EXCHANGE TRADED FUNDS (ETFs)

ACCESS MORE WITH iSHARES

Entrusted with more assets than any other investment firm in the world, iShares offers a lineup of 400+ index and active ETFs that enable advisors to customize any client portfolio.¹

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AN INDUSTRY LEADER

Our passion to innovate has allowed us to meet evolving client needs and lead the way to a better financial future.

CHOICE- INVEST YOUR WAY

iShares offers clients the choice between 400+ index and active ETFs and 100s of ways to tailor portfolios - helping millions of Americans achieve their financial goals.

Core

iShares core ETFs offer the basic building blocks of an investment portfolio.

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Fixed Income

iShares fixed income ETFs can help clients meet their goals, whether they be equity diversification, stability, or income.

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Factors

iShares factor ETFs provide access to stocks that exhibit factors that historically have driven portfolio returns.

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Thematics

iShares thematic ETFs focus on long-term themes, including technological and consumer-driven trends.

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Outcome

iShares outcome ETFs are innovative, options-based strategies designed to help investors potentially achieve specific investing goals.

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Sustainable

iShares sustainable ETFs can help grow your practice and express your clients’ preferences in their portfolios.

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iSHARES IS THE MOST USED ETF ISSUER²

iShares products are engineered by investments professionals with discipline and deep risk management expertise.

Powered by Aladdin®, our risk management platform

$204bn in new ETF and index MF assets entrusted to iShares in 2023, more than any other firm.³

Majority of the largest U.S. asset managers use iShares in their open-end funds.⁴

VALUE

iShares helps you keep more of what you earn. iShares provide advisors with a broad range of quality ETFs which are low-cost and tax efficient.

Low cost

Since 2015, iShares has helped save investors nearly $600m through fee reductions.⁵

Commission-free

iShares ETFs are now available commission-free on over 100 wealth platforms in 20 countries.⁶

Tax efficient

0% of iShares U.S. Style box ETFs paid out a gain over the past 5 years, vs. 81% of U.S. actively managed equity mutual funds.⁷

iSHARES ACTIVE ETF PLATFORM

iShares offers active ETFs managed by fundamental equities, global fixed income, systematic, and multi-asset strategy portfolio managers.

$2.6T

in active assets under management.⁸

$3.5T

in ETF assets under management.⁹

THE BENEFITS OF ACTIVE ETFs

TAX EFFICIENCY

Over the past five years, 53% of active mutual funds have distributed capital gains, compared to just 16% of active ETFs. Additionally, the average size of the capital gain was larger for mutual funds, at 3.3% of NAV, compared to 1.2% for active ETFs.¹⁰

LOW-COST AND GREATER TRANSPARENCY

Advisors are increasingly turning to active ETFs to pursue alpha or specific outcomes at a low-cost, while closely managing portfolio exposures through daily transparency of holdings.

LIQUIDITY AND MARKET QUALITY

Active ETFs trade just like stocks, offering intraday liquidity on an exchange during market hours.¹¹ The market for active ETFs has also matured over the past four years with daily trading volumes more than doubling and bid-ask spreads narrowing.¹²

ACCESS TO INNOVATIVE STRATEGIES

BlackRock's active ETF platform provides convenient access to innovative strategies, whether you seek to beat a benchmark, target a specific investment outcome, or access a difficult to index segment of the market.

iSHARES ACTIVE ETF LINEUP

iShares offers active ETFs managed by fundamental equities, global fixed income, systematic and multi-asset strategies.¹³

FIXED INCOME

EQUITY

READ LATEST iSHARES INSIGHTS

Adding alpha in taxable portfolios with active ETFs

Oct 14, 2024 | BlackRock

Active ETFs can deliver alpha in a more tax-efficient manner, changing the index/active calculus in taxable portfolios.

2024 Fall Investment Directions

Oct 01, 2024 | BlackRock

2024 Fall Investment Directions outlines investment opportunities across asset classes, regions, and strategies based on our market and macroeconomic views.

Modernize your approach to high net worth portfolios

Jul 29, 2024 | BlackRock

Innovative investment strategies, including direct indexing, options, and private markets, may help high net worth investors maximize after-tax returns.

How active ETFs are unlocking innovation and opportunity for investors

Jul 24, 2024 | BlackRock

Learn why active ETFs are becoming an increasingly important part of investor toolkits around the world.

Investment Directions - Midyear 2024

Jul 09, 2024 | Gargi Chaudhuri

2024 Midyear Investment Directions outlines investment opportunities across asset classes, regions, and strategies based on our market and macroeconomic views.

Expanding your options for downside protection

Jul 01, 2024 | Robert Hum, CAIA

iShares Buffer ETFs can help advisors mitigate risk by targeting a defined level of downside protection, while still participating in markets up to a cap.

Multifactor – the Moneyball of Investing

Jun 17, 2024 | Robert Hum, CAIA

Learn how multifactor ETFs use differentiated sources of return to provide a consistent exposure to rewarded factors.

Insight on India, the world’s fastest-growing major economy

May 01, 2024 | BlackRock

Discover how favorable demographics and geopolitical shifts may be turbocharging India’s path to becoming a top global economy.

Vehicle structure, strategy and asset class impact fund tax efficiency

Apr 10, 2024 | BlackRock

ETFs have historically been more tax-efficient than Mutual Funds. Learn what drives tax efficiency and how Active ETFs fit in the picture.

iShares Spring 2024 Investment Directions

Apr 04, 2024 | Gargi Chaudhuri

iShares Spring 2024 Investment Directions outlines key opportunities across asset classes and regions based on our market and macroeconomic views.

iShares 2024 Year Ahead Outlook

Dec 05, 2023 | Gargi Chaudhuri

2024 Year Ahead Outlook captures key market and macro moves while unpacking investment opportunities across U.S. fixed income, equities, and thematic exposures.