Who Owns SVAL?
iShares US Small Cap Value Factor ETF — Institutional Ownership & 13F Holdings
$39.08
+0.46 (+1.18%)
Market Cap
$170.0M
Shares Outstanding
4,799,778
Institutional Holders
37
Total Inst. Value
$84.4M
% of Float Held
—
QoQ Holder Change
+13
Institutional data as of Q1 2025
New Positions
5
Closed Positions
8
Increased
15
Decreased
8
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MONEY CONCEPTS CAPITAL CORP | $65.8M | 2,194,327 |
| 2 | BANK OF AMERICA CORP /DE/ | $3.6M | 118,595 |
| 3 | TRUIST FINANCIAL CORP | $3.0M | 100,894 |
| 4 | GOLDMAN SACHS GROUP INC | $1.5M | 50,000 |
| 5 | Global Assets Advisory, LLC | $1.5M | 52,086 |
| 6 | RAYMOND JAMES FINANCIAL INC | $979K | 32,638 |
| 7 | LPL Financial LLC | $949K | 31,635 |
| 8 | TWO SIGMA INVESTMENTS, LP | $855K | 28,500 |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $784K | 26,145 |
| 10 | Mariner, LLC | $745K | 24,814 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MONEY CONCEPTS CAPITAL CORP | +54K | $65.8M |
| BANK OF AMERICA CORP /DE/ | +12K | $3.6M |
| TRUIST FINANCIAL CORP | +3K | $3.0M |
| Global Assets Advisory, LLC | +32K | $1.5M |
| ENVESTNET ASSET MANAGEMENT INC | +2K | $784K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LPL Financial LLC | -11K | $949K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -7K | $229K |
| Cetera Investment Advisers | -4K | $227K |
| Prepared Retirement Institute LLC | -2K | $662K |
| Well Done, LLC | -1K | $771 |
Related Stocks
Frequently Asked Questions
How many institutional investors hold SVAL?
As of Q1 2025, 37 institutional investors report holding SVAL (iShares US Small Cap Value Factor ETF) in their 13F filings.
Which hedge fund owns the most SVAL?
The largest institutional holder of SVAL is MONEY CONCEPTS CAPITAL CORP with $65.8M in shares.
Are institutions buying or selling SVAL?
This quarter, 5 institutions opened new positions in SVAL and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.