iShares US Small Cap Value Factor ETF (SVAL) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for SVAL. 13F holdings as of 2026-06-30.
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.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Money Concepts Capital | 2,828,726 | $118M | INCREASED |
| Bank of America | 179,896 | $8M | INCREASED |
| Prepared Retirement Institute | 48,177 | $2M | INCREASED |
| Lpl Financial | 47,577 | $2M | DECREASED |
| Citadel Advisors | 41,747 | $2M | INCREASED |
Full institutional holdings, insider history, and congressional trades for iShares US Small Cap Value Factor ETF on SentiSense.