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iShares $ Corp Bond Interest Rate Hedged UCITS ETF

IE00BCLWRB83|iShares
DistributingUCITSOther
Expense Ratio (%)
0.25%
AUM (Millions $)
$192,075,224M
YTD
-0.64%
Div Yield
4.56%
Performance & Risk
Performance
-0.64%
YTD
+0.96%
1Y Return
+9.25%
3Y Return
Description

Diversified exposure to corporate bonds issued in US Dollar. Direct investment in corporate bonds across sectors (industrials, utilities and financials) and sells US treasury futures to reduce the performance impact caused by movements in government bond rates. Investment grade bond exposure and monthly interest rate hedging.

Portfolio Composition

Top Holdings
NameWeight
BLK ICS USD LEAF AGENCY DIST2.37%
CASH COLLATERAL USD BZFUT2.21%
ANHEUSER-BUSCH COMPANIES LLC0.20%
CVS HEALTH CORP0.19%
MITSUBISHI UFJ FINANCIAL GROUP INC0.18%
META PLATFORMS INC0.18%
T-MOBILE USA INC0.17%
NATIONAL BANK OF CANADA MTN0.16%
META PLATFORMS INC0.16%
GOLDMAN SACHS GROUP INC/THE0.16%
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Sector Exposure
Banking22.45%
Consumer Non-Cyclical16.45%
Technology12.61%
Communications10.64%
Energy8.42%
Consumer Cyclical6.56%
Capital Goods4.62%
Cash and/or Derivatives4.60%
Insurance4.25%
Electric4.08%
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Asset Class Breakdown

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Fixed Income96.38%
Money Market2.37%
Cash Collateral and Margins2.21%
Cash0.02%
Futures0.00%
Coupon Exposure
3.65% (11 bonds)4.91%
5.25% (67 bonds)2.16%
5.00% (67 bonds)2.03%
5.50% (59 bonds)1.96%
4.95% (56 bonds)1.91%
4.90% (50 bonds)1.88%
4.50% (52 bonds)1.85%
4.75% (44 bonds)1.50%
5.20% (45 bonds)1.41%
5.75% (38 bonds)1.35%
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Fund Overview
ISIN
IE00BCLWRB83
Issuer
iShares
Category
Fixed Income
Asset Class
Fixed Income
Region
North America
Domicile
Ireland
Base Currency
USD
Inception Date
9/19/2013
Replication Method
Physical (Sampling)
SFDR Classification
Other
UCITS Compliant
Yes
Rebalance Frequency
Quarterly
Fund Operations
Fund Manager
BlackRock Asset Management Ireland Limited
Administrator
BNY Mellon Fund Services (Ireland) Designated Activity Company
Custodian
The Bank of New York Mellon SA/NV, Dublin Branch
Distributions
Distribution Type
Distributing
Distribution Frequency
Quarterly
Div Yield
4.56%
Distribution ($/year)
$4.74
Distribution History
Stock Exchanges
ExchangeTickerCurrency
Bolsa Mexicana De ValoresLQDHMXN
Deutsche Boerse XetraIS3FEUR
Euronext AmsterdamLQDHEUR
London Stock ExchangeLQDHUSD
SIX Swiss ExchangeLQDHCHF
Registered Locations
🏳️Austria🏳️Belgium🏳️Denmark🏳️Finland🏳️France🏳️Germany🏳️Ireland🏳️Italy🏳️Liechtenstein🏳️Luxembourg🏳️Netherlands🏳️Norway🏳️Portugal🏳️Saudi Arabia🏳️Singapore🏳️Spain🏳️Sweden🏳️Switzerland🏳️United Kingdom
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