iShares S&P 500 Value ETF
0
Funds holding %
of 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
232% more call options, than puts
Call options by funds: $17.8M | Put options by funds: $5.34M
202% more first-time investments, than exits
New positions opened: 130 | Existing positions closed: 43
5% more funds holding
Funds holding: 1,333 [Q2] → 1,403 (+70) [Q3]
5% more repeat investments, than reductions
Existing positions increased: 511 | Existing positions reduced: 486
1% less funds holding in top 10
Funds holding in top 10: 106 [Q2] → 105 (-1) [Q3]
2% less capital invested
Capital invested by funds: $31B [Q2] → $30.4B (-$569M) [Q3]
7.59% less ownership
Funds ownership: 94.08% [Q2] → 86.49% (-7.59%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for IVE.
Financial journalist opinion
Based on 3 articles about IVE published over the past 30 days
Neutral
ETF Trends
1 week 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 weeks 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
1 month 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
1 month 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
2 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 weeks 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
3 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.
Neutral
ETF Trends
4 months ago
Positioning Equity Portfolios for Q4
I know many people have not looked at their portfolios or portfolio statements since the beginning of the summer (or perhaps longer). Upon review they might see the iShares S&P 500 Growth (IVW) was up approximately 25% for the year as of mid-September.
Positive
Seeking Alpha
4 months ago
IVE: U.S. Value Stocks Are Undervalued With An IRR Potential Of 9%
iShares S&P 500 Value ETF invests in undervalued large U.S. companies, with a balanced sector allocation and low portfolio concentration. The fund's current valuation suggests a headline IRR potential of approximately 9%, indicating it is undervalued and worth holding. IVE is suitable for risk-averse investors, offering an affordable expense ratio of 0.18% and a diversified portfolio of 438 holdings.
Positive
Seeking Alpha
4 months ago
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.
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