iShares S&P 500 Value ETF
IVE

$195.81

0.77%

Market Cap: $35.1B

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

1,443% more call options, than puts

Call options by funds: $19.7M | Put options by funds: $1.27M

8% more repeat investments, than reductions

Existing positions increased: 488 | Existing positions reduced: 452

0% less funds holding

Funds holding: 1,321 [Q1] → 1,320 (-1) [Q2]

1% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 96

5.73% less ownership

Funds ownership: 82.94% [Q1] → 77.21% (-5.73%) [Q2]

10% less capital invested

Capital invested by funds: $28.3B [Q1] → $25.5B (-$2.84B) [Q2]

13% less funds holding in top 10

Funds holding in top 10: 120 [Q1] → 104 (-16) [Q2]

See Fund Rankings

Research analyst outlook

We haven’t received any recent analyst ratings for IVE.

See Analyst Rankings

Financial journalist opinion

Dividend Histories Help

It has been the highest dividend payers that have held up the best so far this month, while the no or low-yielders have fallen the most. Dividends don't impact total return much over short time frames, but they make a massive difference over the long term. There are plenty of ways to seek dividends, including a number of dividend-focused ETFs.

Dividend Histories Help

Zacks Investment Research

5 ETF Strategies to Survive a Historically Weak September

Wall Street falters at the start of September. The weak trend is likely to continue, given that September is one of the market's historically worst months.

5 ETF Strategies to Survive a Historically Weak September

FIVE DEADLINE NOTICE: Five Below, Inc. Investors are Notified of September 30 Deadline in Securities Fraud Class Action Lawsuit - Contact BFA Law if You Lost Money (FIVE)

NEW YORK, NY / ACCESSWIRE / August 15, 2024 / Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against Five Below, Inc. (NASDAQ: IVE) and certain of the Company's senior executives. If you invested in Five Below, you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/five-below-inc.

FIVE DEADLINE NOTICE: Five Below, Inc. Investors are Notified of September 30 Deadline in Securities Fraud Class Action Lawsuit - Contact BFA Law if You Lost Money (FIVE)

Why I'm Not Giving Up on Value Stocks

James Glassman explains why he still has faith in investing in value stocks.

Why I'm Not Giving Up on Value Stocks

The Great Rotation: Just Getting Started?

Friday's disappointing jobs report has put a huge damper on economic sentiment for the moment. Goldman Sachs has bumped up the odds of a recession from 10% to 25% over the next 12 months.

The Great Rotation: Just Getting Started?

Zacks Investment Research

Should iShares S&P 500 Value ETF (IVE) Be on Your Investing Radar?

Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the iShares S&P 500 Value ETF (IVE), a passively managed exchange traded fund launched on 05/22/2000.

Should iShares S&P 500 Value ETF (IVE) Be on Your Investing Radar?

Zacks Investment Research

Should Investors Diversify From Technology? ETFs to Consider

With the rally in the market heavily driven by the technology sector, the need for investors to diversify becomes important. These ETFs can help investors to diversify beyond tech for broader market participation.

Should Investors Diversify From Technology? ETFs to Consider

IVE: History Points Towards An Opportunity In S&P 500 Value

IVE warrants a buy rating due to its strong historical performance of value stocks compared to growth, looking back at rolling 15-year periods over the past 97 years. While the S&P 500 Value has underperformed the broader S&P 500 index since roughly 2008, there are multiple indicators that a return to the long-term trend is likely. As a result of its holdings mix, IVE has a more attractive valuation with lower volatility metrics compared to broader S&P 500 Index funds.

IVE: History Points Towards An Opportunity In S&P 500 Value

IVE: Value ETF Lagging The Market Since 2020

iShares S&P 500 Value ETF weighs S&P 500 stocks based on their value characteristics. The IVE ETF is quite heavy in financials, but more balanced across sectors and holdings than its parent index. IVE has lagged the benchmark since inception, especially since 2020.

IVE: Value ETF Lagging The Market Since 2020

Zacks Investment Research

High Rates to Stay? Secure Your Portfolio With These ETFs

Federal Reserve Governor, Michelle Bowman, recently expressed a hawkish view regarding the future path of interest rates. Look into ETFs to secure your portfolio for any future uncertainties.

High Rates to Stay? Secure Your Portfolio With These ETFs

See News Rankings