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iShares Focused Value Factor ETF (FOVL) Institutional Ownership

iShares Focused Value Factor ETF logo
$63.16 -1.87 (-2.88%)
As of 02:02 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Focused Value Factor ETF (NYSEARCA:FOVL)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$2.14M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.24M
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FOVL Institutional Buying and Selling by Quarter

iShares Focused Value Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025Cetera Investment Advisers3,529$247K0.0%N/A1.176%
2/17/2025Citadel Advisors LLC36,974$2.59M0.0%-8.6%12.325%
2/14/2025Susquehanna International Group LLP21,654$1.52M0.0%-4.4%7.218%
2/14/2025OneDigital Investment Advisors LLC7,065$494K0.0%N/A2.355%
2/14/2025Tower Research Capital LLC TRC 1,802$126K0.0%-80.4%0.601%
2/13/2025Raymond James Financial Inc.3,150$220K0.0%N/A1.050%
2/11/2025LPL Financial LLC41,243$2.89M0.0%+3.2%13.748%
2/10/2025Commonwealth Equity Services LLC4,128$289K0.0%+4.0%1.376%
2/7/2025Retirement Capital Strategies63,916$4.47M1.7%+0.7%21.305%
2/6/2025Raymond James Financial Inc.3,150$220K0.0%N/A1.050%
2/6/2025Steward Partners Investment Advisory LLC8,501$595K0.0%-41.2%2.834%
1/16/2025 M.E. Allison & CO. Inc.4,870$341K0.4%N/A1.623%
1/15/2025Arkadios Wealth Advisors3,760$263K0.0%+8.5%1.253%
7/31/2024Commonwealth Equity Services LLC4,254$256K0.0%N/A1.418%
7/29/2024Arkadios Wealth Advisors3,409$205K0.0%N/A1.136%
2/12/2024Scotia Capital Inc.25,350$1.48M0.0%-12.9%7.243%
2/12/2024Steward Partners Investment Advisory LLC14,586$849K0.0%-52.5%4.167%
11/15/2023Scotia Capital Inc.29,111$1.47M0.0%-4.4%8.317%
11/14/2023Tower Research Capital LLC TRC44,258$2.23M0.1%+23.0%12.645%
8/14/2023Tower Research Capital LLC TRC35,982$1.90M0.1%-5.2%10.281%
8/3/2023Scotia Capital Inc.30,443$1.61M0.0%-1.5%8.698%
5/11/2023Scotia Capital Inc.30,921$1.56M0.0%-11.0%6.871%
5/9/2023Tower Research Capital LLC TRC37,961$1.91M0.1%+249.7%8.436%
2/9/2023Scotia Capital Inc.34,760$1.77M0.0%-2.7%8.690%
2/8/2023UBS Group AG3,054$155K0.0%-34.2%0.764%
11/10/2022Tower Research Capital LLC TRC21,472$980K0.0%-21.9%4.772%
10/17/2022Cambridge Investment Research Advisors Inc.5,132$234K0.0%-16.3%1.140%
8/5/2022Scotia Capital Inc.34,405$1.69M0.0%+2.7%6.881%
8/4/2022Steward Partners Investment Advisory LLC12,294$602K0.0%-64.7%2.459%
7/19/2022Commonwealth Equity Services LLC5,725$280K0.0%+13.7%1.145%
5/13/2022WJ Wealth Management LLC7,213$421K0.3%N/A1.202%
5/12/2022Dana Investment Advisors Inc.6,669$391K0.0%N/A1.112%
5/9/2022Scotia Capital Inc.33,514$1.96M0.0%N/A5.586%
5/4/2022Commonwealth Equity Services LLC5,035$294K0.0%N/A0.839%
5/2/2022Steward Partners Investment Advisory LLC34,797$2.04M0.0%N/A5.800%
4/28/2022Ahrens Investment Partners LLC54,740$3.21M1.0%N/A9.123%
2/10/2022GM Advisory Group Inc.25,394$1.47M0.1%-13.9%3.386%
2/3/2022Cambridge Investment Research Advisors Inc.35,206$2.04M0.0%+628.5%4.694%
2/3/2022Advisor Group Holdings Inc.6,774$393K0.0%+8.4%0.903%
2/3/2022Mattern Capital Management LLC3,899$226K0.0%-14.2%0.520%
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1/31/2022CWM LLC5,698$331K0.0%N/A0.760%
1/6/2022Carroll Financial Associates Inc.455$26K0.0%N/A0.076%
11/16/2021Cetera Advisor Networks LLC5,610$308K0.0%+17.8%0.863%
11/15/2021GM Advisory Group Inc.29,499$1.62M0.2%-6.0%4.538%
11/5/2021Advisor Group Holdings Inc.6,249$342K0.0%-7.5%0.961%
11/1/2021Mattern Capital Management LLC4,543$249K0.0%-8.6%0.699%
8/17/2021Kingsview Wealth Management LLC12,269$682K0.0%N/A1.888%
8/17/2021Citadel Advisors LLC20,610$1.13M0.0%N/A3.171%
8/16/2021GM Advisory Group Inc.31,380$1.72M0.2%-37.4%4.828%
8/11/2021BlackRock Inc.207,000$11.36M0.0%-49.1%31.846%
8/10/2021Cambridge Investment Research Advisors Inc.4,701$258K0.0%N/A0.723%
8/10/2021 JTC Employer Solutions Trusteee Ltd1,000$55K0.0%N/A0.154%
8/9/2021Sandy Spring Bank603$33K0.0%+101.0%0.093%
8/3/2021Mattern Capital Management LLC4,970$273K0.1%-37.7%0.765%
8/2/2021Advisor Group Holdings Inc.6,758$370K0.0%+547.3%1.040%
5/17/2021Mattern Capital Management LLC7,983$426K0.1%-20.3%1.064%
5/13/2021GM Advisory Group Inc.50,104$2.68M0.3%+22.1%6.681%
5/12/2021UBS Group AG2,058$110K0.0%+479.7%0.274%
5/11/2021CIBC World Markets Inc.14,560$777K0.0%N/A1.941%
5/7/2021BlackRock Inc.407,000$21.73M0.0%-5.8%54.267%
(Data available from 1/1/2016 forward)

FOVL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FOVL shares?

During the previous two years, 13 institutional investors and hedge funds held shares of iShares Focused Value Factor ETF. The most heavily invested institutionals were Retirement Capital Strategies ($4.47M), LPL Financial LLC ($2.89M), Citadel Advisors LLC ($2.59M), Susquehanna International Group LLP ($1.52M), Scotia Capital Inc. ($1.48M), Steward Partners Investment Advisory LLC ($595K), and OneDigital Investment Advisors LLC ($494K).Learn more on FOVL's institutional investors.

Which institutional investors have been buying iShares Focused Value Factor ETF stock?

Of the 9 institutional investors that purchased iShares Focused Value Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Tower Research Capital LLC TRC ($35.38K), OneDigital Investment Advisors LLC ($7.07K), Raymond James Financial Inc. ($6.30K), M.E. Allison & CO. Inc. ($4.87K), Commonwealth Equity Services LLC ($4.41K), Arkadios Wealth Advisors ($3.70K), and Cetera Investment Advisers ($3.53K).

How much institutional buying is happening at iShares Focused Value Factor ETF?

Institutional investors have bought a total of 67,029 shares in the last 24 months. This purchase volume represents approximately $3.92M in transactions.

Which iShares Focused Value Factor ETF major shareholders have been selling company stock?

The following institutional investors have sold iShares Focused Value Factor ETF stock in the last 24 months: Steward Partners Investment Advisory LLC ($22.09K), Scotia Capital Inc. ($9.41K), Tower Research Capital LLC TRC ($9.35K), Citadel Advisors LLC ($3.46K), and Susquehanna International Group LLP ($1.00K).

How much institutional selling is happening at iShares Focused Value Factor ETF?

Institutional investors have sold a total of 45,317 shares in the last 24 months. This volume of shares sold represents approximately $2.79M in transactions.



This page (NYSEARCA:FOVL) was last updated on 4/21/2025 by MarketBeat.com Staff
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