iShares US Small Cap Value Factor ETF (SVAL)
ETF ยท Cboe BZX
iShares US Small Cap Value Factor ETF (SVAL) is an exchange-traded fund listed on Cboe BZX, where it has traded since October 27, 2020.
- Type
- Exchange-traded fund
- Listed On
- Cboe BZX
- Listed Since
- October 27, 2020
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 45 institutions reported holding SVAL, with 3.5 million shares worth $144.4 million in aggregate. The largest reported holder was Money Concepts Capital, with 2.8 million shares worth $118.2 million. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Money Concepts Capital | 2,828,726 | $118M | Added 2.75% |
| Bank of America | 179,896 | $8M | Added 13.27% |
| Prepared Retirement Institute | 48,177 | $2M | Added 11.61% |
| Lpl Financial | 47,577 | $2M | Reduced 18.25% |
| Citadel Advisors | 41,747 | $2M | Added 50.49% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is SVAL?
iShares US Small Cap Value Factor ETF (SVAL) is an exchange-traded fund listed on Cboe BZX, where it has traded since October 27, 2020.
Who are the largest institutional holders of SVAL?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of SVAL were Money Concepts Capital, Bank of America and Prepared Retirement Institute.
How many institutions own SVAL?
45 institutions reported a position in SVAL for the quarter ended June 30, 2026, worth $144.4 million in total.
Did institutions buy or sell SVAL last quarter?
Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for SVAL.
Every reported institutional holder, plus insider and congressional trades in SVAL, on SentiSense.