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

iShares US Small Cap Value Factor ETF logo
$31.80 +0.77 (+2.47%)
Closing price 07/1/2025 03:57 PM Eastern
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$31.80 0.00 (0.00%)
As of 07/1/2025 04:04 PM Eastern
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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
5/15/2025Royal Bank of Canada13,819$415K0.0%+19.4%0.321%
5/13/2025Dynamic Financial Group11,053$332K0.3%-2.9%0.257%
5/6/2025Cetera Investment Advisers7,563$227K0.0%-31.9%0.176%
5/5/2025Private Advisor Group LLC12,787$384K0.0%+4.0%0.297%
5/2/2025Prepared Retirement Institute LLC22,048$662K0.4%-7.9%0.513%
4/29/2025Envestnet Asset Management Inc.26,145$784K0.0%+6.6%0.608%
4/28/2025NovaPoint Capital LLC8,785$264K0.1%N/A0.204%
4/24/2025Money Concepts Capital Corp2,194,327$65.84M4.9%+2.5%51.031%
4/23/2025Global Assets Advisory LLC52,086$1.48M0.3%+154.8%1.211%
4/21/2025Well Done LLC23,753$771K0.1%-4.8%0.552%
2/17/2025Two Sigma Investments LP28,500$926K0.0%-12.8%1.163%
2/17/2025Global Assets Advisory LLC20,438$658K0.4%+4.5%0.834%
2/17/2025Cetera Investment Advisers11,104$361K0.0%+43.0%0.453%
2/17/2025Citadel Advisors LLC6,759$220K0.0%N/A0.276%
2/17/2025Bank of America Corp DE106,210$3.45M0.0%+26.6%4.335%
2/14/2025Jane Street Group LLC7,809$254K0.0%-67.5%0.319%
2/14/2025Tower Research Capital LLC TRC9,947$323K0.0%+21.8%0.406%
2/13/2025Mariner LLC21,565$700K0.0%+13.9%0.880%
2/13/2025Prepared Retirement Institute LLC23,939$778K0.4%+25.2%0.977%
2/13/2025Raymond James Financial Inc.33,148$1.08M0.0%N/A1.353%
2/13/2025Envestnet Asset Management Inc.24,526$797K0.0%-13.3%1.001%
2/11/2025LPL Financial LLC42,735$1.39M0.0%+27.7%1.744%
2/10/2025Commonwealth Equity Services LLC12,820$416K0.0%-2.3%0.523%
2/6/2025Raymond James Financial Inc.33,148$1.08M0.0%N/A1.353%
2/3/2025Private Advisor Group LLC12,294$399K0.0%N/A0.502%
1/31/2025Global Retirement Partners LLC76,247$2.48M0.1%N/A3.112%
1/31/2025Truist Financial Corp97,912$3.18M0.0%+0.9%3.996%
1/31/2025Sanctuary Advisors LLC314,640$10.48M0.1%+12.3%12.842%
1/27/2025Money Concepts Capital Corp2,140,108$69.51M5.2%+5.9%87.351%
1/15/2025Ameritas Advisory Services LLC10,145$330K0.0%N/A0.414%
11/25/2024Sanctuary Advisors LLC280,297$10.00M0.1%+8.6%11.441%
11/15/2024Jane Street Group LLC24,051$774K0.0%N/A0.982%
10/28/2024US Bancorp DE1,657$53K0.0%+78.9%0.068%
10/23/2024Global Assets Advisory LLC19,560$620K0.3%N/A0.798%
10/17/2024Well Done LLC24,954$804K0.1%-4.4%1.019%
9/5/2024Sanctuary Advisors LLC258,015$7.54M0.1%N/A10.531%
8/21/2024Truist Financial Corp91,258$2.67M0.0%-5.0%3.725%
7/30/2024International Assets Investment Management LLC5,470$160K0.0%N/A0.223%
7/19/2024Well Done LLC26,091$762K0.2%-20.6%1.065%
7/16/2024EWG 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%
4/12/2024Global Assets Advisory LLC577,843$19.07M0.1%+2,243.6%18.640%
4/10/2024EWG Elevate Inc.36,798$1.13M0.4%+11.3%1.187%
2/23/2024Chicago Partners Investment Group LLC6,846$204K0.0%N/A0.221%
2/16/2024Global 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%
1/29/2024Wealth Effects LLC9,350$288K0.1%N/A0.302%
1/25/2024International Assets Investment Management LLC170,501$5.54M0.0%N/A5.500%
1/25/2024Global Assets Advisory LLC24,656$759K1.0%-18.4%0.795%
1/24/2024International 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%
1/9/2024EWG 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%
10/24/2023Raymond 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%
10/10/2023EWG Elevate Inc.33,445$883K0.4%+19.7%1.079%
10/4/2023Global 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%
7/25/2023Raymond 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%
7/21/2023Global Assets Advisory LLC35,875$958K0.9%-43.1%1.121%
7/20/2023Well Done LLC315,269$8.42M1.8%-4.4%9.852%
7/12/2023EWG 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%
4/21/2023Global 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%
4/13/2023EWG 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%
2/9/2023Chicago 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%
1/31/2023Global Assets Advisory LLC64,772$1.82M1.9%-0.8%0.000%
1/27/2023Destiny Wealth Partners LLC1,286$36K0.0%-84.3%0.000%
1/18/2023Well Done LLC317,947$8.95M1.9%+1.2%0.000%
1/11/2023EWG Elevate Inc.15,468$435K0.2%+4.2%0.000%
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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%
11/3/2022Avidian 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%
9/16/2022Private Trust Co. NA5,000$134K0.0%N/A0.000%
8/5/2022OLD 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 iShares US Small Cap Value Factor ETF's institutional investors.

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

Of the 27 institutional investors that purchased iShares US Small Cap Value Factor ETF's 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 807,107 shares in the last 24 months. This purchase volume represents approximately $25.01M in transactions.

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

Of the 9 institutional investors that sold iShares US Small Cap Value Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($16.24K), Well Done LLC ($9.10K), Truist Financial Corp ($4.80K), Two Sigma Investments LP ($4.20K), Envestnet Asset Management Inc. ($3.76K), Cetera Investment Advisers ($3.54K), and Prepared Retirement Institute LLC ($1.89K).

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

Institutional investors have sold a total of 44,160 shares in the last 24 months. This volume of shares sold represents approximately $1.38M in transactions.


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This page (BATS:SVAL) was last updated on 7/2/2025 by MarketBeat.com Staff
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