iShares US Small Cap Value Factor ETF
SVAL
39 hedge funds and large institutions have $95.7M 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, 11 reducing their positions, and 5 closing their positions.
132% more capital inflows, than outflows
Capital inflows: $3.93M | Capital outflows: $1.69M
18% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 11
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.12% less ownership
Funds ownership: 71.01% → 70.89% (-0.12%)
5% less funds holding
Funds holding: 41 → 39 (-2)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$1.72M |
| 2 |
Global Assets Advisory
Orlando,
Florida
|
+$1.01M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$394K |
| 4 |
NovaPoint Capital
Atlanta,
Georgia
|
+$279K |
| 5 |
Sanctuary Advisors
Indianapolis,
Indiana
|
+$136K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$353K |
| 2 |
Kestra Advisory Services
Austin,
Texas
|
-$344K |
| 3 |
Jane Street
New York
|
-$254K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$220K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$216K |
SVAL Hedge Fund Activity: Q1 2025 in Review
39 of the 7,484 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 $95.7M — down 8% from $104M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SVAL and 4 opened new positions — a net loss of 1 holder — while 11 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.
- 39 institutional investors held iShares US Small Cap Value Factor ETF (SVAL) as of Q1 2025, down from 41 in Q4 2024.
- Funds reported $95.7M 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.