iShares S&P 500 Value ETF
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
148% more call options, than puts
Call options by funds: $23.3M | Put options by funds: $9.37M
29% more repeat investments, than reductions
Existing positions increased: 626 | Existing positions reduced: 485
12% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 92
8% more funds holding in top 10
Funds holding in top 10: 123 [Q4 2024] → 133 (+10) [Q1 2025]
1.84% more ownership
Funds ownership: 77.85% [Q4 2024] → 79.69% (+1.84%) [Q1 2025]
3% more capital invested
Capital invested by funds: $29B [Q4 2024] → $29.8B (+$786M) [Q1 2025]
2% less funds holding
Funds holding: 1,530 [Q4 2024] → 1,502 (-28) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for IVE.
Financial journalist opinion
Negative
Seeking Alpha
1 week ago
IVE: Value Has Been Lagging For A Decade
iShares S&P 500 Value ETF selects and weights S&P 500 stocks based on three valuation metrics. IVE is the largest and most liquid S&P 500 Value Index ETF, with significant sector exposure in tech, financials, and healthcare. IVE has underperformed the S&P 500 for a decade, but has performed quite well compared to other passive large cap value ETFs, except FVAL.
Neutral
Zacks Investment Research
1 week ago
Patience Pays Off: How to Play ETFs With Long-Term Goals
Fed flags long-term inflation risks as tariff chaos and debt woes fuel investor unease; value and quality ETFs emerge as safer long-term plays.
Negative
MarketBeat
1 month ago
What Oil, Value, and Growth Correlations Say About the Market
The market is one big interconnected machine. Long gone are the days (for better or for worse) of having to track and trade one market at a time and not needing to understand what exactly made that asset or individual stock move in the first place.
Neutral
Zacks Investment Research
1 month 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 month 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 month 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
2 months 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
3 months 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
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.
Positive
Market Watch
4 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.
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