2018 Guide to ETFs and Derivatives

Efficiency, precise exposures, improved flexibility and low cost are all features that have contributed to ETFs assuming a more prominent role alongside traditional derivatives.

The 2018 Guide to ETFs and Derivatives:

  • Addresses how breakthroughs in technology, new regulatory standards and improved risk management practices are prompting investors to develop new approaches to vehicle selection.
  • Helps investors to identify where ETFs can enhance their existing investment toolkit.
  • Offers a framework for comparison and case studies to evaluate when ETFs can be used alongside futures, swaps and options.

Download the guide and don’t miss an opportunity to learn how other institutional investors are using ETFs alongside derivatives. For institutional investors only.

1. Source: Greenwich Associates 2016 U.S Exchange-Traded Funds Study. Based on 23 responses in 2015 and 21 in 2016 from institutional investors who use futures to access beta. This study was sponsored by BlackRock.

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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.

Investment comparisons are for illustrative purposes only. To better understand the similarities and differences between investments, including investment objectives, risks, fees and expenses, it is important to read the products' prospectuses.

Buying and selling shares of ETFs will result in brokerage commissions.

There can be no assurance that an active trading market for shares of an ETF will develop or be maintained.

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

Options involve risk and are not suitable for all investors. Prior to buying or selling an option, a person must receive a copy of "Characteristics and Risks of Standardized Options." Copies of this document may be obtained from your broker, from any exchange on which options are traded or by contacting The Options Clearing Corporation, One North Wacker Dr., Suite 500, Chicago, IL 60606 (1-888-678-4667). The document contains information on options issued by The Options Clearing Corporation. The document discusses exchange traded options issued by The Options Clearing Corporation and is intended for educational purposes. No statement in the document should be construed as a recommendation to buy or sell a security or to provide investment advice. If you need further information, please feel free to call the Options Industry Council Helpline. They will be able to provide you with balanced options education and tools to assist you with your iShares options questions and trading. The Options Industry Council Helpline phone number is 1-888-Options (1-888-678-4667) and its website is www.888options.com.

Options on iShares ETFs are issued by the Options Clearing Corporation, which is not affiliated with BlackRock. BlackRock does not offer or issue options on iShares ETFs, nor is this a service provided by BlackRock. There is no guarantee that options will be available for any particular ETF. iShares ETFs may directly or indirectly benefit from increased usage of options on iShares ETFs as reference assets for derivative based strategies.

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