SVAL

Ishares Us Small Cap Val Fac

Latest period2026 - Q1Total superinvestors35

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 35 superinvestors own shares of Ishares Us Small Cap Val Fac (SVAL), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Us Small Cap Val Fac (SVAL), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Us Small Cap Val Fac (SVAL) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Us Small Cap Val Fac (SVAL) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

Superinvestor	Portfolio %	Reported Value	Recent Activity
Mary Therese Walsh@Money Concepts Capital Corp Recent Activity New Position	5.48%	$98.939M 2.753M shares@ 35.94 avg price	New Position
Andres Ortiz@Bank Of America Corp De Recent Activity Increased 22.85%	0.01%	$5.708M 158,826 shares@ 35.94 avg price	Increased 22.85%
Kelsey Graham@Tocqueville Asset Management L.p. Recent Activity Decreased -1.27%	0.08%	$4.727M 131,534 shares@ 35.94 avg price	Decreased -1.27%
Kirk Evangeliou@Lpl Financial Llc Recent Activity Increased 50.17%	0.01%	$2.092M 58,200 shares@ 35.94 avg price	Increased 50.17%
Susan Francis@Prepared Retirement Institute Llc Recent Activity Increased 19.16%	0.77%	$1.551M 43,165 shares@ 35.94 avg price	Increased 19.16%
Steve H. Metzger@Two Sigma Investments, Lp Recent Activity New Position	0.01%	$1.305M 36,300 shares@ 35.94 avg price	New Position
Anne Dorian@Mariner, Llc Recent Activity Increased 0.88%	0.01%	$1.185M 32,962 shares@ 35.94 avg price	Increased 0.88%
James Marsden@Apeiron Ria Llc Recent Activity New Position	0.26%	$1.082M 30,110 shares@ 35.94 avg price	New Position
Seth Levy@Citadel Advisors Llc Recent Activity New Position	0.01%	$996,939 27,741 shares@ 35.94 avg price	New Position
Rhonda Carter@Well Done, Llc Recent Activity Decreased -1%	0.1%	$636,092 17,700 shares@ 35.94 avg price	Decreased -1%

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