Explore simplified investing | iShares - BlackRock (2024)

1 Source: Morningstar as of 3/31/2024.The iShares Core Aggressive Allocation ETF (AOA) 1-, 5-, and 10-year ranking in the US Fund Global Allocation category is 6%, 4% and 2% out of 370, 338, and 244 funds respectively. The iShares Core S&P 500 ETF (IVV) 1-, 5-, and 10-year ranking in the US Fund Large Blend category is 33%, 23% and 9% out of 1422, 1179, and 888 funds respectively. The iShares Core S&P Small-Cap ETF (IJR) 1-, 5-, and 10-year ranking in the US Fund Small Blend category is 74%, 60% and 17% out of 610, 552, and 384 funds respectively. The iShares Core S&P US Value ETF (IUSV) 1-, 5-, and 10-year ranking in the US Fund Large Value category is 25%, 16% and 17% out of 1204, 1058, and 816 funds respectively. The iShares Core S&P Total US Stock Mkt ETF (ITOT) 1-, 5-, and 10-year ranking in the US Fund Large Blend category is 45%, 48% and 31% out of 1422, 1179, and 888 funds respectively. The iShares Core S&P Mid-Cap ETF (IJH) 1-, 5-, and 10-year ranking in the US Fund Mid-Cap Blend category is 40%, 29% and 21% out of 423, 360, and 252 funds respectively. The iShares Core Moderate Allocation ETF (AOM) 1-, 5-, and 10-year ranking in the US Fund Moderately Conservative Allocation category is 36%, 49% and 40% out of 460, 409, and 297 funds respectively. The iShares Core S&P US Growth ETF (IUSG) 1-, 5-, and 10-year ranking in the US Fund Large Growth category is 69%, 45% and 36% out of 1191, 1037, and 807 funds respectively. The iShares Core MSCI EAFE ETF (IEFA) 1-, 5-, and 10-year ranking in the US Fund Foreign Large Blend category is 40%, 38% and 28% out of 748, 646, and 425 funds respectively. The iShares Core US Aggregate Bond ETF (AGG) 1-, 5-, and 10-year ranking in the US Fund Intermediate Core Bond category is 67%, 52% and 41% out of 470, 385, and 275 funds respectively. The iShares Core US REIT ETF (USRT) 1-, 5-, and 10-year ranking in the US Fund Real Estate category is 18%, 36% and 33% out of 250, 217, and 160 funds respectively. The iShares Core Growth Allocation ETF (AOR) 1-, 5-, and 10-year ranking in the US Fund Moderate Allocation category is 56%, 64% and 58% out of 738, 646, and 487 funds respectively. The iShares Core MSCI Total Intl Stk ETF (IXUS) 1-, 5-, and 10-year ranking in the US Fund Foreign Large Blend category is 62%, 63% and 54% out of 748, 646, and 425 funds respectively. The iShares Core 1-5 Year USD Bond ETF (ISTB) 1-, 5-, and 10-year ranking in the US Fund Short-Term Bond category is 80%, 65% and 47% out of 567, 494, and 359 funds respectively. The iShares Core MSCI Emerging Markets ETF (IEMG) 1-, 5-, and 10-year ranking in the US Fund Diversified Emerging Mkts category is 54%, 54% and 46% out of 817, 657, and 425 funds respectively. The iShares Core Conservative Allocation ETF (AOK) 1-, 5-, and 10-year ranking in the US Fund Moderately Conservative Allocation category is 75%, 80% and 75% out of 460, 409, and 297 funds respectively. The iShares Core 10+ Year USD Bond ETF (ILTB) 1-, 5-, and 10-year ranking in the US Fund Long-Term Bond category is 84%, 84% and 81% out of 36, 32, and 25 funds respectively. The iShares Core High Dividend ETF (HDV) 1-, 5-, and 10-year ranking in the US Fund Large Value category is 94%, 94% and 74% out of 1204, 1058, and 816 funds respectively. The iShares Core Dividend ETF (DIVB) 1- and 5-year ranking in the US Fund Large Value category is 36% and 12% out of 1204 and 1058 funds respectively. The iShares Core Dividend Growth ETF (DGRO) 1- and 5-year ranking in the US Fund Large Value category is 64% and 27% out of 1204 and 1058 funds respectively. The iShares Core International Aggt Bd ETF (IAGG) 1- and 5-year ranking in the US Fund Global Bond-USD Hedged category is 35% and 38% out of 112 and 101 funds respectively. The iShares Core MSCI Intl Dev Mkts ETF (IDEV) 1- and 5-year ranking in the US Fund Foreign Large Blend category is 42% and 30% out of 748 and 646 funds respectively. The iShares Core Total USD Bond Market ETF (IUSB) 1- and 5-year ranking in the US Fund Intermediate Core-Plus Bond category is 61% and 55% out of 624 and 527 funds respectively. The iShares Core MSCI Europe ETF (IEUR) 1- and 5-year ranking in the US Fund Europe Stock category is 61% and 58% out of 86 and 84 funds respectively. The iShares Core MSCI Pacific ETF (IPAC) 1- and 5-year ranking in the US Fund Diversified Pacific/Asia category is 27% and 25% out of 11 and 10 funds respectively. The iShares Core 5-10 Year USD Bond ETF (IMTB) 1- and 5-year ranking in the US Fund Intermediate Core-Plus Bond category is 68% and 74% out of 624 and 527 funds respectively. Past performance is no guarantee of future results.

2 As of December 29, 2023.

Explore simplified investing | iShares - BlackRock (2024)

FAQs

How much money do you have to have to invest with BlackRock? ›

The Automatic Investment Plan (“AIP”) allows you to invest in your BlackRock funds on a periodic basis for a minimum of $50 per fund.

Which is better, Vanguard or BlackRock? ›

Which platform offers better support for long-term, passive investing? Vanguard is renowned for its commitment to passive investing and is a popular choice for those seeking low-cost, long-term investment strategies. BlackRock offers a variety of options, including a good balance of active and passive options.

Is investing in BlackRock good? ›

BlackRock has 18.37% upside potential, based on the analysts' average price target. BlackRock has a consensus rating of Strong Buy which is based on 11 buy ratings, 2 hold ratings and 0 sell ratings. The average price target for BlackRock is $910.67.

What ETF is owned by BlackRock? ›

BlackRock ETF List
NameTickerTotal Return YTD
BlackRock Advantage Large Cap Income ETFBALI14.22%
BlackRock Flexible Income ETFBINC1.89%
BlackRock Floating Rate Loan ETFBRLN3.83%
BlackRock Future Climate and Sus Eco ETFBECO0.16%
21 more rows

What is the 4% rule in BlackRock? ›

The 4% rule is when you withdraw 4% of your retirement savings in your first year of retirement. In subsequent years, tack on an additional 2% to adjust for inflation. For example, if you have $1 million saved under this strategy, you would withdraw $40,000 during your first year in retirement.

Can normal people invest in BlackRock? ›

Buying shares in the BlackRock Income and Growth Investment Trust is easy. You can do so via a stockbroker or an online platform. You can also invest in investment trusts through your ISA with another provider or self-invested personal pension (SIPP).

Who is the real owner of BlackRock? ›

Larry Fink is the founder, CEO and chairman of powerhouse investment management firm BlackRock, one of the world's largest asset managers. He and seven partners founded BlackRock in 1988. Originally it was part of The Blackstone Group.

Who is the biggest investors in BlackRock? ›

BlackRock's largest institutional shareholders are Vanguard Group, BlackRock itself, State Street Global Advisors, Temasek Holdings, and Bank of America.

What is the best performing BlackRock fund? ›

BlackRock Funds List
NameTickerTotal Return YTD
BlackRock Health Sciences Opps RBHSRX8.67%
BlackRock Health Sciences Opps SvcSHISX8.82%
BlackRock International Dividend InstlBISIX5.40%
BlackRock International Dividend Inv ABREAX5.26%
21 more rows

What are the negatives of BlackRock? ›

Forests are disappearing

BlackRock is also the world's largest investor in forest destruction, including in the Amazon Rainforest. Forests are massive biodiversity hubs and carbon sinks, and we can't solve climate change without protecting what's left.

Why do people invest in BlackRock? ›

More and more investors put their trust in BlackRock, in large part because we offer more choice than any other firm in our industry.

Should I invest in BlackRock or BlackStone? ›

BlackRock offers stability and a wide range of passive investment products, making it suitable for investors looking for diversified and long-term investments. BlackStone, on the other hand, is ideal for those seeking high returns through focused, high-risk alternative investments.

What companies does BlackRock actually own? ›

Blackrock Holdings
#CompanySymbol
1Microsoft CorpMSFT
2Apple IncAAPL
3Amazon Com IncAMZN
4Meta Platforms IncMETA
66 more rows

Does BlackRock have a S&P 500 index fund? ›

Investment Approach

Invests in a portfolio of assets whose performance seeks to match the performance of the S&P 500® Index.

What are the best performing ETFs in BlackRock? ›

Blackrock ETF List: 436 ETFs
TickerFund Name3-Mo TR
IWFiShares Russell 1000 Growth ETF2.80%
IJHiShares Core S&P Mid-Cap ETF2.06%
IJRiShares Core S&P Small-Cap ETF1.56%
IEMGiShares Core MSCI Emerging Markets ETF4.26%
6 more rows

How much money do you need to invest in Blackstone? ›

Minimum initial investment for Class D, S and T shares is $2,500.

How much are BlackRock fees? ›

Private School Day Fees 2024
Official school nameDay fees 2023 (€)Day fees 2024 (€)
Blackrock College7665/78257,990
Castleknock College6,5926,790
Catholic University School5,7006,200
CBC Monkstown4,6304,800
16 more rows
Jan 7, 2024

How does BlackRock have $10 trillion? ›

BlackRock Inc.'s long-term investment funds took in $76 billion of net inflows in the first quarter, helping to push the world's largest money manager to a record $10.5 trillion of client assets.

What is the minimum investment? ›

The minimum investment is the specified smallest amount of capital that is required to buy into or invest in a security, asset, or opportunity. Mutual funds and hedge funds typically have minimum investments, although these can vary drastically from hundreds or thousands of dollars right up into the millions.

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