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

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$28.25
+0.06 (+0.21%)
(As of 04/18/2024 ET)
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Stock AnalysisChartHeadlinesHoldingsOwnershipRatings

Institutional Ownership Changes (13F Filings) for iShares US Small Cap Value Factor ETF (BATS:SVAL)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$36.19M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$18.56M
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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%
2/23/2024Chicago Partners Investment Group LLC6,846$204K0.0%N/A0.221%
2/16/2024 Global Assets Advisory LLC24,656$761K1.0%-18.4%0.795%
2/15/2024Citadel Advisors LLC7,266$224K0.0%N/A0.234%
2/14/2024Royal Bank of Canada23,664$728K0.0%-29.5%0.763%
2/13/2024Envestnet Asset Management Inc.40,013$1.23M0.0%+6.9%1.291%
2/13/2024Tower Research Capital LLC TRC3,047$94K0.0%-90.6%0.098%
2/12/2024Steward Partners Investment Advisory LLC900$28K0.0%+800.0%0.029%
2/2/2024Truist Financial Corp87,895$2.71M0.0%-1.9%2.835%
1/29/2024Wealth 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%
1/19/2024Synergy Asset Management LLC138,275$4.26M0.8%N/A4.460%
1/18/2024Well 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%
11/15/2023Integrated Wealth Concepts LLC18,589$491K0.0%+8.2%0.600%
11/15/2023Royal Bank of Canada33,585$886K0.0%+24.1%1.083%
11/14/2023Tower Research Capital LLC TRC32,441$856K0.0%+78.0%1.046%
11/13/2023Mariner LLC9,761$258K0.0%+4.7%0.315%
11/13/2023LPL Financial LLC81,311$2.15M0.0%-2.5%2.623%
10/24/2023Raymond James & Associates52,742$1.39M0.0%-4.9%1.701%
10/23/2023Commonwealth Equity Services LLC14,279$377K0.0%-3.0%0.461%
10/16/2023Well 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%
8/21/2023Osaic Holdings Inc.9,771$261K0.0%+9.7%0.315%
8/15/2023Integrated Wealth Concepts LLC17,186$459K0.0%+2.3%0.554%
8/15/2023Waverly Advisors LLC14,988$400K0.0%-5.2%0.483%
8/15/2023Royal Bank of Canada27,057$722K0.0%+488.2%0.873%
8/14/2023Tower Research Capital LLC TRC 18,223$486K0.0%+61.6%0.588%
8/10/2023Osaic Holdings Inc.9,771$261K0.0%+9.7%0.315%
8/4/2023Envestnet Asset Management Inc.37,083$990K0.0%+3.9%1.196%
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%
7/25/2023Raymond 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%
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7/20/2023Well Done LLC315,269$8.42M1.8%-4.4%9.852%
7/12/2023 EWG Elevate Inc.27,940$746K0.3%+32.8%0.873%
5/16/2023Waverly Advisors LLC15,803$421K0.0%-96.7%0.439%
5/16/2023Susquehanna International Group LLP46,085$1.23M0.0%-3.0%1.280%
5/12/2023Bank of America Corp DE411,100$10.94M0.0%+2.3%11.419%
5/12/2023UBS Group AG1,822$48K0.0%N/A0.051%
5/11/2023Envestnet Asset Management Inc.35,693$950K0.0%+42.9%0.991%
5/11/2023Commonwealth Equity Services LLC14,717$391K0.0%-37.6%0.409%
5/10/2023Private Advisor Group LLC7,767$207K0.0%N/A0.216%
5/10/2023LPL Financial LLC86,641$2.31M0.0%-2.5%2.407%
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%
4/20/2023Well 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%
2/17/2023Truist Financial Corp59,465$1.67M0.0%-8.4%0.000%
2/15/2023Waverly Advisors LLC483,975$13.62M0.8%-0.2%0.000%
2/15/2023Mariner LLC9,242$260K0.0%-5.6%0.000%
2/14/2023Susquehanna International Group LLP47,510$1.34M0.0%+420.9%0.000%
2/13/2023Integrated Wealth Concepts LLC15,018$423K0.0%N/A0.000%
2/10/2023Bank of America Corp DE401,961$11.31M0.0%-5.7%0.000%
2/10/2023Ameritas Advisory Services LLC7,165$202K0.0%N/A0.000%
2/10/2023Advisor Group Holdings Inc.12,705$357K0.0%-29.1%0.000%
2/9/2023Chicago 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%
2/8/2023Manchester 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%
1/31/2023Westside 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%
1/18/2023Well 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%
11/15/2022Citadel Advisors LLC27,866$715K0.0%N/A0.000%
11/15/2022Commonwealth Equity Services LLC16,884$433K0.0%-85.7%0.000%
11/14/2022Royal Bank of Canada40,793$1.05M0.0%-39.4%0.000%
11/10/2022Envestnet Asset Management Inc.21,971$564K0.0%-25.2%0.000%
11/10/2022Tower Research Capital LLC TRC31,723$814K0.0%-9.9%0.000%
11/3/2022Avidian Wealth Solutions LLC10,035$258K0.0%+23.5%0.000%
10/26/2022WBI Investments Inc.19,784$488K0.1%-3.5%0.000%
10/26/2022Truist Financial Corp64,916$1.67M0.0%-6.2%0.000%
10/25/2022Raymond 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%
10/14/2022Well Done LLC314,278$8.07M2.0%+2.0%0.000%
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9/16/2022Private Trust Co. NA5,000$134K0.0%N/A0.000%
8/12/2022LPL Financial LLC101,429$2.71M0.0%-8.9%0.000%
8/5/2022OLD Mission Capital LLC41,970$1.12M0.0%+98.3%0.000%
8/4/2022Chicago Partners Investment Group LLC7,018$206K0.0%N/A0.000%
8/3/2022Envestnet Asset Management Inc.29,360$784K0.0%+21.6%0.000%
8/2/2022Requisite Capital Management LLC790,341$21.11M7.0%-13.1%0.000%
8/1/2022Parallel Advisors LLC2,199$59K0.0%N/A0.000%
7/29/2022Avidian Wealth Solutions LLC8,125$217K0.0%-51.8%0.000%
7/28/2022Manchester 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%
(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, 45 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), Bank of America Corp DE ($10.94M), Capital Planning Advisors LLC ($9.91M), and Well Done LLC ($7.96M).Learn more on SVAL's institutional investors.

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

Of the 40 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), Well Done LLC ($329.80K), Bank of America Corp DE ($249.91K), Synergy Asset Management LLC ($138.28K), and Commonwealth Equity Services LLC ($113.30K).

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

Institutional investors have bought a total of 2,792,789 shares in the last 24 months. This purchase volume represents approximately $81.89M in transactions.

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

Of the 26 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: Waverly Advisors LLC ($470.20K), Capital Planning Advisors LLC ($244.86K), Requisite Capital Management LLC ($119.11K), Commonwealth Equity Services LLC ($110.62K), Well Done LLC ($71.44K), Global Assets Advisory LLC ($46.20K), and BT Wealth Management LLC ($40.91K).

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

Institutional investors have sold a total of 1,330,322 shares in the last 24 months. This volume of shares sold represents approximately $36.71M in transactions.


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This page (BATS:SVAL) was last updated on 4/19/2024 by MarketBeat.com Staff

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