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 Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $18.5 M.
Top institutional holders include Cliff Asness and Chris Davis.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $34.34 M net outflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 35.0%. Conversely, Chris Davis reduced exposure by 90.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for iShares S&P 500 Value ETF (IVE)
Major holders include Cliff Asness ($10.48 M), Chris Davis ($2.45 M), Ken Fisher ($2.19 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 81,877 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $34.34 M, with 2 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 3 fully exited IVE. The total reported sell value was $36.51 M.
Yes, 0 managers opened new positions in IVE, and 2 increased their existing holdings. The total reported buy value was $2.18 M.