iShares Core S&P US Value ETFIUSV
IUSV
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
59% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 49
40% more call options, than puts
Call options by funds: $267K | Put options by funds: $191K
15% more repeat investments, than reductions
Existing positions increased: 236 | Existing positions reduced: 205
7% more funds holding in top 10
Funds holding in top 10: 42 [Q2] → 45 (+3) [Q3]
6% more capital invested
Capital invested by funds: $14.4B [Q2] → $15.2B (+$809M) [Q3]
5% more funds holding
Funds holding: 641 [Q2] → 670 (+29) [Q3]
4.22% less ownership
Funds ownership: 82.86% [Q2] → 78.65% (-4.22%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for IUSV.
Financial journalist opinion
Neutral
Zacks Investment Research
1 week ago
Is iShares Core S&P U.S. Value ETF (IUSV) a Strong ETF Right Now?
A smart beta exchange traded fund, the iShares Core S&P U.S. Value ETF (IUSV) debuted on 07/24/2000, and offers broad exposure to the Style Box - All Cap Value category of the market.
Positive
Morningstar
3 weeks ago
3 Great Contrarian ETFs
Good ways to go against the grain.
Negative
Seeking Alpha
1 month ago
IUSV: A Defensive Play For Value-Oriented Investors
IUSV targets U.S. large- and mid-cap value stocks with a defensive tilt while limiting its exposure to high-valuation sectors like technology. iShares Core S&P U.S. Value ETF's low price-to-earnings ratio reflects its value focus but sees limited growth due to limited high-growth sector exposure. The Fund's returns and low volatility align with similar funds, though it lacks a clear edge over peers like IVE and DSTL, warranting a neutral rating.
Neutral
Zacks Investment Research
2 months ago
Is iShares Core S&P U.S. Value ETF (IUSV) a Strong ETF Right Now?
Designed to provide broad exposure to the Style Box - All Cap Value category of the market, the iShares Core S&P U.S. Value ETF (IUSV) is a smart beta exchange traded fund launched on 07/24/2000.
Positive
Seeking Alpha
4 months ago
IUSV: Ride The Value Transition
IUSV is a buy due to market transition to value, technical indicators, and potential for capital appreciation. IUSV tracks S&P 900 Value Index, offering smart beta ETF with low expense ratio and defensive characteristics. IUSV's performance, composition, and potential for growth make it a strong investment option in the short and medium-term.
Neutral
Zacks Investment Research
4 months ago
Is iShares Core S&P U.S. Value ETF (IUSV) a Strong ETF Right Now?
Making its debut on 07/24/2000, smart beta exchange traded fund iShares Core S&P U.S. Value ETF (IUSV) provides investors broad exposure to the Style Box - All Cap Value category of the market.
Positive
Seeking Alpha
6 months ago
IUSV: Value At The Core With Huge Investment Opportunity
Value investing can be a safe option in the current high-cost investing climate. IUSV is a strong value-oriented ETF with low expenses and strong fundamentals. IUSV offers diversification away from the concentrated market of the S&P 500 and has a slightly lower return, but lower risk compared to the market.
Neutral
Zacks Investment Research
6 months ago
Is iShares Core S&P U.S. Value ETF (IUSV) a Strong ETF Right Now?
Making its debut on 07/24/2000, smart beta exchange traded fund iShares Core S&P U.S. Value ETF (IUSV) provides investors broad exposure to the Style Box - All Cap Value category of the market.
Neutral
Zacks Investment Research
8 months ago
Is iShares Core S&P U.S. Value ETF (IUSV) a Strong ETF Right Now?
Making its debut on 07/24/2000, smart beta exchange traded fund iShares Core S&P U.S. Value ETF (IUSV) provides investors broad exposure to the Style Box - All Cap Value category of the market.
Positive
Seeking Alpha
9 months ago
IUSV: Why Value Is An Attractive Choice During Record Market Highs
iShares Core S&P U.S. Value ETF offers returns on par with the S&P 500 Index and Total Market funds, while diversifying away from big tech holdings. IUSV has achieved these returns while seeing lower volatility than the overall market. IUSV has the lowest expense ratio among peer value funds, a noteworthy dividend yield, and relatively attractive P/E and P/B ratios.
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