IBLC - ETF AI Analysis
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iShares Blockchain and Tech ETF (IBLC)
Rating:54Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, showing that its blockchain and tech focus has recently worked in investors’ favor.
Beneficial Exposure to Leading Chip Makers
Holdings like Nvidia and AMD have shown strong performance, helping support the fund’s overall returns.
Focused Blockchain and Financial Exposure
The fund’s heavy tilt toward financial and blockchain-related companies gives investors targeted access to this specific growth theme.
Negative Factors
High Concentration in a Few Names
A small group of holdings, including Coinbase and several miners, makes up a large share of the portfolio, increasing the impact if any one of them struggles.
Several Weak Top Holdings
Some major positions such as Coinbase, Circle Internet Group, and BitMine Immersion Technologies have shown weak performance, which can drag on the fund.
Short-Term Volatility
The recent negative one-month result suggests the ETF can be quite volatile over short periods, which may be uncomfortable for more cautious investors.
IBLC vs. SPDR S&P 500 ETF (SPY)
AUM83.29M
RegionGlobal
Expense Ratio0.47%
Beta2.40
IssueriShares
Inception DateApr 25, 2022
Dividend Yield5.95%
Asset ClassEquity
Index TrackedICE FactSet Global Blockchain Technologies Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume9,202
30 Day Avg. Volume15,990
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
68.31Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering38
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IBLC Summary
The iShares Blockchain and Tech ETF (IBLC) is a fund that follows the ICE FactSet Global Blockchain Technologies Index, focusing on companies that use or support blockchain technology. It mainly holds U.S. financial and tech firms tied to digital assets and blockchain tools. Well-known names in the fund include Coinbase, Nvidia, AMD, and Mastercard. Someone might invest in IBLC if they want targeted exposure to the potential growth of blockchain and related technologies without picking individual stocks. A key risk is that it is heavily tied to blockchain and crypto-related companies, so its price can be very volatile and may swing sharply up or down.
How much will it cost me?The iShares Blockchain and Tech ETF (IBLC) has an expense ratio of 0.47%, which means you’ll pay $4.70 per year for every $1,000 invested. This expense ratio is slightly higher than average because the fund is actively managed and focuses on a niche sector like blockchain technology, which requires specialized research and expertise.
What would affect this ETF?The iShares Blockchain and Tech ETF (IBLC) could benefit from increased adoption of blockchain technology across industries like finance and supply chain, as well as growing interest in cryptocurrencies and digital transactions. However, it may face challenges from regulatory scrutiny on blockchain and cryptocurrency sectors, as well as potential economic downturns that could reduce investment in technology-focused companies. Its global exposure and reliance on top holdings like Coinbase and Riot Platforms make it sensitive to both technological advancements and market volatility in the blockchain space.
IBLC Top 10 Holdings
IBLC is essentially a high-octane bet on the blockchain ecosystem, with a heavy tilt toward crypto platforms and miners plus a dash of AI chips. Coinbase sits in the driver’s seat but has been losing altitude this year, while Circle and BitMine are also lagging and acting like a headwind. On the brighter side, Hut 8, Riot, Cipher Mining, and AMD have been rising or showing mixed but improving trends, helping to steady the ride. The fund is globally diversified but thematically concentrated in blockchain and related tech, not broad market exposure.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Coinbase Global | 12.64% | $10.45M | $38.53B | -53.96% | 68 Neutral | |
| IREN | 7.29% | $6.03M | $13.13B | 141.20% | 64 Neutral | |
| Hut 8 | 6.45% | $5.34M | $12.12B | 453.11% | ― | |
| Circle Internet Group, Inc. Class A | 6.35% | $5.25M | $15.56B | -63.38% | 64 Neutral | |
| BitMine Immersion Technologies | 5.56% | $4.60M | $10.42B | -44.04% | ― | |
| Mastercard | 5.10% | $4.21M | $506.64B | 0.20% | 75 Outperform | |
| Tencent Holdings | 4.75% | $3.93M | HK$4.28T | -11.52% | 75 Outperform | |
| Cipher Mining | 4.57% | $3.78M | $9.13B | 365.51% | 56 Neutral | |
| Advanced Micro Devices | 4.55% | $3.77M | $776.41B | 174.15% | 73 Outperform | |
| Nvidia | 4.42% | $3.65M | $4.86T | 14.80% | 76 Outperform |
IBLC Technical Analysis
Negative
―
Price Trends
48.40
Negative
46.46
Negative
46.05
Negative
Market Momentum
-1.09
Negative
45.48
Neutral
65.84
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IBLC, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 44.44, equal to the 50-day MA of 48.40, and equal to the 200-day MA of 46.05, indicating a bearish trend. The MACD of -1.09 indicates Negative momentum. The RSI at 45.48 is Neutral, neither overbought nor oversold. The STOCH value of 65.84 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IBLC.
IBLC Peer Comparison
Comparison Results
Performance Comparison
IBLC
iShares Blockchain and Tech ETF
43.76
5.20
13.49%
HECO
SPDR Galaxy Hedged Digital Asset Ecosystem ETF
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―
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BCDF
Horizon Kinetics Blockchain Development ETF
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―
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DECO
SPDR Galaxy Digital Asset Ecosystem ETF
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―
―
MNRS
Grayscale Bitcoin Miners ETF
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―
BLCK
Corgi Crypto Infrastructure ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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