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iShares US Small Cap Value Factor ETF
SVAL

36 hedge funds and large institutions have $122M invested in iShares US Small Cap Value Factor ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

474% more capital invested

Capital invested by funds: $21.3M → $122M (+$101M)

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

38.86% more ownership

Funds ownership: 33.5% → 72.35% (+39%)

20% more funds holding

Funds holding: 30 → 36 (+6)

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

Holders
36
Holders Change
+6
Holders Change %
+20%
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
9
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCC
Money Concepts Capital
Florida
+$101M
2
Two Sigma Investments
Two Sigma Investments
New York
+$1.33M
3
AR
Apeiron RIA
Texas
+$1.1M
4
Bank of America
Bank of America
North Carolina
+$1.08M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$2.01M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.13M
3
GAA
Global Assets Advisory
Florida
-$856K
4
BCI
Brinker Capital Investments
Pennsylvania
-$373K
5
Goldman Sachs
Goldman Sachs
New York
-$307K
Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
26
Crews Bank & Trust
Florida
$20.5K -$4.95K -135 -19%
1NWS
27
1 North Wealth Services
Maryland
$12.6K +$12.8K +350 New
National Bank of Canada
28
National Bank of Canada
Quebec, Canada
$11.1K – – –
Fidelity Investments
29
Fidelity Investments
Massachusetts
$10.2K +$10.4K +284 New
WAS
30
Winch Advisory Services
Wisconsin
$6.02K – – –
CFD
31
Creative Financial Designs
Indiana
$2.26K -$1.21K -33 -34%
NA
32
NewEdge Advisors
Louisiana
$1.91K – – –
AWM
33
AE Wealth Management
Kansas
$1.69K – – –
AAP
34
Arax Advisory Partners
Colorado
$360 +$366 +10 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$72 +$73 +2 New
Wells Fargo
36
Wells Fargo
California
$32 +$37 +1 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
– -$1.13M -32,978 Closed
GAA
38
Global Assets Advisory
Florida
– -$856K -24,943 Closed
BCI
39
Brinker Capital Investments
Pennsylvania
– -$373K -10,869 Closed
Goldman Sachs
40
Goldman Sachs
New York
– -$307K -8,950 Closed
1
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SVAL Hedge Fund Activity: Q1 2026 in Review

36 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Value Factor ETF (SVAL) for Q1 2026, worth a combined $122M — up 474% from $21.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SVAL positions and 4 closed out — a net gain of 7 holders — while 9 added to existing stakes and 8 trimmed.

The largest buyer was Money Concepts Capital, opening a new position worth an estimated $101M. The largest seller was Raymond James Financial, cutting an estimated $2.01M.

  • 36 institutional investors held iShares US Small Cap Value Factor ETF (SVAL) as of Q1 2026, up from 30 in Q4 2025.
  • Funds reported $122M of iShares US Small Cap Value Factor ETF stock for Q1 2026, up 474% quarter-over-quarter.
  • 11 funds opened new iShares US Small Cap Value Factor ETF positions in Q1 2026 and 4 closed out, a net change of +7 holders.
  • The largest iShares US Small Cap Value Factor ETF buyer in Q1 2026 was Money Concepts Capital, an estimated $101M added.
  • The largest iShares US Small Cap Value Factor ETF seller in Q1 2026 was Raymond James Financial, an estimated $2.01M sold.

Based on aggregated 13F filings for Q1 2026.