Dynamic Financial Group Cuts Stock Holdings in iShares US Small Cap Value Factor ETF $SVAL

Dynamic Financial Group decreased its stake in shares of iShares US Small Cap Value Factor ETF (BATS:SVAL) by 37.6% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 6,902 shares of the company’s stock after selling 4,151 shares during the period. Dynamic Financial Group owned about 0.16% of iShares US Small Cap Value Factor ETF worth $214,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of the stock. Money Concepts Capital Corp boosted its position in shares of iShares US Small Cap Value Factor ETF by 2.5% during the first quarter. Money Concepts Capital Corp now owns 2,194,327 shares of the company’s stock valued at $65,841,000 after buying an additional 54,219 shares during the last quarter. Truist Financial Corp boosted its position in shares of iShares US Small Cap Value Factor ETF by 69.8% during the second quarter. Truist Financial Corp now owns 171,306 shares of the company’s stock valued at $5,320,000 after buying an additional 70,412 shares during the last quarter. Global Assets Advisory LLC boosted its position in shares of iShares US Small Cap Value Factor ETF by 154.8% during the first quarter. Global Assets Advisory LLC now owns 52,086 shares of the company’s stock valued at $1,477,000 after buying an additional 31,648 shares during the last quarter. Envestnet Asset Management Inc. boosted its position in shares of iShares US Small Cap Value Factor ETF by 6.6% during the first quarter. Envestnet Asset Management Inc. now owns 26,145 shares of the company’s stock valued at $784,000 after buying an additional 1,619 shares during the last quarter. Finally, Prepared Retirement Institute LLC boosted its position in shares of iShares US Small Cap Value Factor ETF by 5.2% during the second quarter. Prepared Retirement Institute LLC now owns 23,188 shares of the company’s stock valued at $720,000 after buying an additional 1,140 shares during the last quarter.

iShares US Small Cap Value Factor ETF Stock Down 1.8%

Shares of BATS:SVAL opened at $32.10 on Monday. The stock has a market cap of $136.40 million, a price-to-earnings ratio of 12.43 and a beta of 1.05. iShares US Small Cap Value Factor ETF has a 12-month low of $25.81 and a 12-month high of $36.79. The business’s 50 day moving average is $33.29 and its 200 day moving average is $31.19.

iShares US Small Cap Value Factor ETF Profile

The iShares US Small Cap Value Factor ETF (SVAL) is an exchange-traded fund that is based on the Russell 2000 Focused Value Select index. The fund tracks an equally-weighted index of small-cap value companies selected by multiple factors. SVAL was launched on Oct 27, 2020 and is managed by BlackRock.