Guru Ownership Trend
Guru Analysis for iShares S&P 500 Value ETF (IVE)
iShares S&P 500 Value ETF (IVE), a key player in the Market sector, continues to attract institutional attention.
As of Q3 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $14.58 M.
Top institutional holders include 克里夫·阿斯內斯 and 保羅·都鐸·瓊斯.
Institutional sentiment is currently Bullish. This is evidenced by a $3.23 M net inflow during the quarter.
Recent activity highlights 肯·費雪 who increased their stake by 374.1%. Conversely, 克里斯·戴維斯 reduced exposure by 39.8%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.00% | Add 6.1% | 29,594 | $6.11 M | Q3 2025 | |
| 0.01% | New Buy | 14,764 | $3.05 M | Q3 2025 | |
| 0.00% | Add 374.1% | 9,429 | $1.95 M | Q3 2025 | |
| 0.01% | 6,733 | $1.39 M | Q3 2025 | ||
| 0.01% | Reduce -39.8% | 6,614 | $1.37 M | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for iShares S&P 500 Value ETF (IVE)
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $3.23 M, with 3 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited IVE. The total reported sell value was $1.7 M.
Yes, 1 managers opened new positions in IVE, and 2 increased their existing holdings. The total reported buy value was $4.94 M.