Money Concepts Capital Corp Has $69.51 Million Stock Holdings in iShares US Small Cap Value Factor ETF (BATS:SVAL)

Money Concepts Capital Corp raised its position in shares of iShares US Small Cap Value Factor ETF (BATS:SVAL) by 5.9% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,140,108 shares of the company’s stock after acquiring an additional 120,001 shares during the quarter. iShares US Small Cap Value Factor ETF makes up approximately 5.2% of Money Concepts Capital Corp’s holdings, making the stock its largest position. Money Concepts Capital Corp owned 0.87% of iShares US Small Cap Value Factor ETF worth $69,511,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Jane Street Group LLC purchased a new position in shares of iShares US Small Cap Value Factor ETF in the 3rd quarter worth about $774,000. Sanctuary Advisors LLC increased its stake in iShares US Small Cap Value Factor ETF by 8.6% during the 3rd quarter. Sanctuary Advisors LLC now owns 280,297 shares of the company’s stock valued at $9,995,000 after purchasing an additional 22,282 shares in the last quarter. Global Assets Advisory LLC purchased a new position in iShares US Small Cap Value Factor ETF in the third quarter worth about $620,000. Ameritas Advisory Services LLC bought a new position in shares of iShares US Small Cap Value Factor ETF in the fourth quarter worth approximately $330,000. Finally, US Bancorp DE grew its holdings in shares of iShares US Small Cap Value Factor ETF by 78.9% during the third quarter. US Bancorp DE now owns 1,657 shares of the company’s stock valued at $53,000 after buying an additional 731 shares during the last quarter.

iShares US Small Cap Value Factor ETF Stock Performance

Shares of BATS SVAL opened at $33.03 on Wednesday. The stock has a market cap of $80.92 million, a price-to-earnings ratio of 9.52 and a beta of 1.03. The stock has a fifty day moving average price of $33.42 and a 200 day moving average price of $32.81.

iShares US Small Cap Value Factor ETF Company 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.