iShares US Small Cap Value Factor ETF
SVAL
44 hedge funds and large institutions have $144M invested in iShares US Small Cap Value Factor ETF in 2026 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
41% more capital inflows, than outflows
Capital inflows: $8.38M | Capital outflows: $5.96M
22% more funds holding
Funds holding: 36 → 44 (+8)
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
0.27% more ownership
Funds ownership: 72.35% → 72.62% (+0.27%)
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
|
+$2.98M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.38M |
| 3 |
GAA
Global Assets Advisory
Orlando,
Florida
|
+$1.14M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$831K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$552K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Tocqueville Asset Management
New York
|
-$4.73M |
| 2 |
LPL Financial
San Diego,
California
|
-$419K |
| 3 |
Jane Street
New York
|
-$310K |
| 4 |
AR
Apeiron RIA
Dallas,
Texas
|
-$230K |
| 5 |
NC
NovaPoint Capital
Atlanta,
Georgia
|
-$172K |
SVAL Hedge Fund Activity: Q2 2026 in Review
44 of the 8,355 institutional investors tracked by Wall St. Rank reported a position in iShares US Small Cap Value Factor ETF (SVAL) for Q2 2026, worth a combined $144M — up 18% from $122M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SVAL positions and 2 closed out — a net gain of 8 holders — while 10 added to existing stakes and 9 trimmed.
The largest buyer was Money Concepts Capital, adding an estimated $2.98M. The largest seller was Tocqueville Asset Management, exiting entirely with an estimated $4.73M sold.
- 44 institutional investors held iShares US Small Cap Value Factor ETF (SVAL) as of Q2 2026, up from 36 in Q1 2026.
- Funds reported $144M of iShares US Small Cap Value Factor ETF stock for Q2 2026, up 18% quarter-over-quarter.
- 10 funds opened new iShares US Small Cap Value Factor ETF positions in Q2 2026 and 2 closed out, a net change of +8 holders.
- The largest iShares US Small Cap Value Factor ETF buyer in Q2 2026 was Money Concepts Capital, an estimated $2.98M added.
- The largest iShares US Small Cap Value Factor ETF seller in Q2 2026 was Tocqueville Asset Management, an estimated $4.73M sold.
Based on aggregated 13F filings for Q2 2026.