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iShares Focused Value Factor ETF (FOVL) Institutional Ownership

iShares Focused Value Factor ETF logo
$69.53 -0.05 (-0.07%)
As of 05/23/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$5.10M
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
5/8/2025 Arkadios Wealth Advisors4,308$300K0.0%+14.6%1.231%
5/7/2025 LPL Financial LLC75,596$5.27M0.0%+83.3%21.599%
5/2/2025 Sigma Planning Corp7,604$530K0.0%N/A2.173%
2/17/2025 Cetera Investment Advisers3,529$247K0.0%N/A1.176%
2/17/2025 Citadel Advisors LLC36,974$2.59M0.0%-8.6%12.325%
2/14/2025 Susquehanna International Group LLP21,654$1.52M0.0%-4.4%7.218%
2/14/2025 OneDigital Investment Advisors LLC7,065$494K0.0%N/A2.355%
2/14/2025 Tower Research Capital LLC TRC1,802$126K0.0%-80.4%0.601%
2/13/2025 Raymond James Financial Inc.3,150$220K0.0%N/A1.050%
2/11/2025 LPL Financial LLC41,243$2.89M0.0%+3.2%13.748%
2/10/2025 Commonwealth Equity Services LLC4,128$289K0.0%+4.0%1.376%
2/7/2025 Retirement Capital Strategies63,916$4.47M1.7%+0.7%21.305%
2/6/2025 Raymond James Financial Inc.3,150$220K0.0%N/A1.050%
2/6/2025 Steward 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%
1/15/2025 Arkadios Wealth Advisors3,760$263K0.0%+8.5%1.253%
7/31/2024 Commonwealth Equity Services LLC4,254$256K0.0%N/A1.418%
7/29/2024 Arkadios Wealth Advisors3,409$205K0.0%N/A1.136%
2/12/2024 Scotia Capital Inc.25,350$1.48M0.0%-12.9%7.243%
2/12/2024 Steward Partners Investment Advisory LLC14,586$849K0.0%-52.5%4.167%
11/15/2023 Scotia Capital Inc.29,111$1.47M0.0%-4.4%8.317%
11/14/2023 Tower Research Capital LLC TRC44,258$2.23M0.1%+23.0%12.645%
8/14/2023 Tower Research Capital LLC TRC35,982$1.90M0.1%-5.2%10.281%
8/3/2023 Scotia Capital Inc.30,443$1.61M0.0%-1.5%8.698%
5/11/2023 Scotia Capital Inc.30,921$1.56M0.0%-11.0%6.871%
5/9/2023 Tower Research Capital LLC TRC37,961$1.91M0.1%+249.7%8.436%
2/9/2023 Scotia Capital Inc.34,760$1.77M0.0%-2.7%8.690%
2/8/2023 UBS Group AG3,054$155K0.0%-34.2%0.764%
11/10/2022 Tower Research Capital LLC TRC21,472$980K0.0%-21.9%4.772%
10/17/2022 Cambridge Investment Research Advisors Inc.5,132$234K0.0%-16.3%1.140%
8/5/2022 Scotia Capital Inc.34,405$1.69M0.0%+2.7%6.881%
8/4/2022 Steward Partners Investment Advisory LLC12,294$602K0.0%-64.7%2.459%
7/19/2022 Commonwealth Equity Services LLC5,725$280K0.0%+13.7%1.145%
5/13/2022 WJ Wealth Management LLC7,213$421K0.3%N/A1.202%
5/12/2022 Dana Investment Advisors Inc.6,669$391K0.0%N/A1.112%
5/9/2022 Scotia Capital Inc.33,514$1.96M0.0%N/A5.586%
5/4/2022 Commonwealth Equity Services LLC5,035$294K0.0%N/A0.839%
5/2/2022 Steward Partners Investment Advisory LLC34,797$2.04M0.0%N/A5.800%
4/28/2022Ahrens Investment Partners LLC54,740$3.21M1.0%N/A9.123%
2/10/2022 GM Advisory Group Inc.25,394$1.47M0.1%-13.9%3.386%
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2/3/2022 Cambridge Investment Research Advisors Inc.35,206$2.04M0.0%+628.5%4.694%
2/3/2022 Advisor Group Holdings Inc.6,774$393K0.0%+8.4%0.903%
2/3/2022 Mattern Capital Management LLC3,899$226K0.0%-14.2%0.520%
1/31/2022 CWM 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%
11/15/2021 GM Advisory Group Inc.29,499$1.62M0.2%-6.0%4.538%
11/5/2021 Advisor Group Holdings Inc.6,249$342K0.0%-7.5%0.961%
11/1/2021 Mattern Capital Management LLC4,543$249K0.0%-8.6%0.699%
8/17/2021 Kingsview Wealth Management LLC12,269$682K0.0%N/A1.888%
8/17/2021 Citadel Advisors LLC20,610$1.13M0.0%N/A3.171%
8/16/2021 GM 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%
8/10/2021 Cambridge 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%
8/9/2021 Sandy Spring Bank603$33K0.0%+101.0%0.093%
8/3/2021 Mattern Capital Management LLC4,970$273K0.1%-37.7%0.765%
8/2/2021 Advisor Group Holdings Inc.6,758$370K0.0%+547.3%1.040%
5/17/2021 Mattern Capital Management LLC7,983$426K0.1%-20.3%1.064%
5/13/2021 GM Advisory Group Inc.50,104$2.68M0.3%+22.1%6.681%
5/12/2021 UBS Group AG2,058$110K0.0%+479.7%0.274%
5/11/2021 CIBC 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, 14 institutional investors and hedge funds held shares of iShares Focused Value Factor ETF. The most heavily invested institutionals were LPL Financial LLC ($5.27M), Retirement Capital Strategies ($4.47M), Citadel Advisors LLC ($2.59M), Susquehanna International Group LLP ($1.52M), Scotia Capital Inc. ($1.48M), Steward Partners Investment Advisory LLC ($595K), and Sigma Planning Corp ($530K).Learn more on FOVL's institutional investors.

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

Of the 10 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: LPL Financial LLC ($35.65K), Tower Research Capital LLC TRC ($8.28K), Sigma Planning Corp ($7.60K), OneDigital Investment Advisors LLC ($7.07K), Raymond James Financial Inc. ($6.30K), M.E. Allison & CO. Inc. ($4.87K), and Commonwealth Equity Services LLC ($4.41K).

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

Institutional investors have bought a total of 82,429 shares in the last 24 months. This purchase volume represents approximately $5.52M 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), Tower Research Capital LLC TRC ($9.35K), Scotia Capital Inc. ($5.57K), 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 41,478 shares in the last 24 months. This volume of shares sold represents approximately $2.60M in transactions.



This page (NYSEARCA:FOVL) was last updated on 5/24/2025 by MarketBeat.com Staff
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