iShares US Small Cap Value Factor ETFSVAL
SVAL
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]
7.18% less ownership
Funds ownership: 70.24% [Q4 2024] → 63.06% (-7.18%) [Q1 2025]
8% less funds holding
Funds holding: 40 [Q4 2024] → 37 (-3) [Q1 2025]
17% less capital invested
Capital invested by funds: $103M [Q4 2024] → $85.1M (-$17.8M) [Q1 2025]
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Research analyst outlook
We haven’t received any recent analyst ratings for SVAL.
Financial journalist opinion
Positive
Seeking Alpha
9 months ago
SVAL: A Little Too Much Financials Exposure
Small-cap and value stocks are expected to perform well in the next market cycle, making the iShares US Small Cap Value Factor ETF attractive. SVAL focuses on 250 small-cap U.S. stocks with strong value metrics, offering a diversified yet heavily financials-weighted portfolio. The ETF's price-to-earnings ratio is 11.14, and price-to-book is 1.21, indicating a value-oriented investment.
Negative
ETF Trends
10 months ago
The Great Rotation: Just Getting Started?
Friday's disappointing jobs report has put a huge damper on economic sentiment for the moment. Goldman Sachs has bumped up the odds of a recession from 10% to 25% over the next 12 months.
Positive
Zacks Investment Research
10 months ago
Small-Cap ETFs to Rally on Upbeat U.S. Q2 GDP Growth Data?
The US economy expanded at a faster-than-expected pace in the second quarter of 2024. Small-cap stocks generally lead the way higher on improving American economy.
Neutral
Zacks Investment Research
10 months ago
The Zacks Analyst Blog KBWR, QQQS, SVAL, EES and SBIO
KBWR, QQQS, SVAL, EES and SBIO are included in this Analyst Blog.
Positive
Zacks Investment Research
10 months ago
5 Small-Cap ETFs at the Forefront of the Latest Rally
Small-cap stocks have staged a strong comeback buoyed by the Trump trade resurgence and the growing expectations of the Fed cutting rates in September.
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