iShares Large Cap Deep Buffer ETF (IVVB)
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Retirees: These 2 Buffer ETFs Offer Capped Downside Protection
Buffer exchange-traded funds (ETFs) are an intriguing investment instrument that's grown in popularity of late.
iShares Large Cap Deep Buffer ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 7,501 | $245,432.72 | $257,284.3 | $11,851.58 | 4.83% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 1.09M | $35.01M | $37.43M | $2.43M | 6.93% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 91,954 | $2.78M | $3.15M | $367,816 | 13.22% |
iShares Large Cap Deep Buffer ETF (IVVB) FAQ
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iShares Large Cap Deep Buffer ETF Profile
| BATS Exchange | US Country |
Overview
The described fund is focused on investing primarily in equity securities of large capitalization companies, dedicating at least 80% of its net assets to such investments or to financial instruments that have similar economic effects. It aims to implement a targeted outcome strategy, which is intended to provide investors with exposure to the returns of a specified underlying exchange-traded fund (ETF) up to a predetermined cap. Additionally, the fund endeavors to offer a level of protection against losses in the underlying ETF within a range of approximately 5% to 20%. This strategy is designed to lower overall investment volatility over set periods termed Hedge Periods, which typically align with calendar quarters. It's important to note that this fund operates with a non-diversified status, meaning it may invest more heavily in fewer assets, potentially increasing its risk and return profile.
Products and Services
- Equity Securities of Large Capitalization Companies
Investments are primarily made in the stocks of large capitalization companies. These are typically well-established businesses with large market valuations. Investing in such companies can provide stability and the potential for growth, aligning with the fund’s aim to generate returns reflective of the broader market performance.
- Instruments with Similar Economic Characteristics to Large Cap Stocks
The fund may also allocate assets to financial instruments that emulate the economic effects of investing directly in large cap stocks. This can include derivatives or other investment vehicles that mimic the price movements of large cap equity markets, providing additional avenues for aligning the fund's portfolio with its strategic objectives.
- Targeted Outcome Strategy
This strategy signifies the fund’s approach to attempting to cap gains up to a specific level while offering a buffer against losses in the underlying ETF investments. It is structured to produce outcomes within a predetermined range, reducing the unpredictability of returns and potentially mitigating downside risks during each Hedge Period.
- Protection against Underlying ETF Losses
Part of the fund’s unique offering includes seeking to protect investors from a portion of the losses incurred by the underlying ETF, specifically targeting a buffer zone of 5% to 20%. This approach aims to soften the impact of market downturns, making it an attractive feature for investors looking for a degree of safety alongside growth opportunities.
- Lower Volatility Over Hedge Periods
By aiming to smooth out the returns over designated Hedge Periods, the fund seeks to lower the volatility of its investment portfolio. This is particularly appealing to investors who prefer a less turbulent investment experience, offering a calmer journey through the market’s ups and downs.
