iShares US Small Cap Value Factor ETF
SVAL
30 hedge funds and large institutions have $21.3M invested in iShares US Small Cap Value Factor ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 12 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
25% less funds holding
Funds holding: 40 → 30 (-10)
38.86% less ownership
Funds ownership: 72.36% → 33.5% (-39%)
79% less capital invested
Capital invested by funds: $103M → $21.3M (-$81.8M)
83% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 12
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.99M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.88M |
| 3 |
Goldman Sachs
New York
|
+$303K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$289K |
| 5 |
PRI
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
+$287K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$77M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$5.74M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.26M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.2M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$688K |
SVAL Hedge Fund Activity: Q4 2025 in Review
30 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Value Factor ETF (SVAL) for Q4 2025, worth a combined $21.3M — down 79% from $103M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of SVAL and 2 opened new positions — a net loss of 10 holders — while 9 trimmed existing stakes and 12 added.
The largest buyer was Bank of America, adding an estimated $1.99M. The largest seller was Money Concepts Capital, exiting entirely with an estimated $77M sold.
- 30 institutional investors held iShares US Small Cap Value Factor ETF (SVAL) as of Q4 2025, down from 40 in Q3 2025.
- Funds reported $21.3M of iShares US Small Cap Value Factor ETF stock for Q4 2025, down 79% quarter-over-quarter.
- 2 funds opened new iShares US Small Cap Value Factor ETF positions in Q4 2025 and 12 closed out, a net change of -10 holders.
- The largest iShares US Small Cap Value Factor ETF buyer in Q4 2025 was Bank of America, an estimated $1.99M added.
- The largest iShares US Small Cap Value Factor ETF seller in Q4 2025 was Money Concepts Capital, an estimated $77M sold.
Based on aggregated 13F filings for Q4 2025.