,368$523K0.0%+2.9%0.000%
2/3/2022 Manchester Financial Inc.165,854$5.30M1.9%N/A0.000%
1/31/2022Commonwealth Equity Services LLC11,592$370K0.0%N/A0.000%
1/10/2022 Patriot Financial Group Insurance Agency LLC5,100$163K0.0%-32.0%0.000%
11/24/2021 Patriot Financial Group Insurance Agency LLC7,500$225K0.0%-11.8%0.000%
11/16/2021 Rehmann Capital Advisory Group10,443$313K0.0%+7.3%0.000%
11/16/2021LPL Financial LLC111,324$3.34M0.0%N/A0.000%
11/15/2021Flow Traders U.S. LLC27,567$826K0.0%-33.6%0.000%
11/15/2021 Cornerstone Wealth Management LLC8,642$259K0.0%N/A0.000%
11/10/2021 Avidian Wealth Solutions LLC16,298$489K0.0%-25.7%0.000%
(Data available from 1/1/2016 forward)

SVAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SVAL shares?

During the previous two years, 28 institutional investors and hedge funds held shares of iShares US Small Cap Value Factor ETF. The most heavily invested institutionals were Requisite Capital Management LLC ($21.11M), Global Assets Advisory LLC ($19.07M), BT Wealth Management LLC ($12.92M), WA Asset Management LLC ($12.46M), Well Done LLC ($7.96M), International Assets Investment Management LLC ($5.54M), and Manchester Financial Inc. ($5.00M).Learn more on SVAL's institutional investors.

Which institutional investors have been buying iShares US Small Cap Value Factor ETF stock?

Of the 24 institutional investors that purchased iShares US Small Cap Value Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Global Assets Advisory LLC ($553.19K), WA Asset Management LLC ($485.18K), International Assets Investment Management LLC ($341.00K), Synergy Asset Management LLC ($138.28K), Well Done LLC ($40.90K), Truist Financial Corp ($35.12K), and Commonwealth Equity Services LLC ($22.91K).

How much institutional buying is happening at iShares US Small Cap Value Factor ETF?

Institutional investors have bought a total of 1,773,836 shares in the last 24 months. This purchase volume represents approximately $51.12M in transactions.

Which iShares US Small Cap Value Factor ETF major shareholders have been selling company stock?

Of the 17 institutional investors that sold iShares US Small Cap Value Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Requisite Capital Management LLC ($119.11K), Well Done LLC ($71.44K), Global Assets Advisory LLC ($46.20K), BT Wealth Management LLC ($40.91K), Raymond James Financial Services Advisors Inc. ($35.83K), Tower Research Capital LLC TRC ($35.50K), and LPL Financial LLC ($21.83K).

How much institutional selling is happening at iShares US Small Cap Value Factor ETF?

Institutional investors have sold a total of 406,101 shares in the last 24 months. This volume of shares sold represents approximately $11.13M in transactions.


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This page (BATS:SVAL) was last updated on 5/12/2024 by MarketBeat.com Staff

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