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 $14.34 M.
Top institutional holders include Cliff Asness and Paul Tudor Jones.
Institutional sentiment is currently Bullish. This is evidenced by a $3.23 M net inflow during the quarter.
Recent activity highlights Ken Fisher who increased their stake by 374.1%. Conversely, Chris Davis reduced exposure by 39.8%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 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 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for iShares S&P 500 Value ETF (IVE)
Top Guru holders include Cliff Asness ($6.11 M), Paul Tudor Jones ($3.05 M), Ken Fisher ($1.95 M). Collectively, tracked Gurus hold 67,134 shares.
Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $3.23 M, with 3 Gurus buying and 2 Gurus selling.
In the recent quarter, 1 Gurus reduced their positions, and 1 Gurus sold out of IVE completely. Total sell value was $1.7 M.
Yes, 1 Gurus opened new positions in IVE, and 2 added to their existing holdings. Total buy value was $4.94 M.