iShares US Small Cap Value Factor ETF
SVAL
36 hedge funds and large institutions have $122M invested in iShares US Small Cap Value Factor ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 4 closing their positions.
474% more capital invested
Capital invested by funds: $21.3M → $122M (+$101M)
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
38.86% more ownership
Funds ownership: 33.5% → 72.35% (+39%)
20% more funds holding
Funds holding: 30 → 36 (+6)
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$101M |
| 2 |
Two Sigma Investments
New York
|
+$1.33M |
| 3 |
AR
Apeiron RIA
Dallas,
Texas
|
+$1.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.08M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$2.01M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.13M |
| 3 |
GAA
Global Assets Advisory
Orlando,
Florida
|
-$856K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$373K |
| 5 |
Goldman Sachs
New York
|
-$307K |
SVAL Hedge Fund Activity: Q1 2026 in Review
36 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Value Factor ETF (SVAL) for Q1 2026, worth a combined $122M — up 474% from $21.3M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SVAL positions and 4 closed out — a net gain of 7 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was Money Concepts Capital, opening a new position worth an estimated $101M. The largest seller was Raymond James Financial, cutting an estimated $2.01M.
- 36 institutional investors held iShares US Small Cap Value Factor ETF (SVAL) as of Q1 2026, up from 30 in Q4 2025.
- Funds reported $122M of iShares US Small Cap Value Factor ETF stock for Q1 2026, up 474% quarter-over-quarter.
- 11 funds opened new iShares US Small Cap Value Factor ETF positions in Q1 2026 and 4 closed out, a net change of +7 holders.
- The largest iShares US Small Cap Value Factor ETF buyer in Q1 2026 was Money Concepts Capital, an estimated $101M added.
- The largest iShares US Small Cap Value Factor ETF seller in Q1 2026 was Raymond James Financial, an estimated $2.01M sold.
Based on aggregated 13F filings for Q1 2026.