iShares Focused Value Factor ETF (FOVL)

• Market cap: $23.4M
• 1 day: 0.25%
• 5 days: 0.74%
• 1 month: -3.81%
• 3 months: -8.11%
• 6 months: -2.77%
• Year to date: -4.25%
• 1 year: 12.96%
• 5 years: 110.77%
• 10 years: 36.49%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

18% more funds holding

Funds holding: 17 [Q3] → 20 (+3) [Q4]

4% more capital invested

Capital invested by funds: $14.5M [Q3] → $15M (+$527K) [Q4]

0.6% more ownership

Funds ownership: 60.73% [Q3] → 61.33% (+0.6%) [Q4]

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7