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 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 3 closing their positions.
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
150% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 6
29% more funds holding
Funds holding: 31 → 40 (+9)
11% more capital invested
Capital invested by funds: $93.1M → $103M (+$9.83M)
5.22% more ownership
Funds ownership: 65.02% → 70.24% (+5.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$4.03M |
| 2 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$2.56M |
| 3 |
Goldman Sachs
New York
|
+$1.68M |
| 4 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$1.15M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$749K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.14M |
| 2 |
Jane Street
New York
|
-$545K |
| 3 |
Two Sigma Investments
New York
|
-$141K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$126K |
| 5 |
FNWA
Financial Network Wealth Advisors
Murray,
Utah
|
-$32.2K |
SVAL Hedge Fund Activity: Q4 2024 in Review
40 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Value Factor ETF (SVAL) for Q4 2024, worth a combined $103M — up 11% from $93.1M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SVAL positions and 3 closed out — a net gain of 11 holders — while 15 added to existing stakes and 6 trimmed.
The largest buyer was Money Concepts Capital, adding an estimated $4.03M. The largest seller was Royal Bank of Canada, cutting an estimated $1.14M.
- 40 institutional investors held iShares US Small Cap Value Factor ETF (SVAL) as of Q4 2024, up from 31 in Q3 2024.
- Funds reported $103M of iShares US Small Cap Value Factor ETF stock for Q4 2024, up 11% quarter-over-quarter.
- 14 funds opened new iShares US Small Cap Value Factor ETF positions in Q4 2024 and 3 closed out, a net change of +11 holders.
- The largest iShares US Small Cap Value Factor ETF buyer in Q4 2024 was Money Concepts Capital, an estimated $4.03M added.
- The largest iShares US Small Cap Value Factor ETF seller in Q4 2024 was Royal Bank of Canada, an estimated $1.14M sold.
Based on aggregated 13F filings for Q4 2024.