iShares US Small Cap Value Factor ETF
SVAL
36 hedge funds and large institutions have $93M invested in iShares US Small Cap Value Factor ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 5 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 10
0.32% more ownership
Funds ownership: 70.15% → 70.47% (+0.32%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $94.7M → $93M (-$1.68M)
5% less funds holding
Funds holding: 38 → 36 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$2.07M |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$1.93M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$996K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$866K |
| 5 |
TAM
Tocqueville Asset Management
New York
|
+$294K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$9.57M |
| 2 |
GAA
Global Assets Advisory
Orlando,
Florida
|
-$976K |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$612K |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$335K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$227K |
SVAL Hedge Fund Activity: Q2 2025 in Review
36 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Value Factor ETF (SVAL) for Q2 2025, worth a combined $93M — down 1.8% from $94.7M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SVAL and 3 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 17 added.
The largest buyer was Truist Financial, adding an estimated $2.07M. The largest seller was Sanctuary Advisors, exiting entirely with an estimated $9.57M sold.
- 36 institutional investors held iShares US Small Cap Value Factor ETF (SVAL) as of Q2 2025, down from 38 in Q1 2025.
- Funds reported $93M of iShares US Small Cap Value Factor ETF stock for Q2 2025, down 1.8% quarter-over-quarter.
- 3 funds opened new iShares US Small Cap Value Factor ETF positions in Q2 2025 and 5 closed out, a net change of -2 holders.
- The largest iShares US Small Cap Value Factor ETF buyer in Q2 2025 was Truist Financial, an estimated $2.07M added.
- The largest iShares US Small Cap Value Factor ETF seller in Q2 2025 was Sanctuary Advisors, an estimated $9.57M sold.
Based on aggregated 13F filings for Q2 2025.