WHY iSHARES ETFs FOR THEMATIC INVESTING?
With over 25 thematic funds managing over $25 billion in assets,¹ iShares ETFs give investors access to broad themes, as well as targeted and active exposures aligned with mega forces -- all via the ease and tax-efficiency of exchange traded funds.
Artificial Intelligence
Exposure to companies across the artificial intelligence (AI) value chain, and active approaches to investing in AI.
Digital Assets
Gain exposure to bitcoin and Ether with the world's largest ETF provider,¹ and in the form of an Exchange-Traded Product, through a traditional brokerage account.
International
Capture global growth potential with ETFs that provide international exposure to developed and emerging markets.
WHAT ARE THE FIVE MEGA FORCES?
| Mega force | Description | Did you know? |
|---|---|---|
| Demographic divergence | Aging populations in major economies are poised to limit how much countries can produce and grow. By contrast, selected emerging market economies can benefit from younger populations and growing middle classes. | By 2050, there will be 2X as many persons aged 65 or older than children under 5 globally.2 |
| Digital disruption and artificial intelligence (AI) | Artificial intelligence can automate laborious tasks, analyze huge sets of data and help generate fresh ideas. Digital disruption goes beyond AI. | In 2024, 70% of executives will increase AI resourcing, with cost savings a major driver of adoption.3 |
| Geopolitical fragmentation and economic competition | In a marked departure from the post-Cold War period of increasing globalization, we see countries favoring national security and resilience over economic efficiency. | The rate of reshoring job announcements was over 60X higher in 2022 than in 2010.4 |
| Future of finance | A fast-evolving financial architecture is changing how households and companies use cash, borrow, transact and seek returns. | Of the 50 largest financial institutions, 1/3. are now data and technology firms, up from only two decades ago.5 |
| Transition to a low-carbon economy | The transition to a low-carbon economy is set to spur a massive reallocation of capital as energy systems are rewired. | Annual capital investment in the global energy sector is expected to rise to an average of US$4T per year through 2050, from just over US$2T per year as of 2023.6 |
ACCESS ACTIVE THEMATIC VIEWS IN ONE ETF
iShares U.S. Thematic Rotation Active ETF (THRO) provides dynamic and active thematic exposure in a single trade, aiming to tackle the questions investors must answer:
How do you identify themes to invest in?
Vast data sets and artificial intelligence drive THRO’s thematic opportunities, spanning a universe of >100 themes extracted daily.
How do you benchmark thematic returns?
THRO seeks to outperform the S&P 500 as a core US equity position.
How do you define entry and exit points?
THRO quantifies each theme’s return potential using proprietary signals of sentiment, crowding, and fundamentals.
HOW TO INVEST IN MEGA FORCES?
Thematic funds aligned with mega forces allow investors access to long-term transformations expected to have a profound impact on the global economy.
Aging populations in major economies are poised to limit how much countries can produce and grow. By contrast, selected emerging market economies can benefit from younger populations and growing middle classes.
Artificial intelligence can automate laborious tasks, analyze huge sets of data and help generate fresh ideas. Digital disruption goes beyond AI.
In a marked departure from the post-Cold War period of increasing globalization, we see countries favoring national security and resilience over economic efficiency.
A fast-evolving financial architecture is changing how households and companies use cash, borrow, transact and seek returns.
The transition to a low-carbon economy is set to spur a massive reallocation of capital as energy systems are rewired.
The iShares Ethereum Trust ETF and iShares Bitcoin Trust ETF are not investment companies registered under the Investment Company Act of 1940, and therefore are not subject to the same regulatory requirements as mutual funds or ETFs registered under the Investment Company Act of 1940.