ISHARES US SMALL CAP VAL FAC (SVAL) Institutional Ownership Changes & 13F Activity
ISHARES US SMALL CAP VAL FAC (SVAL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Tocqueville Asset Management L.P., Prepared Retirement Institute Llc, Susquehanna International Group, Llp, Global Assets Advisory, Llc, and Bank Of America Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +14,006 | +50.5% | 41,747 | $1.74M | Q2 2026 | Sep 02, 2026 |
| Susquehanna International Group, Llp | Buy | +34,961 | — | 34,961 | $1.46M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +21,070 | +13.3% | 179,896 | $7.52M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +2,578 | +15.2% | 19,508 | $815.00K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -330 | -27.0% | 893 | $37.32K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +1,323 | — | 1,323 | $55.28K | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Sell | -454 | -1.4% | 32,508 | $1.36M | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +6,012 | — | 6,012 | $251.21K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +5,253 | — | 5,253 | $219.50K | Q2 2026 | Aug 12, 2026 |
| Us Bancorp \De\ | Buy | +91 | +5.1% | 1,869 | $78.12K | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +1,770 | — | 1,770 | $73.96K | Q2 2026 | Aug 11, 2026 |
| Prepared Retirement Institute Llc | Buy | +48,177 | — | 48,177 | $2.01M | Q2 2026 | Aug 10, 2026 |
| National Bank Of Canada | Sell | -15 | -4.8% | 295 | $12.30K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Sell | -10,623 | -18.3% | 47,577 | $1.99M | Q2 2026 | Aug 07, 2026 |
| Novapoint Capital, Llc | Sell | -4,353 | -26.3% | 12,218 | $510.53K | Q2 2026 | Aug 06, 2026 |
| Winch Advisory Services, Llc | Buy | +1 | +0.6% | 168 | $7.02K | Q2 2026 | Aug 06, 2026 |
| Worth Financial Advisory Group, Llc | Buy | +5,090 | — | 5,090 | $212.69K | Q2 2026 | Jul 31, 2026 |
| Chicago Partners Investment Group Llc | Buy | +25 | +0.3% | 7,197 | $303.15K | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Sell | -839 | -8.4% | 9,174 | $383.35K | Q2 2026 | Jul 29, 2026 |
| Private Trust Co Na | Buy | +67 | — | 67 | $2.80K | Q2 2026 | Jul 28, 2026 |
| Global Assets Advisory, Llc | Buy | +28,898 | — | 28,898 | $1.22M | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, Llc | Buy | +5,542 | — | 5,542 | $231.56K | Q2 2026 | Jul 27, 2026 |
| Dynamic Financial Group | Buy | +4 | +0.1% | 6,009 | $251.08K | Q2 2026 | Jul 27, 2026 |
| Well Done, Llc | Sell | -96 | -0.5% | 17,604 | $735.59K | Q2 2026 | Jul 24, 2026 |
| Colton Groome Financial Advisors, Llc | Buy | +5,119 | — | 5,119 | $213.90K | Q2 2026 | Jul 22, 2026 |
| International Assets Investment Management, Llc | Sell | -769 | -58.7% | 540 | $22.62K | Q2 2026 | Jul 22, 2026 |
| Apeiron Ria Llc | Sell | -5,839 | -19.4% | 24,271 | $1.01M | Q2 2026 | Jul 16, 2026 |
| Ae Wealth Management Llc | Sell | -47 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Tocqueville Asset Management L.P. | Sell | -131,534 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Jane Street Group, Llc | Sell | -8,624 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
Frequently asked questions about SVAL activity
Which institutional owners are buying SVAL?
Institutional owners buying SVAL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SVAL activity?
"Buy" means an investor increased their reported position in SVAL compared to the prior reporting period. This reflects growing exposure to ISHARES US SMALL CAP VAL FAC (SVAL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SVAL increasing?
Institutional interest in SVAL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.