BlackRock Broadens Outcomes Suite with Equity BuyWrite ETFs
2024年3月15日 - 9:00PM
ビジネスワイヤ(英語)
Target enhanced monthly income with an exchange
traded fund utilizing a covered call strategy on either U.S.
large-cap or small-cap equities
BlackRock today announced the launches of the iShares S&P
500 BuyWrite ETF (Cboe: IVVW) and the iShares Russell 2000 BuyWrite
ETF (Cboe: IWMW), which seek to generate an attractive monthly
income and help investors diversify their income sources.
The ETFs provide access to a differentiated source of income by
selling monthly call options on their underlying indices – in
addition to receiving dividend income – in a single-ticker
solution. The Funds expand BlackRock’s outcome-oriented strategies,
joining a lineup which includes fixed income BuyWrite and buffer
ETF strategies, among others.
“Income remains top of mind as investors move out of cash and
prepare for a shift in monetary policy,” said Rachel Aguirre,
Head of U.S. iShares Product at BlackRock. “These equity
BuyWrite ETFs simplify access to a well-known options strategy for
investors seeking to capture enhanced income opportunities in the
US equity market. Alongside our fixed income BuyWrite ETFs,
investors now have an expanded toolkit to diversify their income
sources.”
ETF
Index
Expenses
iShares S&P 500 BuyWrite ETF
(IVVW)
S&P 500 Index
0.25%
iShares Russell 2000 BuyWrite ETF
(IWMW)
Russell 2000 Index
0.39%
Enhance Equity Income Beyond Traditional Sources
Shareholders can anticipate monthly distribution of the call
option premiums collected and dividends distributions on a
quarterly basis, while providing incremental limited equity upside
exposure. Supported by BlackRock’s extensive derivative investing
expertise, these ETFs implement a popular options strategy with the
liquidity and convenience of an ETF wrapper.
As client demand for outcome-oriented strategies continues to
grow, BlackRock is positioned to enable access to both broad and
specialized exposures throughout the market. BlackRock equips
clients with an extensive and complementary array of portfolio
tools spanning active and index strategies in their wrapper of
choice.
About BlackRock
BlackRock’s purpose is to help more and more people experience
financial well-being. As a fiduciary to investors and a leading
provider of financial technology, we help millions of people build
savings that serve them throughout their lives by making investing
easier and more affordable. For additional information on
BlackRock, please visit www.blackrock.com/corporate
About iShares
iShares unlocks opportunity across markets to meet the evolving
needs of investors. With more than twenty years of experience, a
global line-up of 1400+ exchange traded funds (ETFs) and $3.5
trillion in assets under management as of December 31, 2023,
iShares continues to drive progress for the financial industry.
iShares funds are powered by the expert portfolio and risk
management of BlackRock.
Carefully consider the Funds' investment objectives, risk
factors, and charges and expenses before investing. This and other
information can be found in the Funds' prospectuses or, if
available, the summary prospectuses which may be obtained by
visiting www.iShares.com or www.blackrock.com. Read the prospectus
carefully before investing.
Investing involves risk, including possible loss of
principal.
A BuyWrite Strategy ETF’s use of options may reduce returns or
increase volatility. During periods of very low or negative
interest rates, the Underlying Fund may be unable to maintain
positive returns. Very low or negative interest rates may magnify
interest rate risk. In a falling interest rate environment, the ETF
may underperform the Underlying Fund. By writing covered call
options in return for the receipt of premiums, the ETF will give up
the opportunity to benefit from increases in the value of the
Underlying Fund but will continue to bear the risk of declines in
the value of the Underlying Fund. The premiums received from the
options may not be sufficient to offset any losses sustained from
the volatility of the Underlying Fund over time. The ETF will be
subject to capital gain taxes, ordinary income tax and other tax
considerations due to its writing covered call options
strategy.
The iShares Funds are not sponsored, endorsed, issued, sold or
promoted by Cboe Global Markets, Inc, Russell Investment Group, or
S&P Dow Jones Indices LLC. None of these companies make any
representation regarding the advisability of investing in the
Funds. BlackRock Investments, LLC is not affiliated with the
companies listed above.
The Funds are distributed by BlackRock Investments, LLC
(together with its affiliates, “BlackRock”).
© 2024 BlackRock, Inc. or its affiliates. All Rights Reserved.
BLACKROCK and iSHARES are trademarks of BlackRock,
Inc. or its affiliates. All other trademarks are those of their
respective owners.
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version on businesswire.com: https://www.businesswire.com/news/home/20240315741909/en/
Media contacts
Jenna Merchant Jenna.merchant@blackrock.com +1 (914)
329-5684
Joanna Yau Joanna.yau@blackrock.com +1 (646) 856-7274
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