iShares US Small Cap Value Factor ETFSVAL
SVAL
0
Funds holding %
of 7,363 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
26% more funds holding
Funds holding: 31 [Q3] → 39 (+8) [Q4]
10% more capital invested
Capital invested by funds: $93.1M [Q3] → $102M (+$9.4M) [Q4]
4.93% more ownership
Funds ownership: 65.02% [Q3] → 69.95% (+4.93%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for SVAL.
Financial journalist opinion
Positive
Seeking Alpha
5 months ago
SVAL: A Little Too Much Financials Exposure
Small-cap and value stocks are expected to perform well in the next market cycle, making the iShares US Small Cap Value Factor ETF attractive. SVAL focuses on 250 small-cap U.S. stocks with strong value metrics, offering a diversified yet heavily financials-weighted portfolio. The ETF's price-to-earnings ratio is 11.14, and price-to-book is 1.21, indicating a value-oriented investment.
Negative
ETF Trends
7 months ago
The Great Rotation: Just Getting Started?
Friday's disappointing jobs report has put a huge damper on economic sentiment for the moment. Goldman Sachs has bumped up the odds of a recession from 10% to 25% over the next 12 months.
Positive
Zacks Investment Research
7 months ago
Small-Cap ETFs to Rally on Upbeat U.S. Q2 GDP Growth Data?
The US economy expanded at a faster-than-expected pace in the second quarter of 2024. Small-cap stocks generally lead the way higher on improving American economy.
Neutral
Zacks Investment Research
7 months ago
The Zacks Analyst Blog KBWR, QQQS, SVAL, EES and SBIO
KBWR, QQQS, SVAL, EES and SBIO are included in this Analyst Blog.
Positive
Zacks Investment Research
7 months ago
5 Small-Cap ETFs at the Forefront of the Latest Rally
Small-cap stocks have staged a strong comeback buoyed by the Trump trade resurgence and the growing expectations of the Fed cutting rates in September.
Charts implemented using Lightweight Charts™