iShares US Small Cap Value Factor ETF
SVAL
40 hedge funds and large institutions have $103M invested in iShares US Small Cap Value Factor ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 9
11% more funds holding
Funds holding: 36 → 40 (+4)
11% more capital invested
Capital invested by funds: $93M → $103M (+$10M)
1.89% more ownership
Funds ownership: 70.47% → 72.36% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Tocqueville Asset Management
New York
|
+$4.08M |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$1.27M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.23M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$281K |
| 5 |
IAS
Insigneo Advisory Services
Miami,
Florida
|
+$260K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.69M |
| 2 |
Goldman Sachs
New York
|
-$1.55M |
| 3 |
Two Sigma Investments
New York
|
-$802K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$414K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$69.5K |
SVAL Hedge Fund Activity: Q3 2025 in Review
40 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Value Factor ETF (SVAL) for Q3 2025, worth a combined $103M — up 11% from $93M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SVAL positions and 2 closed out — a net gain of 4 holders — while 18 added to existing stakes and 9 trimmed.
The largest buyer was Tocqueville Asset Management, adding an estimated $4.08M. The largest seller was Bank of America, cutting an estimated $2.69M.
- 40 institutional investors held iShares US Small Cap Value Factor ETF (SVAL) as of Q3 2025, up from 36 in Q2 2025.
- Funds reported $103M of iShares US Small Cap Value Factor ETF stock for Q3 2025, up 11% quarter-over-quarter.
- 6 funds opened new iShares US Small Cap Value Factor ETF positions in Q3 2025 and 2 closed out, a net change of +4 holders.
- The largest iShares US Small Cap Value Factor ETF buyer in Q3 2025 was Tocqueville Asset Management, an estimated $4.08M added.
- The largest iShares US Small Cap Value Factor ETF seller in Q3 2025 was Bank of America, an estimated $2.69M sold.
Based on aggregated 13F filings for Q3 2025.