iShares S&P 500 Value ETF
0
Funds holding %
of 6,809 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
111% more first-time investments, than exits
New positions opened: 129 | Existing positions closed: 61
5% more funds holding
Funds holding: 1,331 [Q2] → 1,399 (+68) [Q3]
6% more repeat investments, than reductions
Existing positions increased: 511 | Existing positions reduced: 484
1% less funds holding in top 10
Funds holding in top 10: 105 [Q2] → 104 (-1) [Q3]
3% less capital invested
Capital invested by funds: $27.7B [Q2] → $27B (-$711M) [Q3]
7.29% less ownership
Funds ownership: 84.2% [Q2] → 76.91% (-7.29%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for IVE.
Financial journalist opinion
Neutral
Zacks Investment Research
1 week 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 weeks 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
1 month 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
1 month 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
2 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
3 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
3 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
3 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.
Neutral
Zacks Investment Research
3 months ago
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.
Neutral
Accesswire
4 months ago
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.
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