Key stats
About iShares U.S. Thematic Rotation Active ETF
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Inception date
Dec 14, 2021
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
BlackRock Fund Advisors
Distributor
BlackRock Investments LLC
THRO provides multiple US thematic exposures through a systematic framework focused on three processes: theme identification, theme evaluation, and portfolio construction. The fund adviser uses statistical techniques, data sets, and models to identify relevant themes, which are evaluated through proprietary alpha signals. This produces forecasts for each themes attributes (e.g., flow activity and investor sentiment). The portfolio consists of securities that have relevant theme involvement and above-average earnings growth potential. Note that the fund adviser does not specify particular theme/s it focuses on, and the funds active mandate allows dynamic rotation in and out of themes and securities. During temporary defensive periods, the fund may invest in liquid short-term investments. Strategic transactions such as derivatives may also be used for hedging and other risk management purposes. Prior to Oct. 10, 2024, the fund used Blackrock branding and traded with the ticker BTHM.
Classification
What's in the fund
Exposure type
Technology Services
Electronic Technology
Retail Trade
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.