IBLC - ETF AI Analysis

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iShares Blockchain and Tech ETF (IBLC)

Rating:58Neutral

Price Target:―

The iShares Blockchain and Tech ETF (IBLC) has a mixed overall rating, reflecting both strong and weak contributions from its holdings. Key strengths include AMD and IBM, which drive positive performance through robust financial results, strategic partnerships, and a focus on AI and cloud technologies. However, weaker holdings like Applied Digital Corporation and Cipher Mining, which face financial and technical challenges, have likely held back the ETF’s rating. A notable risk is the ETF's concentration in the blockchain and tech sector, which may expose it to volatility and sector-specific challenges.

Positive Factors

Strong Year-to-Date Performance

The ETF has delivered impressive year-to-date returns, indicating strong momentum in its holdings.

Focused Exposure to Growth Sectors

The fund is heavily weighted in financial and technology sectors, which are key drivers of innovation and growth.

Reasonable Expense Ratio

The ETF charges a moderate expense ratio, making it cost-effective compared to actively managed funds.

Negative Factors

High Concentration in Top Holdings

The top three holdings make up a significant portion of the portfolio, increasing reliance on their performance.

Limited Geographic Diversification

The ETF is heavily focused on U.S. companies, with minimal exposure to international markets.

Sector Overweight Risk

The fund’s heavy allocation to financials and technology could lead to higher volatility during sector-specific downturns.

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

AUM87.13M

RegionGlobal

Expense Ratio0.47%

Beta2.31

IssueriShares

Inception DateApr 25, 2022

Dividend Yield0.98%

Asset ClassEquity

Index TrackedICE FactSet Global Blockchain Technologies Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume52,820

30 Day Avg. Volume39,898

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

86.82

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering37

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

IBLC Summary

The iShares Blockchain and Tech ETF (Ticker: IBLC) is a fund that focuses on companies involved in blockchain technology, a cutting-edge innovation that is transforming industries like finance and supply chain management. It follows the ICE FactSet Global Blockchain Technologies Index and includes well-known companies such as Coinbase Global and Advanced Micro Devices (AMD). Investors might consider this ETF to gain exposure to the growing blockchain sector and diversify their portfolio with technology-driven companies. However, new investors should be aware that this ETF is heavily dependent on the performance of blockchain and tech industries, which can be volatile.

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

The iShares Blockchain and Tech ETF (IBLC) is heavily tilted toward financial and technology sectors, with blockchain-focused names like Coinbase and Circle Internet Group weighing on performance due to lagging technical momentum and cash flow concerns. Nvidia and AMD offer a steadier hand, benefiting from their AI-driven growth strategies, though high valuations limit upside potential. Meanwhile, Tencent Holdings adds a global flavor with its bullish outlook and strategic advancements in AI. Overall, the fund’s concentration in blockchain innovators creates a mixed bag of rising opportunities and persistent challenges.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
IREN	IREN	10.50%	$9.15M	$13.51B	253.89%	62 Neutral
COIN	Coinbase Global	9.56%	$8.33M	$73.57B	-9.78%	68 Neutral
CRCL	Circle Internet Group, Inc. Class A	6.85%	$5.96M	$18.82B	―	64 Neutral
AMD	Advanced Micro Devices	5.10%	$4.44M	$354.15B	58.58%	74 Outperform
CIFR	Cipher Mining	4.49%	$3.91M	$8.04B	203.73%	55 Neutral
BMNR	BitMine Immersion Technologies	4.42%	$3.85M	$12.72B	347.57%	―
APLD	Applied Digital Corporation	4.42%	$3.85M	$7.55B	168.32%	45 Neutral
IBM	International Business Machines	4.39%	$3.82M	$288.44B	35.70%	77 Outperform
RIOT	Riot Platforms	4.37%	$3.81M	$6.00B	27.51%	68 Neutral
	―	3.94%	$3.43M	―	―	―

IBLC Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

56.62

Negative

100DMA

50.42

Negative

200DMA

40.59

Positive

Market Momentum

MACD

-2.90

Negative

RSI

43.60

Neutral

STOCH

86.61

Negative

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 51.12, equal to the 50-day MA of 56.62, and equal to the 200-day MA of 40.59, indicating a neutral trend. The MACD of -2.90 indicates Negative momentum. The RSI at 43.60 is Neutral, neither overbought nor oversold. The STOCH value of 86.61 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IBLC.

IBLC Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
IBLC	―	―	$87.13M	0.47%	―
HECO	―	―	$69.66M	0.90%	―
BLCN	―	―	$40.88M	0.68%	―
BCDF	―	―	$19.24M	0.85%	―
DECO	―	―	$14.39M	0.65%	―
MNRS	―	―	$11.89M	0.59%	―

Performance Comparison

IBLC

iShares Blockchain and Tech ETF

48.95

7.47

18.01%

HECO

SPDR Galaxy Hedged Digital Asset Ecosystem ETF

―

BLCN

Siren ETF Trust Siren Nasdaq NexGen Economy ETF

―

BCDF

Horizon Kinetics Blockchain Development ETF

―

DECO

SPDR Galaxy Digital Asset Ecosystem ETF

―

MNRS

Grayscale Bitcoin Miners 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.

Disclaimer

This 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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