Equity

BELT

iShares Long-Term U.S. Equity Active ETF

  • NAV as of Mar 28, 2025 $27.66
  • 1 Day NAV Change as of Mar 28, 2025 -0.85 (-2.97%)
  • NAV Total Return as of Mar 28, 2025 YTD: -7.44%
  • Fees as stated in the prospectus Expense Ratio: 0.75%

Overview

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Performance

Performance

Growth of Hypothetical $10,000

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Chart
Line chart with 196 data points.
The chart has 1 X axis displaying Time. Range: 2024-06-17 00:00:00 to 2025-03-28 00:00:00.
The chart has 1 Y axis displaying values. Range: -20 to 10.
YTD6M1Y3Y5Y10YAll
End of interactive chart.
The Hypothetical Growth of $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Fund expenses, including management fees and other expenses were deducted.

The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted, and numbers may reflect small variances due to rounding. Standardized performance and performance data current to the most recent month end may be found in the Performance section.

Distributions

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Premium/Discount

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  1y 3y 5y 10y Incept.
Total Return (%) - - - - -
Market Price (%) - - - - -
Benchmark (%) - - - - -
After Tax Pre-Liq. (%) - - - - -
After Tax Post-Liq. (%) - - - - -
  YTD 1m 3m 6m 1y 3y 5y 10y Incept.
Total Return (%) - -2.93 -1.13 -0.17 - - - - -1.38
Market Price (%) - -2.89 -1.06 -0.80 - - - - -1.36
Benchmark (%) - -2.38 2.41 8.44 - - - - 8.22
After Tax Pre-Liq. (%) - -2.93 -1.13 -0.17 - - - - -1.38
After Tax Post-Liq. (%) - -1.73 -0.67 -0.10 - - - - -0.82
  2020 2021 2022 2023 2024
Total Return (%) - - - - -
Market Price (%) - - - - -
Benchmark (%) - - - - -
The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted.

The ETF total return may appear to diverge from the return of its benchmark. This may be due to the use of systematic fair value. Click here for more information

The ETF total return is based on the ETF’s net asset value, which uses systematic fair value to price certain foreign assets as of 4:00 p.m. Eastern time (when foreign markets may be closed). The benchmark return uses local market closing prices which may differ from systematic fair value prices. This difference may result in divergence of ETF total return and benchmark return. For more information, please consult the fund’s prospectus. Institutional Non-Fair Value Impact Report

Key Facts

Key Facts

Net Assets of Fund
as of Mar 28, 2025
$10,233,110
Exchange
NASDAQ
Benchmark Index
S&P 500 Index (USD)
Distribution Frequency
Quarterly
CUSIP
09290C814
Non-FV NAV
as of Mar 28, 2025
27.66
30 Day Median Bid/Ask Spread
as of Mar 28, 2025
0.14%
Fund Launch Date
Jun 17, 2024
Asset Class
Equity
Shares Outstanding
as of Mar 28, 2025
370,000
Premium/Discount
as of Mar 28, 2025
0.05%
Closing Price
as of Mar 28, 2025
27.67
30 Day Avg. Volume
as of Mar 28, 2025
1,733.00
Daily Volume
as of Mar 28, 2025
4,389.00

Portfolio Characteristics

Portfolio Characteristics

Number of Holdings
as of Mar 28, 2025
21
30 Day SEC Yield
as of Feb 28, 2025
-0.32%
Standard Deviation (3y)
as of -
-
Equity Beta (3y)
as of -
-
12m Trailing Yield
as of -
-
This information must be preceded or accompanied by a current prospectus. For standardized performance, please see the Performance section above.

Fees

Fees

as of current prospectus
Management Fee 0.75%
Acquired Fund Fees and Expenses 0.00%
Other Expenses 0.00%
Expense Ratio 0.75%

The amounts shown above are as of the current prospectus, but may not include extraordinary expenses incurred by the Fund over the past fiscal year. Amounts are rounded to the nearest basis point, which in some cases may be "0.00".

Holdings

Holdings

Detailed Holdings and Analytics
Holdings are subject to change.



The values shown for “market value,” “weight,” and “notional value” (the “calculated values”) are based off of a price provided by a third-party pricing vendor for the portfolio holding and do not reflect the impact of systematic fair valuation (“the vendor price”). The vendor price is not necessarily the price at which the Fund values the portfolio holding for the purposes of determining its net asset value (the “valuation price”). Holdings data shown reflects the investment book of record, which may differ from the accounting book of record used for the purposes of determining the Net Assets of the Fund. Additionally, where applicable, foreign currency exchange rates with respect to the portfolio holdings denominated in non-U.S. currencies for the valuation price will be generally determined as of the close of business on the New York Stock Exchange, whereas for the vendor price will be generally determined as of 4 p.m. London. The calculated values may have been different if the valuation price were to have been used to calculate such values. The vendor price is as of the most recent date for which a price is available and may not necessarily be as of the date shown above.

Please see the “Determination of Net Asset Value” section of each Fund’s prospectus for additional information on the Fund’s valuation policies and procedures.

Exposure Breakdowns

Exposure Breakdowns

as of Mar 28, 2025

% of Market Value

Allocations are subject to change.

Portfolio Managers

Portfolio Managers

Alister Hibbert
Alister Hibbert
Head of Fundamental Equities’ Strategic Equity Team, Portfolio Manager, Managing Director

    

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Alister Hibbert, Managing Director, is Head of BlackRock's Strategic Equity Team within the Fundamental Equities division of BlackRock's Portfolio Management Group, and serves on BlackRock’s Global Operating Committee.

 

Mr. Hibbert is founder and co-portfolio manager of the BlackRock Strategic Equity Hedge Fund Strategy. Under his leadership, the Strategy has grown to be BlackRock’s flagship equity hedge fund, winning multiple awards including Eurohedge Fund of the Year. He is also founder and co-portfolio manager of the BlackRock Global Unconstrained Equity Strategy.

 

Prior to establishing the Strategic Equity Team in 2020, Mr. Hibbert was a senior member of BlackRock’s European Equity Team, helping build the dominant market-share-leading franchise in Europe, and personally managing over US$15bn in the European Dynamic Strategy. As portfolio manager of this Strategy, Mr. Hibbert was a platinum winner in the Portfolio Adviser Fund Awards on multiple occasions and won Lipper Europe awards for 10 consecutive years. He was admitted to the FE Alpha Manager Hall of Fame in 2019.

 

Mr. Hibbert joined BlackRock in 2008, having previously served as an investment director with Scottish Widows Investment Partnership from 2005 where he was responsible for continental European portfolios. Prior to this, Mr. Hibbert was a European equity portfolio manager with Oechsle International (2004-2005) and Invesco Perpetual (1996-2004). He began his career with accountants Ernst & Young in 1994.

 

Mr. Hibbert holds a Bachelor of Science degree in Economics from the University of Bristol, UK, where he frequently gives talks to current students interested in careers in financial services. He is the founder and chair of a children’s education foundation, assisting schools in unofficial settlements in Africa, and serves on the Development Committee of Caterham School, UK.

Michael Constantis
Michael Constantis
Managing Director

    

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Michael Constantis, CFA, Managing Director and portfolio manager, is a member of the Strategic Equity Team within the Fundamental Equity business of BlackRock's Portfolio Management Group. He is a founder and co-portfolio manager of the BlackRock Strategic Equity Hedge Fund Strategy. He also manages Global and European equity portfolios adopting an unconstrained investment style.

 

Mr. Constantis' service with the firm dates back to 2005, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. Prior to joining MLIM, he was at Deutsche Asset Management, where he was a member of the Global Telecoms team, responsible for recommendations on major European telecom stocks.

 

Mr. Constantis earned a BSc degree in Economics from University College London in 2001.

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