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FOVL

iShares Focused Value Factor ETF

Delisted

FOVL was delisted on the 18th of August, 2025.

20 hedge funds and large institutions have $9.53M invested in iShares Focused Value Factor ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

5.04% less ownership

Funds ownership: 43.95%38.92% (-5%)

23% less funds holding

Funds holding: 2620 (-6)

38% less capital invested

Capital invested by funds: $15.4M → $9.53M (-$5.91M)

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
20
Holders Change
-6
Holders Change %
-23.08%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
5
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
26
Mattern Capital Management
Colorado
-$222K -3,791 Closed
RJFSA
27
Raymond James Financial Services Advisors
Florida
-$207K -3,527 Closed
HCA
28
Heck Capital Advisors
Wisconsin
-$1.64K -28 Closed
BWL
29
Bogart Wealth LLC
Virginia
+$108 +2 New