April 12, 2018 – iShares Product Launch
iShares MSCI USA Small-Cap ESG Optimized ETF
iShares is pleased to announce the launch of iShares MSCI USA Small-Cap ESG Optimized ETF (ticker: ESML), which seeks to track the investment results of the MSCI USA Small Cap Extended ESG Focus Index, which is composed of small-capitalization U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index, the MSCI USA Small Cap Index.
Why ESML?
- Exposure to U.S. companies that have infrastructure exposure and that could benefit from a potential increase in domestic infrastructure activities
- Equal-weighted exposure across the infrastructure value chain, from asset owners and operators to their upstream enablers
- Use to express a sector view
Fund Name | Ticker | CUSIP | Benchmark | Expense Ratio | Exchange |
---|---|---|---|---|---|
iShares MSCI USA Small-Cap ESG Optimized ETF | ESML | 46435U663 | MSCI USA Small Cap Extended ESG Focus Index | 0.17% | NASDAQ |
April 5, 2018 – iShares Product Launch
iShares Bloomberg Roll Select Commodity Strategy ETF
iShares is pleased to announce the launch of iShares Bloomberg Roll Select Commodity Strategy ETF (ticker: CMDY), which seeks to provide exposure, on a total return basis, to a diversified group of commodities.
Why CMDY?
- Exposure to 20 different commodities, including agriculture, energy, and metals through futures
- Designed to simplify tax filings as the fund does not require K-1 tax reporting
- Use to diversify your portfolio and to potentially protect against inflation
Fund Name | Ticker | CUSIP | Index Name | Expense Ratio | Exchange |
---|---|---|---|---|---|
iShares Bloomberg Roll Select Commodity Strategy ETF | CMDY | 46431W598 | CMDY is an active fund that seeks to maximize the correlation with the Bloomberg Roll Select Commodity Total Return Index | 0.28% | NYSE ARCA |
April 5, 2018 – iShares Product Launch
iShares U.S. Infrastructure ETF
iShares is pleased to announce the launch of iShares U.S. Infrastructure ETF (ticker: IFRA), which seeks to track the investment results of the NYSE FactSet U.S. Infrastructure Index which is a broad based index composed of equities of U.S. companies that have infrastructure exposure and that could benefit from a potential increase in domestic infrastructure activities.
Why IFRA?
- Exposure to U.S. companies that have infrastructure exposure and that could benefit from a potential increase in domestic infrastructure activities
- Equal-weighted exposure across the infrastructure value chain, from asset owners and operators to their upstream enablers
- Use to express a sector view
Fund Name | Ticker | CUSIP | Index Name | Expense Ratio | Exchange |
---|---|---|---|---|---|
iShares U.S. Infrastructure ETF | IFRA | 46435U713 | NYSE FactSet U.S. Infrastructure Index | 0.40% | CBOE |
March 23, 2018 – iShares Product Launch
iShares U.S. Evolved Sector ETFs
Effective March 23rd, iShares is pleased to announce the launch of seven new funds. The iShares U.S. Evolved Sector ETFs.
Why iShares U.S. Evolved Sector ETFs?
- Applies data science approach to provide exposure to the healthcare staples sector
- Employs machine learning techniques to determine which companies fit in the healthcare staples sector
- Use to seek diversification through sector exposure or to express a sector view
Fund Name | Ticker | CUSIP | Investment Objective | Expense Ratio | Exchange |
---|---|---|---|---|---|
iShares Evolved U.S. Discretionary Spending ETF | IEDI | 46431W663 | The fund seeks to provide exposure to U.S. companies with similar business drivers to traditionally defined consumer discretionary companies. | 0.18% | CBOE BZX |
iShares Evolved U.S. Consumer Staples ETF | IECS | 46431W671 | The fund seeks to provide exposure to U.S. companies with similar business drivers to traditionally defined consumer staples companies. | 0.18% | CBOE BZX |
iShares Evolved U.S. Financials ETF | IEFN | 46431W655 | The fund seeks to provide exposure to U.S. companies with similar business drivers to traditionally defined financial companies. | 0.18% | CBOE BZX |
iShares Evolved U.S. Healthcare Staples ETF | IEHS | 46431W689 | The fund seeks to provide exposure to U.S. companies with similar business drivers to traditionally defined healthcare companies. | 0.18% | CBOE BZX |
iShares Evolved U.S. Innovative Healthcare ETF | IEIH | 46431W622 | The fund seeks to provide exposure to U.S. companies with similar business drivers to traditionally defined healthcare companies. | 0.18% | CBOE BZX |
iShares Evolved U.S. Media and Entertainment ETF | IEME | 46431W630 | The fund seeks to provide exposure to U.S. companies with similar business drivers to traditionally defined media companies. | 0.18% | CBOE BZX |
iShares Evolved U.S. Technology ETF | IETC | 46431W648 | The fund seeks to provide exposure to U.S. companies with similar business drivers to traditionally defined technology companies. | 0.18% | CBOE BZX |
March 21, 2018 – iShares Product Launch
iShares iBonds Dec 2024 Term Muni Bond ETF
iShares is pleased to announce the launch of the iShares iBonds Dec 2024 Term Muni Bond ETF (ticker: IBMM), which seeks to track the investment results of an index composed of investment-grade U.S. municipal bonds maturing after December 31, 2023 and before December 2, 2024.
Why IBMM?
- Exposure to investment grade municipal bonds that mature in 2024
- Combine the defined maturity and regular income distribution characteristics of a bond with the transparency and tradability of a stock
- Use to seek tax-exempt income, build a bond ladder, and manage interest rate risk
Fund Name | Ticker | CUSIP | Investment Objective | Expense Ratio | Exchange |
---|---|---|---|---|---|
iShares iBonds Dec 2024 Term Muni Bond | IBMM | 02S997920 | S&P AMT-Free Municipal Series Dec 2024 Index | 0.18% | BATS |