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iShares US Small Cap Value Factor ETF (SVAL) Institutional Ownership

iShares US Small Cap Value Factor ETF logo
$42.02 +0.64 (+1.55%)
As of 06/26/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares US Small Cap Value Factor ETF (BATS:SVAL)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$114.05M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$6.62M
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SVAL Institutional Buying and Selling by Quarter

iShares US Small Cap Value Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Bank of America Corp DE158,826$5.71M0.0%+22.8%3.737%
5/18/2026 Royal Bank of Canada16,930$608K0.0%-31.3%0.398%
5/6/2026 NovaPoint Capital LLC16,571$596K0.1%+7.6%0.390%
5/2/2026 International Assets Investment Management LLC1,309$47K0.0%-23.5%0.031%
4/30/2026 Money Concepts Capital Corp2,753,087$98.94M5.5%N/A64.779%
4/27/2026 Apeiron RIA LLC30,110$1.08M0.3%N/A0.708%
2/17/2026 Royal Bank of Canada24,658$847K0.0%+1.1%0.580%
2/12/2026 Orion Porfolio Solutions LLC10,869$373K0.0%+27.2%0.256%
2/12/2026 Commonwealth Equity Services LLC9,495$326K0.0%-15.4%0.223%
2/12/2026 Tocqueville Asset Management L.P.133,234$4.57M0.1%-0.7%3.135%
2/11/2026 LPL Financial LLC38,757$1.33M0.0%+14.4%0.912%
2/10/2026 Goldman Sachs Group Inc.8,950$307K0.0%N/A0.211%
2/9/2026 Global Assets Advisory LLC24,943$856K0.2%+8.8%0.587%
2/3/2026 International Assets Investment Management LLC1,711$59K0.0%N/A0.040%
1/29/2026 Prepared Retirement Institute LLC36,225$1.24M0.6%+30.6%0.852%
1/26/2026 Dynamic Financial Group6,002$206K0.2%-7.5%0.141%
1/21/2026 NovaPoint Capital LLC15,397$529K0.1%+18.5%0.362%
1/13/2026 Well Done LLC17,880$614K0.1%-8.8%0.421%
11/17/2025 Susquehanna International Group LLP24,443$819K0.0%-34.0%0.575%
11/17/2025 Mariner LLC32,553$1.09M0.0%+9.5%0.766%
11/17/2025 Citadel Advisors LLC37,560$1.26M0.0%N/A0.884%
11/17/2025 Bank of America Corp DE70,501$2.36M0.0%-53.8%1.659%
11/14/2025 Tower Research Capital LLC TRC 20,539$688K0.0%+11.7%0.483%
11/14/2025 Two Sigma Investments LP8,900$298K0.0%-73.3%0.209%
11/13/2025 Tocqueville Asset Management L.P.134,140$4.50M0.1%+1,241.4%3.156%
11/13/2025 Private Advisor Group LLC15,901$533K0.0%+24.7%0.374%
11/12/2025 Orion Porfolio Solutions LLC8,548$286K0.0%N/A0.201%
11/12/2025 Insigneo Advisory Services LLC7,927$266K0.0%N/A0.187%
11/6/2025 Ameritas Advisory Services LLC4,667$156K0.0%-31.2%0.110%
11/4/2025 Money Concepts Capital Corp2,298,704$77.03M4.8%+1.7%54.087%
11/3/2025 TD Waterhouse Canada Inc.1,820$61K0.0%N/A0.043%
10/31/2025 Global Assets Advisory LLC22,920$768K0.2%+21.1%0.539%
10/28/2025 Dynamic Financial Group6,490$217K0.2%-6.0%0.153%
10/21/2025 Prepared Retirement Institute LLC27,732$929K0.5%+19.6%0.653%
10/17/2025 NovaPoint Capital LLC12,990$435K0.1%+20.7%0.306%
9/4/2025 Osaic Holdings Inc.4,595$143K0.0%-27.0%0.108%
8/15/2025 Tower Research Capital LLC TRC 18,385$571K0.0%+73.8%0.433%
8/15/2025 Bank of America Corp DE152,447$4.73M0.0%+28.5%3.587%
8/14/2025 Raymond James Financial Inc.11,853$368K0.0%-63.7%0.279%
8/1/2025 Envestnet Asset Management Inc.35,847$1.11M0.0%+37.1%0.843%
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7/25/2025 Dynamic Financial Group6,902$214K0.2%-37.6%0.162%
7/22/2025 Global Assets Advisory LLC18,928$602K0.2%-63.7%0.445%
7/21/2025 Ameritas Advisory Services LLC6,782$211K0.0%-33.1%0.160%
7/18/2025 Truist Financial Corp171,306$5.32M0.0%+69.8%4.031%
7/17/2025 Prepared Retirement Institute LLC23,188$720K0.4%+5.2%0.546%
7/16/2025 NovaPoint Capital LLC10,758$334K0.1%+22.5%0.253%
7/15/2025 Well Done LLC19,635$610K0.1%-17.3%0.462%
5/15/2025Royal Bank of Canada13,819$415K0.0%+19.4%0.321%
5/13/2025Dynamic Financial Group11,053$332K0.3%-2.9%0.257%
5/6/2025Cetera Investment Advisers7,563$227K0.0%-31.9%0.176%
5/5/2025Private Advisor Group LLC12,787$384K0.0%+4.0%0.297%
5/2/2025Prepared Retirement Institute LLC22,048$662K0.4%-7.9%0.513%
4/29/2025Envestnet Asset Management Inc.26,145$784K0.0%+6.6%0.608%
4/28/2025NovaPoint Capital LLC8,785$264K0.1%N/A0.204%
4/24/2025Money Concepts Capital Corp2,194,327$65.84M4.9%+2.5%51.031%
4/23/2025Global Assets Advisory LLC52,086$1.48M0.3%+154.8%1.211%
4/21/2025Well Done LLC23,753$771K0.1%-4.8%0.552%
2/17/2025Two Sigma Investments LP28,500$926K0.0%-12.8%1.163%
2/17/2025Global Assets Advisory LLC20,438$658K0.4%+4.5%0.834%
2/17/2025Cetera Investment Advisers11,104$361K0.0%+43.0%0.453%
2/17/2025Citadel Advisors LLC6,759$220K0.0%N/A0.276%
2/17/2025Bank of America Corp DE106,210$3.45M0.0%+26.6%4.335%
2/14/2025Jane Street Group LLC7,809$254K0.0%-67.5%0.319%
2/14/2025Tower Research Capital LLC TRC9,947$323K0.0%+21.8%0.406%
2/13/2025Mariner LLC21,565$700K0.0%+13.9%0.880%
2/13/2025Prepared Retirement Institute LLC23,939$778K0.4%+25.2%0.977%
2/13/2025Raymond James Financial Inc.33,148$1.08M0.0%N/A1.353%
2/13/2025Envestnet Asset Management Inc.24,526$797K0.0%-13.3%1.001%
2/11/2025LPL Financial LLC42,735$1.39M0.0%+27.7%1.744%
2/10/2025Commonwealth Equity Services LLC12,820$416K0.0%-2.3%0.523%
2/6/2025Raymond James Financial Inc.33,148$1.08M0.0%N/A1.353%
2/3/2025Private Advisor Group LLC12,294$399K0.0%N/A0.502%
1/31/2025Global Retirement Partners LLC76,247$2.48M0.1%N/A3.112%
1/31/2025Truist Financial Corp97,912$3.18M0.0%+0.9%3.996%
1/31/2025Sanctuary Advisors LLC314,640$10.48M0.1%+12.3%12.842%
1/27/2025Money Concepts Capital Corp2,140,108$69.51M5.2%+5.9%87.351%
1/15/2025Ameritas Advisory Services LLC10,145$330K0.0%N/A0.414%
11/25/2024Sanctuary Advisors LLC280,297$10.00M0.1%+8.6%11.441%
11/15/2024Jane Street Group LLC24,051$774K0.0%N/A0.982%
10/28/2024US Bancorp DE1,657$53K0.0%+78.9%0.068%
10/23/2024Global Assets Advisory LLC19,560$620K0.3%N/A0.798%
10/17/2024Well Done LLC24,954$804K0.1%-4.4%1.019%
9/5/2024Sanctuary Advisors LLC258,015$7.54M0.1%N/A10.531%
8/21/2024Truist Financial Corp91,258$2.67M0.0%-5.0%3.725%
7/30/2024International Assets Investment Management LLC5,470$160K0.0%N/A0.223%
7/19/2024Well Done LLC26,091$762K0.2%-20.6%1.065%
7/16/2024EWG Elevate Inc.39,650$1.16M0.4%+7.8%1.618%
7/9/2024Lynx Investment Advisory3,182$93K0.1%N/A0.130%
4/12/2024Global Assets Advisory LLC577,843$19.07M0.1%+2,243.6%18.640%
4/10/2024EWG Elevate Inc.36,798$1.13M0.4%+11.3%1.187%
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2/23/2024Chicago Partners Investment Group LLC6,846$204K0.0%N/A0.221%
2/16/2024Global Assets Advisory LLC24,656$761K1.0%-18.4%0.795%
2/13/2024Tower Research Capital LLC TRC3,047$94K0.0%-90.6%0.098%
2/2/2024Truist Financial Corp87,895$2.71M0.0%-1.9%2.835%
1/29/2024Wealth Effects LLC9,350$288K0.1%N/A0.302%
1/25/2024International Assets Investment Management LLC170,501$5.54M0.0%N/A5.500%
1/25/2024Global Assets Advisory LLC24,656$759K1.0%-18.4%0.795%
1/24/2024International Assets Investment Management LLC170,501$5.54M0.0%N/A5.500%
1/19/2024Synergy Asset Management LLC138,275$4.26M0.8%N/A4.460%
1/18/2024Well Done LLC258,353$7.96M1.6%-7.8%8.334%


SVAL Institutional Ownership - Frequently Asked Questions

During the previous two years, 35 institutional investors and hedge funds held shares of iShares US Small Cap Value Factor ETF. The most heavily invested institutionals were Money Concepts Capital Corp ($98.94M), Sanctuary Advisors LLC ($10.48M), Bank of America Corp DE ($5.71M), Truist Financial Corp ($5.32M), Tocqueville Asset Management L.P. ($4.57M), Global Retirement Partners LLC ($2.48M), and LPL Financial LLC ($1.33M).Learn more on iShares US Small Cap Value Factor ETF's institutional investors.

Of the 29 institutional investors that purchased iShares US Small Cap Value Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Money Concepts Capital Corp ($2.97M), Sanctuary Advisors LLC ($314.64K), Tocqueville Asset Management L.P. ($124.14K), Bank of America Corp DE ($85.70K), Global Retirement Partners LLC ($76.25K), Truist Financial Corp ($71.27K), and Raymond James Financial Inc. ($66.30K).

Institutional investors have bought a total of 3,207,514 shares in the last 24 months. This purchase volume represents approximately $114.05M in transactions.

Of the 13 institutional investors that sold iShares US Small Cap Value Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($81.95K), Global Assets Advisory LLC ($33.16K), Two Sigma Investments LP ($24.40K), Raymond James Financial Inc. ($20.79K), Susquehanna International Group LLP ($12.61K), Royal Bank of Canada ($7.73K), and Well Done LLC ($5.84K).

Institutional investors have sold a total of 201,739 shares in the last 24 months. This volume of shares sold represents approximately $6.62M in transactions.


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This page (BATS:SVAL) was last updated on 6/28/2026 by MarketBeat.com Staff.
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