iShares Focused Value Factor

FOVL • ARCA

iShares Focused Value Factor is an exchange-traded fund on ARCA. As of Q3 2025, 2 institutional investors hold shares in this ETF, with total holdings valued at $95.8K. Advisor Group Holdings, Inc. is the largest holder with a position valued at $84.7K.

Overview

Overview of institutional ownership in FOVL as of Q3 2025

All Institutions

Institutions: 2
Value Held: $95.8K
Shares Held: 1.3K
Avg Position: $47.9K
Median Position: $47.9K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in FOVL as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
A Advisor Group Holdings, Inc. Institution	-	$84.7K 0.00% of portfolio	1.2K shares	Q1 2020 Held for 5y 8m	$71.0B
IFP Advisors, Inc RIA/Wealth	William Eugene Hamm CEO	$11.1K 0.00% of portfolio	151.0 shares	Q2 2025 Held for 5 months	$3.8B
CWM, LLC RIA/Wealth	George Burton White CEO	- 0.00% of portfolio	- shares	Q4 2021 Held for 3y 11m	$31.5B
M M.E. ALLISON & CO., INC. Institution	-	- 0.00% of portfolio	- shares	Q4 2024 Held for 11 months	$143.6M
HARBOUR INVESTMENTS, INC. RIA/Wealth	Nick William Sondel CEO	- 0.00% of portfolio	- shares	Q2 2022 Held for 3y 5m	$4.3B
Equitable Holdings, Inc. Institution	Robin M. Raju CEO	- 0.00% of portfolio	- shares	Q3 2024 Held for 1y 2m	$13.6B
Ameritas Advisory Services, LLC RIA/Wealth	Jennifer Ann Kobza President	- 0.00% of portfolio	- shares	Q2 2025 Held for 5 months	$1.5B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	- 0.00% of portfolio	- shares	Q3 2023 Held for 2y 2m	$1.65T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	- 0.00% of portfolio	- shares	Q3 2020 Held for 5y 2m	$1.33T
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	- 0.00% of portfolio	- shares	Q4 2024 Held for 11 months	$310.43B

Net Capital Flow

Institutional buying and selling activity for FOVL in Q3 2025

Traded: −$14.8M
Buyers: 1
Sellers: 18
Total Bought: +$3.7K
Total Sold: −$14.8M
Avg Position: $5.0K

Biggest Buyers

Institution	Net Bought	Current Position
IFP Advisors, Inc RIA/Wealth	+$3.7K +50.0 shares	$11.1K 151.0 shares

Biggest Sellers

Institution	Net Sold	Current Position
L LPL Financial LLC Institution	−$5.3M −73.4K shares	Sold Off 0 shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$3.3M −46.2K shares	Sold Off 0 shares
T Tower Research Capital LLC Institution	−$1.2M −16.3K shares	Sold Off 0 shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$1.1M −14.7K shares	Sold Off 0 shares
Equitable Holdings, Inc. Institution	−$954.2K −13.3K shares	Sold Off 0 shares
Sigma Planning Corp RIA/Wealth	−$867.2K −12.0K shares	Sold Off 0 shares
CWM, LLC RIA/Wealth	−$407.2K −5.7K shares	Sold Off 0 shares
Arkadios Wealth Advisors RIA/Wealth	−$361.8K −5.0K shares	Sold Off 0 shares
M M.E. ALLISON & CO., INC. Institution	−$350.6K −4.9K shares	Sold Off 0 shares
Saxony Capital Management, LLC RIA/Wealth	−$309.9K −4.3K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited FOVL in Q3 2025

New Positions: 0
New Value: -
Exited Positions: 17
Exited Value: $14.8M

New Positions

Institution	Position Value
No new positions found

Exited Positions

Institution	Previous Position
L LPL Financial LLC Institution	$5.3M 73.4K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$3.3M 46.2K shares
T Tower Research Capital LLC Institution	$1.2M 16.3K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.1M 14.7K shares
Equitable Holdings, Inc. Institution	$954.2K 13.3K shares
Sigma Planning Corp RIA/Wealth	$867.2K 12.0K shares
CWM, LLC RIA/Wealth	$407.2K 5.7K shares
Arkadios Wealth Advisors RIA/Wealth	$361.8K 5.0K shares
M M.E. ALLISON & CO., INC. Institution	$350.6K 4.9K shares
Saxony Capital Management, LLC RIA/Wealth	$309.9K 4.3K shares

Options Activity

Institutions with the largest Call and Put options positions in FOVL as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with FOVL as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
IFP Advisors, Inc RIA/Wealth	William Eugene Hamm CEO	0.00% $11.1K	151.0 shares	Q2 2025 Held for 5 months	$3.8B
A Advisor Group Holdings, Inc. Institution	-	0.00% $84.7K	1.2K shares	Q1 2020 Held for 5y 8m	$71.0B
CWM, LLC RIA/Wealth	George Burton White CEO	0.00% -	- shares	Q4 2021 Held for 3y 11m	$31.5B
M M.E. ALLISON & CO., INC. Institution	-	0.00% -	- shares	Q4 2024 Held for 11 months	$143.6M
HARBOUR INVESTMENTS, INC. RIA/Wealth	Nick William Sondel CEO	0.00% -	- shares	Q2 2022 Held for 3y 5m	$4.3B
Equitable Holdings, Inc. Institution	Robin M. Raju CEO	0.00% -	- shares	Q3 2024 Held for 1y 2m	$13.6B
Ameritas Advisory Services, LLC RIA/Wealth	Jennifer Ann Kobza President	0.00% -	- shares	Q2 2025 Held for 5 months	$1.5B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	0.00% -	- shares	Q3 2023 Held for 2y 2m	$1.65T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	0.00% -	- shares	Q3 2020 Held for 5y 2m	$1.33T
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	0.00% -	- shares	Q4 2024 Held for 11 months	$310.43B