iShares Focused Value FactorFOVLETF
13F holders, Q1 2025 (March 31)17holders −3
2new positions
5sold out
1famous investor
$69.66avg. 13F price*
At the end of Q1 2025, 17 institutions reported holding iShares Focused Value Factor (FOVL) in their 13F filings, down 3 from Q4 2024. 2 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($5.3M), Susquehanna International Group, LLP ($1.6M) and Equitable Holdings, Inc. ($686K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Focused Value Factor
- CUSIP
- 46435U333
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $948K |
| Exits | 5 | $5.7M |
All 13F filers, Q4 2024 → Q1 2025: 56,767 shares bought and 114,543 shares sold, net −57,776 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| LPL Financial LLC | 0.00% | Add +83.3% | 75,596 | $5.3M |
| Susquehanna International Group, LLP | 0.00% | Add +8.7% | 23,541 | $1.6M |
| Equitable Holdings, Inc. | 0.01% | Add +183.9% | 9,842 | $686K |
| Sigma Planning Corp | 0.02% | New | 7,604 | $530K |
| Two Sigma Investments, LP | 0.00% | New | 6,000 | $418K |
| Cwm, LLC | 0.00% | No change | 5,698 | $397K |
| Citadel Advisors | 0.00% | Reduce -86.8% | 4,884 | $340K |
| M.E. Allison & Co., Inc. | 0.34% | No change | 4,870 | $339K |
| Arkadios Wealth Advisors | 0.01% | Add +14.6% | 4,308 | $300K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.9% | 4,283 | $298K |
| Cetera Investment Advisers | 0.00% | Reduce -0.5% | 3,513 | $245K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -16.7% | 3,440 | $240K |
| Raymond James Financial Inc. | 0.00% | Reduce -8.5% | 2,883 | $201K |
| Bank of America Corp. | 0.00% | No change | 1,818 | $127K |
| Harbour Investments, Inc. | 0.00% | No change | 380 | $26K |
| Morgan Stanley | 0.00% | Reduce -1.1% | 359 | $25K |
| Principal Securities, Inc. | 0.00% | No change | 279 | $20K |
"% of holder's portfolio" is FOVL's weight in each manager's 13F, not the share of iShares Focused Value Factor the manager owns.