iShares S&P 500 Value ETF
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
208% more first-time investments, than exits
New positions opened: 197 | Existing positions closed: 64
80% more call options, than puts
Call options by funds: $20M | Put options by funds: $11.1M
18% more repeat investments, than reductions
Existing positions increased: 564 | Existing positions reduced: 478
13% more funds holding in top 10
Funds holding in top 10: 107 [Q3] → 121 (+14) [Q4]
7% more funds holding
Funds holding: 1,418 [Q3] → 1,516 (+98) [Q4]
6% more capital invested
Capital invested by funds: $27.1B [Q3] → $28.9B (+$1.74B) [Q4]
0.31% more ownership
Funds ownership: 77.22% [Q3] → 77.53% (+0.31%) [Q4]
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
Zacks Investment Research
6 days ago
ETFs to Defend Your Portfolio Against Inflation
Look at ETFs to safeguard your portfolios as inflation expectations rise, driven by the Trump administration's chaotic tariff policies.
Positive
Zacks Investment Research
1 week ago
Buy Top-Ranked Value ETFs for Outperformance
Value ETFs present a strategic investment opportunity to navigate ongoing volatility and potential shifts in trade policies.
Neutral
Zacks Investment Research
1 week 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
Seeking Alpha
1 month ago
Undercovered ETFs: Managed Futures, India, Europe, Value +
The 'Undercovered' Dozen series highlights lesser-known ETFs featuring in-depth analyses and offering unique investment opportunities for investors. The Mount Lucas Managed Futures Index Strategy ETF, Columbia India Consumer ETF, SPDR EURO STOXX 50 ETF, and Global X MSCI Greece ETF are recommended buys due to their strategic advantages and market positions. Invesco Dorsey Wright Industrials Momentum ETF and CoinShares Bitcoin Miners ETF receive hold ratings due to sector-specific challenges and concerns about diversification and expense ratios.
Positive
Seeking Alpha
1 month 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
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.
Positive
Market Watch
3 months 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
3 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
3 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
4 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.
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