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

iShares US Small Cap Value Factor ETF logo
$29.54 -1.50 (-4.83%)
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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)
23
Total
Institutional Inflows
(last 12 months)
$25.01M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.38M
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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
5/15/2025 Royal Bank of Canada13,819$415K0.0%+19.4%0.321%
5/13/2025 Dynamic Financial Group11,053$332K0.3%-2.9%0.257%
5/6/2025 Cetera Investment Advisers7,563$227K0.0%-31.9%0.176%
5/5/2025 Private Advisor Group LLC12,787$384K0.0%+4.0%0.297%
5/2/2025 Prepared Retirement Institute LLC22,048$662K0.4%-7.9%0.513%
4/29/2025 Envestnet Asset Management Inc.26,145$784K0.0%+6.6%0.608%
4/28/2025 NovaPoint Capital LLC8,785$264K0.1%N/A0.204%
4/24/2025 Money Concepts Capital Corp2,194,327$65.84M4.9%+2.5%51.031%
4/23/2025 Global Assets Advisory LLC52,086$1.48M0.3%+154.8%1.211%
4/21/2025 Well Done LLC23,753$771K0.1%-4.8%0.552%
2/17/2025 Two Sigma Investments LP28,500$926K0.0%-12.8%1.163%
2/17/2025 Global Assets Advisory LLC20,438$658K0.4%+4.5%0.834%
2/17/2025 Cetera Investment Advisers11,104$361K0.0%+43.0%0.453%
2/17/2025 Citadel Advisors LLC6,759$220K0.0%N/A0.276%
2/17/2025 Bank of America Corp DE106,210$3.45M0.0%+26.6%4.335%
2/14/2025 Jane Street Group LLC7,809$254K0.0%-67.5%0.319%
2/14/2025 Tower Research Capital LLC TRC9,947$323K0.0%+21.8%0.406%
2/13/2025 Mariner LLC21,565$700K0.0%+13.9%0.880%
2/13/2025 Prepared Retirement Institute LLC23,939$778K0.4%+25.2%0.977%
2/13/2025 Raymond James Financial Inc.33,148$1.08M0.0%N/A1.353%
2/13/2025 Envestnet Asset Management Inc.24,526$797K0.0%-13.3%1.001%
2/11/2025 LPL Financial LLC42,735$1.39M0.0%+27.7%1.744%
2/10/2025 Commonwealth Equity Services LLC12,820$416K0.0%-2.3%0.523%
2/6/2025 Raymond James Financial Inc.33,148$1.08M0.0%N/A1.353%
2/3/2025 Private Advisor Group LLC12,294$399K0.0%N/A0.502%
1/31/2025Global Retirement Partners LLC76,247$2.48M0.1%N/A3.112%
1/31/2025 Truist Financial Corp97,912$3.18M0.0%+0.9%3.996%
1/31/2025Sanctuary Advisors LLC314,640$10.48M0.1%+12.3%12.842%
1/27/2025 Money Concepts Capital Corp2,140,108$69.51M5.2%+5.9%87.351%
1/15/2025 Ameritas Advisory Services LLC10,145$330K0.0%N/A0.414%
11/25/2024Sanctuary Advisors LLC280,297$10.00M0.1%+8.6%11.441%
11/15/2024 Jane Street Group LLC24,051$774K0.0%N/A0.982%
10/28/2024 US Bancorp DE1,657$53K0.0%+78.9%0.068%
10/23/2024 Global Assets Advisory LLC19,560$620K0.3%N/A0.798%
10/17/2024 Well Done LLC24,954$804K0.1%-4.4%1.019%
9/5/2024Sanctuary Advisors LLC258,015$7.54M0.1%N/A10.531%
8/21/2024 Truist Financial Corp91,258$2.67M0.0%-5.0%3.725%
7/30/2024 International Assets Investment Management LLC5,470$160K0.0%N/A0.223%
7/19/2024 Well Done LLC26,091$762K0.2%-20.6%1.065%
7/16/2024 EWG Elevate Inc.39,650$1.16M0.4%+7.8%1.618%
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7/9/2024Lynx Investment Advisory3,182$93K0.1%N/A0.130%
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%
2/13/2024 Tower Research Capital LLC TRC3,047$94K0.0%-90.6%0.098%
2/2/2024 Truist 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%
1/16/2024Raymond 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%
11/14/2023 Tower Research Capital LLC TRC32,441$856K0.0%+78.0%1.046%
10/24/2023Raymond James & Associates52,742$1.39M0.0%-4.9%1.701%
10/23/2023 Commonwealth 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%
8/1/2023 Truist Financial Corp81,592$2.18M0.0%+5.0%2.632%
7/31/2023 LPL Financial LLC83,399$2.23M0.0%-3.7%2.690%
7/25/2023Raymond James Financial Services Advisors Inc.8,443$225K0.0%-79.0%0.264%
7/25/2023Raymond 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%
5/9/2023 Tower Research Capital LLC TRC11,274$300K0.0%-18.8%0.313%
5/5/2023 Truist Financial Corp77,740$2.07M0.0%+30.7%2.159%
5/3/2023 Integrated Wealth Concepts LLC16,800$447K0.0%+11.9%0.467%
4/28/2023 Ameritas 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%
4/14/2023Raymond James Financial Services Advisors Inc.40,198$1.07M0.0%-1.4%0.903%
4/14/2023Raymond James & Associates55,010$1.46M0.0%+5.2%1.236%
4/13/2023 EWG Elevate Inc.21,045$560K0.2%+36.1%0.473%
2/13/2023 Integrated Wealth Concepts LLC15,018$423K0.0%N/A0.000%
2/10/2023 Ameritas Advisory Services LLC7,165$202K0.0%N/A0.000%
2/9/2023 Chicago Partners Investment Group LLC6,678$205K0.0%-5.8%0.000%
2/8/2023Raymond James Financial Services Advisors Inc.40,778$1.15M0.0%+19.6%0.000%
2/8/2023 Manchester Financial Inc.177,555$5.00M1.4%-0.8%0.000%
2/7/2023 Commonwealth Equity Services LLC23,579$663K0.0%+39.7%0.000%
2/7/2023 LPL Financial LLC88,828$2.50M0.0%-17.3%0.000%
2/7/2023 Envestnet 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%
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11/15/2022 WA Asset Management LLC485,183$12.46M0.9%N/A0.000%
11/10/2022 Tower 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%
10/26/2022 Truist Financial Corp64,916$1.67M0.0%-6.2%0.000%
10/25/2022Raymond James & Associates52,448$1.35M0.0%+2.2%0.000%
10/25/2022Raymond 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%
8/5/2022 OLD Mission Capital LLC41,970$1.12M0.0%+98.3%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, 32 institutional investors and hedge funds held shares of iShares US Small Cap Value Factor ETF. The most heavily invested institutionals were Money Concepts Capital Corp ($65.84M), Sanctuary Advisors LLC ($10.48M), Synergy Asset Management LLC ($4.26M), Bank of America Corp DE ($3.45M), Truist Financial Corp ($3.18M), Global Retirement Partners LLC ($2.48M), and Raymond James & Associates ($1.60M).Learn more on SVAL's institutional investors.

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

Of the 27 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 ($605.27K), International Assets Investment Management LLC ($346.47K), Sanctuary Advisors LLC ($314.64K), Money Concepts Capital Corp ($174.22K), Synergy Asset Management LLC ($138.28K), Global Retirement Partners LLC ($76.25K), and Raymond James Financial Inc. ($66.30K).

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

Institutional investors have bought a total of 1,890,392 shares in the last 24 months. This purchase volume represents approximately $58.15M in transactions.

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

Of the 15 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: Well Done LLC ($80.54K), Global Assets Advisory LLC ($43.92K), Raymond James Financial Services Advisors Inc. ($31.76K), Tower Research Capital LLC TRC ($29.39K), Jane Street Group LLC ($16.24K), Truist Financial Corp ($6.50K), and Two Sigma Investments LP ($4.20K).

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

Institutional investors have sold a total of 230,089 shares in the last 24 months. This volume of shares sold represents approximately $6.59M in transactions.


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This page (BATS:SVAL) was last updated on 6/2/2025 by MarketBeat.com Staff
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