tiprankstipranks
Advertisement

BILT - ETF AI Analysis

Compare

Top Page

BILT

iShares Infrastructure Active ETF (BILT)

Rating:65Neutral
Price Target:
BILT, the iShares Infrastructure Active ETF, has a solid but not top-tier rating, reflecting a mix of strong infrastructure leaders and some holdings with notable risks. High-quality positions like Aena SA, with robust revenue growth, high profitability, no debt, and an attractive dividend, and Williams Co, supported by strong earnings and supportive technical trends, help lift the fund’s overall quality. However, weaker names such as Transurban Group, which faces mixed financial performance, bearish technical signals, and valuation concerns, and several utilities with high leverage and cash flow challenges introduce risk, with a key overall risk being exposure to companies carrying significant debt and facing bearish price trends.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum in its strategy.
Leading Infrastructure Holdings
Many of the largest positions, including major utilities, railroads, and energy companies, have delivered strong year-to-date results that support the fund’s returns.
Global Infrastructure Exposure
While most assets are in the U.S., the fund also invests across several other developed markets, giving investors access to a broad mix of global infrastructure companies.
Negative Factors
High Sector Concentration in Utilities
Nearly half of the portfolio is in utilities, which increases the fund’s sensitivity to sector-specific risks such as regulation and interest rate changes.
Moderately High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns go toward fees instead of staying with investors.
Small Asset Base
With a relatively low amount of money invested in the fund, investors face some risk that trading spreads could be wider and the ETF could be more vulnerable to changes in investor demand.

BILT vs. SPDR S&P 500 ETF (SPY)

BILT Summary

The iShares Infrastructure Active ETF (BILT) is a fund that focuses on companies involved in key infrastructure around the world, such as power utilities, railroads, and energy pipelines. It doesn’t track a fixed index, but is actively managed to find opportunities in the infrastructure theme. Well-known holdings include Union Pacific, a major U.S. railroad, and Southern Company, a large U.S. electric utility. Investors might consider BILT for diversification and potential long-term growth as governments and businesses spend more on infrastructure. However, it can go up and down with the market and is heavily concentrated in infrastructure-related sectors.
How much will it cost me?The iShares Infrastructure Active ETF (BILT) has an expense ratio of 0.6%, which means you’ll pay $6 per year for every $1,000 invested. This is higher than average because it is actively managed, meaning professional managers select investments rather than tracking a preset index.
What would affect this ETF?The iShares Infrastructure Active ETF (BILT) could benefit from increased global infrastructure spending driven by urbanization, technological advancements, and sustainability initiatives, particularly in utilities and industrial sectors. However, rising interest rates or regulatory changes in key regions could negatively impact the fund's performance, especially for companies heavily reliant on debt or facing stricter environmental policies. Its global exposure and focus on essential infrastructure provide diversification but also make it sensitive to varying economic conditions across regions.

BILT Top 10 Holdings

This infrastructure ETF leans heavily on utilities and transport, with a global flavor spanning the U.S., Canada, Europe, and Australia. On the upside, Williams Co and Cheniere Energy have been powering ahead, while Transurban and Evergy are also pulling their weight. Rail giants like Union Pacific and Canadian Pacific Kansas City are more of a steady engine than a rocket, helping but not dominating returns. The main drag comes from Aena and some softer U.S. utilities, which have been losing a bit of steam and slightly dampening the fund’s otherwise solid momentum.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Union Pacific5.22%$1.33M$157.86B19.71%
72
Outperform
Aena SA4.23%$1.08M€35.70B0.06%
80
Outperform
American Electric Power3.97%$1.02M$71.60B27.91%
69
Neutral
Entergy3.59%$916.07K$51.46B35.72%
66
Neutral
Xcel Energy3.55%$907.64K$50.62B16.28%
61
Neutral
Canadian Pacific Kansas City3.49%$891.25K$76.52B7.60%
74
Outperform
Cheniere Energy3.36%$858.58K$50.47B5.12%
71
Outperform
Williams Co3.15%$804.63K$95.97B33.02%
76
Outperform
Transurban Group3.10%$793.26KAU$45.31B18.86%
52
Neutral
Evergy3.01%$768.56K$19.35B27.57%
62
Neutral

BILT Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
28.98
Positive
100DMA
28.26
Positive
200DMA
26.90
Positive
Market Momentum
MACD
0.05
Negative
RSI
57.10
Neutral
STOCH
95.32
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BILT, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 29.18, equal to the 50-day MA of 28.98, and equal to the 200-day MA of 26.90, indicating a bullish trend. The MACD of 0.05 indicates Negative momentum. The RSI at 57.10 is Neutral, neither overbought nor oversold. The STOCH value of 95.32 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BILT.

BILT Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$25.78M0.60%
65
Neutral
$43.28M0.65%
56
Neutral
$41.22M0.59%
66
Neutral
$27.89M0.96%
69
Neutral
$7.68M0.50%
61
Neutral
$6.83M0.65%
64
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BILT
iShares Infrastructure Active ETF
29.45
4.50
18.04%
CSIO
Cohen & Steers Infrastructure Opportunities Active ETF
RIFR
Global Infrastructure Active ETF
GLIX
Lazard Listed Infrastructure ETF
BILD
Macquarie Global Listed Infrastructure ETF
IQRA
IQ CBRE Real Assets ETF
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: ―
Table of Contents
Advertisement