iShares Focused Value FactorFOVLETF
13F holders, Q2 2025 (June 30)19holders +2
4new positions
2sold out
1famous investor
$71.99avg. 13F price*
At the end of Q2 2025, 19 institutions reported holding iShares Focused Value Factor (FOVL) in their 13F filings, up 2 from Q1 2025. 4 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($5.3M), Citadel Advisors ($3.3M) and Tower Research Capital LLC (TRC) ($1.2M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.5M |
| Exits | 2 | $663K |
All 13F filers, Q1 2025 → Q2 2025: 71,801 shares bought and 23,801 shares sold, net +48,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| LPL Financial LLC | 0.00% | Reduce -2.9% | 73,410 | $5.3M |
| Citadel Advisors | 0.00% | Add +845.7% | 46,188 | $3.3M |
| Tower Research Capital LLC (TRC) | 0.03% | New | 16,318 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -37.7% | 14,661 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +34.7% | 13,255 | $954K |
| Sigma Planning Corp | 0.03% | Add +58.4% | 12,046 | $867K |
| Cwm, LLC | 0.00% | Reduce -0.7% | 5,657 | $407K |
| Arkadios Wealth Advisors | 0.01% | Add +16.7% | 5,026 | $362K |
| M.E. Allison & Co., Inc. | 0.28% | No change | 4,870 | $351K |
| Saxony Capital Management, LLC | 0.24% | New | 4,305 | $310K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.6% | 3,461 | $249K |
| Raymond James Financial Inc. | 0.00% | Add +16.2% | 3,349 | $241K |
| Bank of America Corp. | 0.00% | Reduce -14.0% | 1,563 | $113K |
| Osaic Holdings, Inc. | 0.00% | Reduce -68.3% | 1,358 | $98K |
| Ameritas Advisory Services, LLC | 0.00% | New | 713 | $51K |
| Harbour Investments, Inc. | 0.00% | No change | 380 | $27K |
| Morgan Stanley | 0.00% | Reduce -0.3% | 358 | $26K |
| Principal Securities, Inc. | 0.00% | No change | 279 | $20K |
| IFP Advisors, Inc | 0.00% | New | 101 | $7K |
"% of holder's portfolio" is FOVL's weight in each manager's 13F, not the share of iShares Focused Value Factor the manager owns.