iShares S&P 500 Value ETF
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
203% more first-time investments, than exits
New positions opened: 194 | Existing positions closed: 64
80% more call options, than puts
Call options by funds: $20M | Put options by funds: $11.1M
17% more repeat investments, than reductions
Existing positions increased: 559 | Existing positions reduced: 477
11% more funds holding in top 10
Funds holding in top 10: 107 [Q3] → 119 (+12) [Q4]
7% more funds holding
Funds holding: 1,415 [Q3] → 1,507 (+92) [Q4]
5% less capital invested
Capital invested by funds: $30.5B [Q3] → $28.8B (-$1.64B) [Q4]
9.26% less ownership
Funds ownership: 86.7% [Q3] → 77.44% (-9.26%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for IVE.
Financial journalist opinion
Positive
Seeking Alpha
2 days ago
IVE: Value Can Outperform For A Long Time After A Tech Bubble Bursts
Growth stocks have outperformed since 2020, but Value stocks excel in bear markets, preserving capital and potentially outperforming over long periods. IVE, which tracks the S&P 500 Value index, is a popular way to get broad exposure to value stocks, although there is some overlap with the growth ETF. Current market valuations suggest value stocks may outperform growth, especially if we face another "lost decade" of low returns, making a strong case for boosting value allocations now.
Neutral
Zacks Investment Research
4 weeks ago
Should iShares S&P 500 Value ETF (IVE) Be on Your Investing Radar?
If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the iShares S&P 500 Value ETF (IVE), a passively managed exchange traded fund launched on 05/22/2000.
Positive
Market Watch
1 month ago
How a more-focused growth index can cut your risk in the stock market
Nick Kalivas of Invesco suggests a growth strategy that lowers investors' risk from the S&P 500's Big Tech concentration.
Neutral
ETF Trends
2 months ago
Growth or Value? Some Megacaps Are Both
Every year by now, market forecasters share equity market predictions. These forecasts often include whether growth or value stocks will lead the charge.
Positive
Seeking Alpha
2 months ago
IVE: A Value ETF With A Big Tech Exposure
The iShares S&P 500 Value ETF balances defensive sectors like healthcare and financial services with significant tech exposure, enhancing growth potential but raising valuations. IVE's portfolio includes large-cap U.S. companies with value characteristics, focusing on book value-to-price, earnings-to-price, and sales-to-price ratios. Despite higher valuations, IVE's performance has outpaced most value ETFs, driven by holdings in tech giants like Apple and Microsoft.
Neutral
Zacks Investment Research
3 months ago
Should iShares S&P 500 Value ETF (IVE) Be on Your Investing Radar?
The iShares S&P 500 Value ETF (IVE) was launched on 05/22/2000, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Value segment of the US equity market.
Neutral
Zacks Investment Research
3 months ago
Rate Cuts to Slow Down in 2025? ETFs to Add to Your Portfolio
Rising inflation worries have led to increased market expectations that the Fed will adopt a more cautious approach to its interest rate cuts. Look at ETFs to secure your portfolios.
Neutral
ETF Trends
4 months ago
Where ETF Investors Put Money to Work on Election Week
My friend and industry veteran Dave Nadig used to call the exercise of interpreting ETF asset flows as “reading the tea leaves.” I have always loved that image because it suggests asset flows can be telling, but they are also open to interpretation.
Positive
Kiplinger
2 months ago
6 Best Growth ETFs to Buy Now
The best growth ETFs offer exposure to higher-risk, higher-reward stocks while limiting the risk of a single stock torpedoing your returns.
Neutral
Zacks Investment Research
5 months ago
Should iShares S&P 500 Value ETF (IVE) Be on Your Investing Radar?
If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the iShares S&P 500 Value ETF (IVE), a passively managed exchange traded fund launched on 05/22/2000.
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