Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (SVAL)

35 + Investors. Track Smart Money conviction in SVAL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — SVAL

Based on 35 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SVAL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
35 funds currently hold this stock — 90% of the 3.0-year high of 39 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
2 fewer hedge funds hold SVAL compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 58% buying

19 buying14 selling
Last quarter: 19 funds bought or added vs 14 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new SVAL position: 2 → 5 → 3 → 10. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 40% medium ■ 17% new
15 out of 35 hedge funds have held SVAL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +467% but shares only +442% — price-driven

Value
+466%
Shares
+441%
Last quarter: the total dollar value of institutional holdings rose +467%, but actual share count only changed +442%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~10 new funds/quarter

4 → 2 → 5 → 3 → 10 new funds/Q
New funds entering each quarter: 2 → 5 → 3 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 51% veterans vs 26% newcomers

■ 51% veterans ■ 23% 1-2yr ■ 26% new
Entry-cohort mix of 35 holders: 18 (51%) are 2+ year veterans, 8 entered 1–2 years ago, and 9 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
9 of 34 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SVAL

In 2026 Q1, 19 hedge funds were net buyers of SVAL (10 opened a new position, 9 added to an existing one), while 14 reduced or exited (9 trimmed, 5 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 35.

Hedge Fund Ownership: SVAL

How many hedge funds hold SVAL — quarterly history vs. share price
Quarterly hedge fund ownership of SVAL vs. share price

Market Analysis: SVAL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SVAL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Ishares Tr (SVAL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SVAL has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 83d ago
SVAL
+13.1%
SPY
+14.9%

SVAL outperformed SPY by -1.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
SVAL
+5.6%
SPY
+1.1%

Since the filing became public, SVAL outperformed SPY by +4.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: SVAL
35 + Investors

Track Smart Money conviction in SVAL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 35 30 16.67%
13F Shares 3M 620K 441.83%
Total Value $121M $21M 466.86%
New Positions 10 3 +7
Increased Positions 9 12 -3
Closed Positions 5 11 -6
Reduced Positions 9 9 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SVAL

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

35 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SVAL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SVAL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Money Concepts Capital Corp 5.47% 2,753,087 $98.9M
2 Prepared Retirement Institute LLC 0.77% — $2K
3 Apeiron RIA LLC 0.25% 30,110 $1.1M
4 Dynamic Financial Group 0.18% 6,005 $216K
5 NovaPoint Capital, LLC 0.15% 16,571 $596K
6 Well Done, LLC 0.09% 17,700 $636K
7 Tocqueville Asset Management L.P. 0.07% 131,534 $4.7M
8 Westside Investment Management, Inc. 0.01% 1,300 $47K
9 Chicago Partners Investment Group LLC 0.01% 7,172 $278K
10 OpenArc Corporate Advisory, LLC 0.01% 11,204 $403K
11 1 North Wealth Services LLC 0.00% 350 $13K
12 International Assets Investment Management, LLC 0.00% 1,309 $47K
13 Crews Bank & Trust 0.00% 570 $20K
14 Mariner, LLC 0.00% 32,962 $1.2M
15 Winch Advisory Services, LLC 0.00% 167 $6K
16 Sanctuary Advisors, LLC 0.00% 6,920 $249K
17 Two Sigma Investments, LP 0.00% 36,300 $1.3M
18 LPL Financial LLC 0.00% 58,200 $2.1M
19 Commonwealth Equity Services, LLC 0.00% 10,013 $360K
20 Bank of America Corp /de/ 0.00% 158,826 $5.7M
21 TD Waterhouse Canada Inc. 0.00% 1,820 $66K
22 Citadel Advisors LLC 0.00% 27,741 $997K
23 Creative Financial Designs Inc /Adv 0.00% 63 $2K
24 Raymond James Financial Inc 0.00% 12,408 $446K
25 Royal Bank of Canada 0.00% 16,930 $608K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Ishares Tr (SVAL)

What does the Smart Money Trend signal show for SVAL?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SVAL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SVAL?

Slight buying edge — 58% buying: Last quarter: 19 funds bought or added vs 14 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SVAL holders?

Smaller funds dominant — 8% AUM from top-100: 9 of 34 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SVAL?

43% of holders stayed for 2+ years: 15 out of 35 hedge funds have held SVAL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Ishares Tr (SVAL) following the 2026 Q1 hedge fund 13F filings?

As of today, SVAL has moved +5.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +4.5%. Since the quarter end (March 31, 2026), SVAL has gained +13.1% vs +14.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →