ETFOptimize | High-performance ETF-based Investment Strategies

Quantitative strategies, Wall Street-caliber research, and insightful market analysis since 1998.


ETFOptimize | HOME
Close Window

BlackRock Announces Product Updates

BlackRock has one of the most comprehensive and diverse investment platforms in the industry, providing investors with choice to meet their individual needs. Investors are continuing to turn to BlackRock to unlock the full potential of their portfolios, as reflected by more than $2.2 trillion of net inflows in the past five years globally.1

In the U.S., BlackRock offers over 700 mutual funds and ETFs for investors to access different market exposures.2 As we evolve our platform and launch new strategies, we also constantly assess how our funds are meeting investors’ investment objectives and the evolving needs of our clients. Today, BlackRock is announcing the upcoming liquidation of 14 U.S.-domiciled mutual funds and ETFs.

Fund Name

Last

Trading

Date

Liquidation

Date
3

BlackRock Impact Mortgage Fund*

N/A

9/19/2025

BlackRock Impact Municipal Fund*

N/A

9/19/2025

BlackRock Retirement Income 2040 Fund

N/A

7/18/2025

BlackRock Sustainable Aware Advantage Global Equity Fund*

N/A

7/18/2025

BlackRock Sustainable Emerging Markets Equity Fund*

N/A

9/19/2025

BlackRock Sustainable Total Return Fund*

N/A

9/19/2025

iShares Commodity Curve Carry Strategy ETF (NYSE: CCRV)

8/18/2025

8/21/2025

iShares Emergent Food and AgTech Multisector ETF (Nasdaq: IVEG)

8/18/2025

8/21/2025

iShares ESG Advanced Investment Grade Corporate Bond ETF (NYSE: ELQD)*

8/18/2025

8/21/2025

iShares Focused Value Factor ETF (NYSE: FOVL)

8/18/2025

8/21/2025

iShares Future Cloud 5G and Tech ETF (NYSE: IDAT)

8/18/2025

8/21/2025

iShares Inflation Hedged High Yield Bond ETF (NYSE: HYGI)

8/18/2025

8/21/2025

iShares Inflation Hedged U.S. Aggregate Bond ETF (NYSE: AGIH)

8/18/2025

8/21/2025

iShares MSCI Water Management Multisector ETF (Nasdaq: IWTR) *

8/18/2025

8/21/2025

BlackRock’s sustainable and transition investing platform is entrusted to manage more than $1 trillion in client assets, increasing approximately 850% over the last five years, and includes more than 500 products globally. 4

As described in the prospectuses, investors will incur management fees until the liquidations are complete. In addition to the management fee, investors who opt to sell an ETF will bear the usual transaction and commissions costs in the secondary market. In both cases, investors may see a capital gain or loss on their investment.

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 | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

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 1500+ exchange traded funds (ETFs) and $4.3 trillion in assets under management as of March 31, 2025, 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.

Transactions in shares of ETFs may result in brokerage commissions and may generate tax consequences. All regulated investment companies are obliged to distribute portfolio gains to shareholders. This material does not constitute any specific legal, tax or accounting advice. Please consult with qualified professionals for this type of advice.

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.

The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”).

© 2025 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.

____________________

1 BlackRock, as of March 31, 2025

2 BlackRock, as of May 13, 2025

3 Proceeds of the liquidation are scheduled to be sent to the shareholders on or around Liquidation Date.

4 BlackRock as of December 2024. This includes some transition-focused strategies that also meet our Sustainable Investing Platform criteria (Screened, Uplift, Thematic, and Impact strategies using environmental, social and/or governance data as a portfolio construction input and a subset also seek to achieve long-term sustainability outcomes in line with each specific investment objective).

*Fund falls within BlackRock’s sustainable and transition investing platform.

 

Contacts

Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms Of Service.


 

IntelligentValue Home
Close Window

DISCLAIMER

All content herein is issued solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy, nor should it be interpreted as a recommendation to buy, hold or sell (short or otherwise) any security.  All opinions, analyses, and information included herein are based on sources believed to be reliable, but no representation or warranty of any kind, expressed or implied, is made including but not limited to any representation or warranty concerning accuracy, completeness, correctness, timeliness or appropriateness. We undertake no obligation to update such opinions, analysis or information. You should independently verify all information contained on this website. Some information is based on analysis of past performance or hypothetical performance results, which have inherent limitations. We make no representation that any particular equity or strategy will or is likely to achieve profits or losses similar to those shown. Shareholders, employees, writers, contractors, and affiliates associated with ETFOptimize.com may have ownership positions in the securities that are mentioned. If you are not sure if ETFs, algorithmic investing, or a particular investment is right for you, you are urged to consult with a Registered Investment Advisor (RIA). Neither this website nor anyone associated with producing its content are Registered Investment Advisors, and no attempt is made herein to substitute for personalized, professional investment advice. Neither ETFOptimize.com, Global Alpha Investments, Inc., nor its employees, service providers, associates, or affiliates are responsible for any investment losses you may incur as a result of using the information provided herein. Remember that past investment returns may not be indicative of future returns.

Copyright © 1998-2017 ETFOptimize.com, a publication of Optimized Investments, Inc. All rights reserved.