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iShares US Small Cap Value Factor ETF
SVAL

38 hedge funds and large institutions have $94.7M invested in iShares US Small Cap Value Factor ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.09% less ownership

Funds ownership: 70.24% → 70.15% (-0.09%)

5% less funds holding

Funds holding: 40 → 38 (-2)

8% less capital invested

Capital invested by funds: $103M → $94.7M (-$8.2M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
13
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCC
Money Concepts Capital
Florida
+$1.72M
2
GAA
Global Assets Advisory
Florida
+$1.01M
3
Bank of America
Bank of America
North Carolina
+$394K
4
NC
NovaPoint Capital
Georgia
+$279K
5
SA
Sanctuary Advisors
Indiana
+$136K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$353K
2
KAS
Kestra Advisory Services
Texas
-$344K
3
Jane Street
Jane Street
New York
-$254K
4
Citadel Advisors
Citadel Advisors
Florida
-$220K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$216K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$189K -$16K -502 -7%
US Bancorp
27
US Bancorp
Minnesota
$57.5K – – –
WIM
28
Westside Investment Management
California
$39K – – –
CBT
29
Crews Bank & Trust
Florida
$21.2K – – –
BF
30
BOK Financial
Oklahoma
$18K +$19.1K +600 New
WAS
31
Winch Advisory Services
Wisconsin
$12.9K – – –
National Bank of Canada
32
National Bank of Canada
Quebec, Canada
$9.28K +$9.86K +310 New
GSWM
33
Golden State Wealth Management
California
$7.56K – – –
CFD
34
Creative Financial Designs
Indiana
$3.37K – – –
AWM
35
AE Wealth Management
Kansas
$2.55K +$95 +3 +4%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$1.59K -$4.83K -152 -74%
SPIA
37
Steward Partners Investment Advisory
New York
$1.5K – – –
Wells Fargo
38
Wells Fargo
California
$25 +$32 +1 New
KAS
39
Kestra Advisory Services
Texas
– -$344K -10,586 Closed
Jane Street
40
Jane Street
New York
– -$254K -7,809 Closed
Citadel Advisors
41
Citadel Advisors
Florida
– -$220K -6,759 Closed
Simplex Trading
42
Simplex Trading
Illinois
– -$2K -90 Closed
CA
43
CoreCap Advisors
Michigan
– -$1.79K -55 Closed
1
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SVAL Hedge Fund Activity: Q1 2025 in Review

38 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Value Factor ETF (SVAL) for Q1 2025, worth a combined $94.7M — down 8% from $103M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SVAL and 4 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 13 added.

The largest buyer was Money Concepts Capital, adding an estimated $1.72M. The largest seller was LPL Financial, cutting an estimated $353K.

  • 38 institutional investors held iShares US Small Cap Value Factor ETF (SVAL) as of Q1 2025, down from 40 in Q4 2024.
  • Funds reported $94.7M of iShares US Small Cap Value Factor ETF stock for Q1 2025, down 8% quarter-over-quarter.
  • 4 funds opened new iShares US Small Cap Value Factor ETF positions in Q1 2025 and 5 closed out, a net change of -1 holder.
  • The largest iShares US Small Cap Value Factor ETF buyer in Q1 2025 was Money Concepts Capital, an estimated $1.72M added.
  • The largest iShares US Small Cap Value Factor ETF seller in Q1 2025 was LPL Financial, an estimated $353K sold.

Based on aggregated 13F filings for Q1 2025.