Who Owns iShares US Small Cap Value Factor ETF (SVAL)?Hedge Fund & Institutional Holders
Institutional Holders
37
as of Q4 2025
Total Institutional Value
$4.000000200000013e+109T
% of Float Held
—
QoQ Change in Holders
+12 / -6
Price History
SVAL — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Increased | +59K | +$3.0B |
| Prepared Retirement Institute LLC | New Position | +36K | +$1.2B |
| RAYMOND JAMES FINANCIAL INC | Increased | +56K | +$608.4M |
| NovaPoint Capital, LLC | New Position | +15K | +$528.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | +9K | +$180.9M |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | New Position | +2K | +$58.0M |
| Westside Investment Management, Inc. | New Position | +1K | +$44.0M |
| Crews Bank & Trust | New Position | +705 | +$24.0M |
| Sanctuary Advisors, LLC | New Position | +645K | +$19.4M |
| Chicago Partners Investment Group LLC | New Position | +7K | +$261K |
| Dynamic Financial Group | New Position | +6K | +$206K |
| TD Waterhouse Canada Inc. | New Position | +2K | +$62K |
| Well Done, LLC | New Position | +18K | +$0 |
| AE Wealth Management LLC | New Position | +47 | +$0 |
| Global Retirement Partners, LLC | New Position | +80 | +$0 |
SVAL — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CITADEL ADVISORS LLC | Closed Position | -38K | -$1.3B |
| Tower Research Capital LLC (TRC) | Closed Position | -21K | -$688.3M |
| Private Advisor Group, LLC | Closed Position | -16K | -$532.8M |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | Decreased | -906 | -$495.0M |
| TWO SIGMA INVESTMENTS, LP | Closed Position | -9K | -$298.2M |
| OSAIC HOLDINGS, INC. | Decreased | -3K | -$133.7M |
| Winch Advisory Services, LLC | Decreased | -267 | -$9.5M |
| Steward Partners Investment Advisory, LLC | Closed Position | -50 | -$1.7M |
| INSIGNEO ADVISORY SERVICES, LLC | Closed Position | -8K | -$265K |
| MORGAN STANLEY | Decreased | -1 | -$263K |
| WELLS FARGO & COMPANY/MN | Decreased | -1 | -$24K |
Top Institutional Holders(Q4 2025)
SVAL Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 31 | $11.0B | +9 |
| Q3 2025 | 22 | $12.0B | -11 |
| Q2 2025 | 33 | $90.2B | -4 |
| Q1 2025 | 37 | $84.4B | -3 |
| Q4 2024 | 40 | $2.9T | +13 |
| Q3 2024 | 27 | $2.8T | +0 |
| Q2 2024 | 27 | $851.4B | +3 |
| Q1 2024 | 24 | $252.1T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 37 institutional investors hold SVAL (iShares US Small Cap Value Factor ETF). The largest holder is TOCQUEVILLE ASSET MANAGEMENT L.P. with $4.0B in shares. This quarter, 12 institutions opened new positions and 6 closed their positions.
Frequently Asked Questions
How many hedge funds own SVAL?
As of Q4 2025, 37 institutional investors report holding SVAL (iShares US Small Cap Value Factor ETF) in their 13F filings.
Who is the largest institutional holder of SVAL?
The largest institutional holder of SVAL is TOCQUEVILLE ASSET MANAGEMENT L.P. with $4.0B in shares.
Is institutional ownership of SVAL increasing or decreasing?
This quarter, 12 institutions opened new positions in SVAL and 6 closed their positions.