iShares Focused Value Factor ETF
FOVL
FOVL was delisted on the 18th of August, 2025.
17 hedge funds and large institutions have $11.1M invested in iShares Focused Value Factor ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 5 closing their positions.
15% less funds holding
Funds holding: 20 → 17 (-3)
16.51% less ownership
Funds ownership: 62.02% → 45.51% (-17%)
27% less capital invested
Capital invested by funds: $15.2M → $11.1M (-$4.09M)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.46M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$544K |
| 3 |
EH
Equitable Holdings
New York
|
+$456K |
| 4 |
Two Sigma Investments
New York
|
+$429K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$135K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$4.47M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.29M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$595K |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$494K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$126K |
FOVL Hedge Fund Activity: Q1 2025 in Review
17 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in iShares Focused Value Factor ETF (FOVL) for Q1 2025, worth a combined $11.1M — down 27% from $15.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of FOVL and 2 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 4 added.
The largest buyer was LPL Financial, adding an estimated $2.46M. The largest seller was Retirement Capital Strategies, exiting entirely with an estimated $4.47M sold.
- 17 institutional investors held iShares Focused Value Factor ETF (FOVL) as of Q1 2025, down from 20 in Q4 2024.
- Funds reported $11.1M of iShares Focused Value Factor ETF stock for Q1 2025, down 27% quarter-over-quarter.
- 2 funds opened new iShares Focused Value Factor ETF positions in Q1 2025 and 5 closed out, a net change of -3 holders.
- The largest iShares Focused Value Factor ETF buyer in Q1 2025 was LPL Financial, an estimated $2.46M added.
- The largest iShares Focused Value Factor ETF seller in Q1 2025 was Retirement Capital Strategies, an estimated $4.47M sold.
Based on aggregated 13F filings for Q1 2025.