iShares
iShares Core Solutions for Asset Allocation
Using iShares ETFs for Your Core Asset Allocation
Exchange traded funds have experienced tremendous growth in recent years and greater acceptance by financial advisors as important investment tools for their clients' portfolio diversification. Advisors are discovering that the unique benefits of iShares exchange traded funds (ETFs) make them an ideal solution for building a core asset allocation. Those benefits include:
  • Minimal Style Drift
  • Transparency
  • Flexibility
  • Cost Effectiveness
iShares ETFs can provide the tools you need to manage for today's realities and tomorrow's uncertainties, with access to a range of asset classes and portfolio diversification opportunities. To help narrow the choice for investors, iShares has created iShares Core Solutions. Below are key iShares ETFs you may consider as portfolio building blocks.
U.S. Equity and International Equity ETFs ISI - iShares S&P 1500 IWV - iShares Russell 3000 ACWI - iShares MSCI ACWI IVV - iShares S&P 500 IWB - iShares Russell 1000 ACWX - iShares MSCI ACWI ex US IVW - iShares S&P 500 Growth IWF - iShares Russell 1000 Growth EFA - iShares MSCI EAFE SCZ - iShares MSCI EAFE Small Cap IVE - iShares S&P 500 Value IWD - iShares Russell 1000 Value EEM - iShares MSCI Emerging Markets

Domestic and International Fixed Income ETFs IJH - iShares S&P Mid-Cap 400 IJK - iShares S& Mid-Cap 400 Growth AGG - iShares Barclays Aggregate IJJ - iShares S&P Mid-Cap 400 Value IGOV - iShares S&P/CITI-Group Intl Treasury IJR - iShares S&P Small-Cap 600 IWM - iShares Russell 2000 TIP - iShares Barclays TIPS IJT - iShares S&P Small-Cap 600 Growth IWO - iShares Russell 2000 Growth SHV - iShares Barclays Short Treasury IJS - iShares S&P Small-Cap 600 Value IWN - iShares Russell 2000 Value HYG - iShares iBoxx High Yield Corporate

Alternative ETFs and Municipal Bonds ICF - iShares Cohen & Steers Realty Majors MUB - iShares S&P National Municipal
Management Fees are fees paid to BlackRock Fund Advisors, the Funds' investment advisor. A Fund may also incur indirect expenses on its investments, if any, in other investment companies. Please see the Funds' prospectuses for more information on such expenses.

† The total annual operating expenses are shown for the iShares Barclays Aggregate Bond Fund. In addition to the management fees, the total expenses include "acquired fund fees and expenses" of 0.02% which are related to the fund's investments in the BlackRock Cash Funds: Prime (the "money market fund"). "Acquired fund fees and expenses" represent the fund's pro rata share of the fees and expenses charged by the money market fund and may vary based on the fund's allocation of assets to the annualized net expenses of the money market fund. Annual operating expenses do not include the effect of interest earned by investments in the money market fund, which is expected to offset the money market fund's fees and expenses.

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Carefully consider the iShares Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses, which may be obtained by calling 1-800-iShares (1-800-474-2737), or by viewing or downloading a prospectus. Read the prospectus carefully before investing.

Investing involves risk, including possible loss of principal.

Bonds and bond funds will decrease in value as interest rates rise. An investment in the fund(s) is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Diversification and asset allocation may not protect against market risk.

Buying and selling shares of iShares Funds will result in brokerage commissions.

The iShares Funds ("Funds") are distributed by SEI Investments Distribution Co. ("SEI"). BlackRock Fund Advisors ("BFA") serves as the investment advisor to the Funds. BFA is a subsidiary of BlackRock Institutional Trust Company, N.A., neither of which is affiliated with SEI.

SEI is not affiliated with Balasa Dinverno Foltz LLC, Harris SBSB or the Tarbox Group.

The iShares Funds are not sponsored, endorsed, issued, sold or promoted by Cohen & Steers Capital Management, Inc., Dow Jones Trademark Holdings, LLC, European Public Real Estate Association ("EPRA®"), FTSE International Limited ("FTSE"), iBoxx®, JPMorgan Chase & Co., MSCI Inc., Morningstar, Inc., The NASDAQ OMX Group, Inc., National Association of Real Estate Investment Trusts ("NAREIT"), New York Stock Exchange, Inc., Russell Investment Group or Standard & Poor's, nor are they sponsored, endorsed or issued by Barclays Capital. None of these companies make any representation regarding the advisability of investing in the Funds. Neither SEI, nor BlackRock Institutional Trust Company, N.A., nor any of their affiliates, are affiliated with the companies listed above.

Neither FTSE nor NAREIT makes any warranty regarding the FTSE NAREIT Real Estate 50/Residential/Retail/Mortgage or Industrial/Office Index; all rights vest in NAREIT. Neither FTSE nor NAREIT makes any warranty regarding the FTSE EPRA/NAREIT Developed Real Estate ex-US/North America/Europe/Asia Index; all rights vest in FTSE, NAREIT and EPRA. All rights in the FTSE Developed Small Cap ex-North America Index vest in FTSE. "FTSE®" is a trademark jointly owned by the London Stock Exchange Plc and The Financial Times Limited and is used by FTSE under license.


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