RESOURCES FOR INSTITUTIONS

ETF Wrap: Insights by iShares Commercial [script]

 

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Exchange traded funds have changed the way tens of millions of people invest. Today there are over 3,000 US listed ETFs, with almost 400 launched in 2022 alone¹. There is also a rapidly expanding catalog of ETF use cases [on screen: from low-cost core portfolio building blocks to substitutes for derivatives, liquidity sleeves, tax loss harvesting, and transition management], making it increasingly challenging for investors to stay on top of trends across the ETF ecosystem.

Source: Morningstar, as of 12/31/2022

 

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Lauren McLaughlin, iShares Product Consulting

 

“My name is Lauren McLaughlin, and my team delivers product insights and investment solutions to global investors. We regularly meet with institutional and wealth clients to talk through what’s driving ETF flows, offer unique intelligence from client engagements, and discuss recent changes to our product suite, including funds that have crossed key asset thresholds such as $1 billion in AUM, fee cuts, and product launches. This all comes together in our monthly insights piece, which provides a mark-to-market on key trends across the ETF industry and iShares platform.

 

“If you are an ETF specialist, wealth manager, or global institution interested in gaining access to these insights, please contact your relationship manager or visit us at https://ishares.com/us/resources/institutional-investors.”

 

[or]

“If you are an ETF specialist, wealth manager, or global institution interested in gaining access to these insights, please contact your relationship manager or visit the link on screen.”

 

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https://ishares.com/us/resources/institutional-investors

 

 

Important disclosures:

 

Visit www.iShares.com to view a prospectus, which includes investment objectives, risks, fees, expenses and other information that you should read and consider carefully before investing.

 

Investing involves risk, including possible loss of principal.

 

Buying and selling shares of ETFs may result in brokerage commissions. There can be no assurance that an active trading market for shares of an ETF will develop or be maintained.

 

This information should not be relied upon as research, investment advice, or a recommendation regarding any products, strategies, or any security in particular. This material is strictly for illustrative, educational, or informational purposes and is subject to change.

 

Prepared by BlackRock Investments, LLC, member FINRA.

 

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