Concentrated stock strategies now available through BlackRock
SpiderRock Advisors (SRA), BlackRock’s option overlay capability, can help clients manage their concentrated stock positions while seeking to reduce the overall tax burden.
*$1 million client account minimum for option overlays strategies. SpiderRock Advisors, LLC (“SRA”), an investment adviser registered with the SEC and a commodity trading advisor registered with the CFTC, provides discretionary options overlay investment strategies. SRA is an indirect wholly owned subsidiary of BlackRock, Inc.
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Aperio-BlackRock Active Tax US Large Cap APR-A Aperio-BlackRock Active Tax US Large Cap Dividend Yield Tilt APR-C Aperio-BlackRock Active Tax Foreign Developed APR-F Aperio-BlackRock Active Tax Total US Market APR-B Aperio-BlackRock Active Tax Global Indexing APR-D Aperio-BlackRock Active Tax Global Ex-US APR-E *US large cap strategies starts at $250k minimums, while all others start at $500k. Minimums are subject to change.
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Enhanced Short-Term Municipal Fixed Income BLC-1 Fact Sheet Sample Portfolio Enhanced Intermediate Municipal BLK-X Fact Sheet Sample Portfolio Enhanced Long-Term Municipal Fixed Income BLC-2 Fact Sheet Sample Portfolio Municipal Bond Ladder 1-5 Year BLK-L Fact Sheet Sample Portfolio Municipal Bond Ladder 1-10 Year BLK-M Fact Sheet Sample Portfolio Municipal Bond Ladder 5-15 Year BLK-K Fact Sheet Sample Portfolio Municipal Bond Ladder 10-20 Year BLK-J Fact Sheet Sample Portfolio Flexible Intermediate Taxable Fixed Income BLK-N Fact Sheet Sample Portfolio Intermediate Corporate Fixed Income BLK-Q Fact Sheet Sample Portfolio Global Fixed Income BLK-E Fact Sheet Core Bond BLR-F Fact Sheet Sample Portfolio Short Duration BAK-F Fact Sheet Sample Portfolio *Strategies starting at $125k. Minimums are subject to change.
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Capital Appreciation BLK-H Fact Sheet Sample Portfolio Equity Dividend BLK-1 Fact Sheet Sample Portfolio Global Dividend BLK-D Fact Sheet Sample Portfolio International Dividend ADR BLK-F Fact Sheet Sample Portfolio Large Cap Core BLK-O Fact Sheet Sample Portfolio Large Cap Value BLK-2 Fact Sheet Sample Portfolio *Strategies starting at $25k
Account minimums are subject to change
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Exposure across U.S, international and global indices through Aperio.
Customization allows for values aligned preferences and factor tilts, as well as the ability to blend benchmarks. Please contact your BlackRock representative for more information on Aperio solutions on CES.
*US large cap strategies starts at $250k minimums, while all others start at $500k. Minimums are subject to change.
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Enhanced Short-Term Municipal Fixed Income BLC1 Fact Sheet Sample Portfolio Enhanced Intermediate Municipal BLKX Fact Sheet Sample Portfolio Enhanced Long-Term Municipal Fixed Income BLC2 Fact Sheet Sample Portfolio Municipal Bond Ladder 1-5 Year BLKL Fact Sheet Sample Portfolio Municipal Bond Ladder 1-10 Year BLKM Fact Sheet Sample Portfolio Municipal Bond Ladder 5-15 Year BLKK Fact Sheet Sample Portfolio Municipal Bond Ladder 10-20 Year BLKJ Fact Sheet Sample Portfolio Flexible Intermediate Taxable Fixed Income BLKN Fact Sheet Sample Portfolio Intermediate Corporate Fixed Income BLKQ Fact Sheet Sample Portfolio Global Fixed Income BLKE Fact Sheet Short Duration BLK11 Fact Sheet Sample Portfolio Core Bond BLK12 Fact Sheet Sample Portfolio *Strategies starting at $1 million. Minimums are subject to change.
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Capital Appreciation BLKH Fact Sheet Sample Portfolio Equity Dividend BLK1 Fact Sheet Sample Portfolio Global Dividend BLK2 Fact Sheet Sample Portfolio International Dividend ADR BLKF Fact Sheet Sample Portfolio Large Cap Core BLK10 Fact Sheet Sample Portfolio Large Cap Value BLK4 Fact Sheet Sample Portfolio Large Cap Focus Value TBD Fact Sheet Sample Portfolio *Strategies starting at $250k
Account minimums are subject to change
Ready to get started?
If you’re ready to begin a conversation with us about our suite of SMA solutions, please email your BlackRock representative or reach out to our specialists at (415) 670 4200
