BlackRock’s AI Tech ETF Shifts 74% of $8.8B to Infrastructure, Nets $7.9B Inflows
BlackRock’s iShares A.I. Innovation and Tech Active ETF allocated 74% of its $8.8 billion assets to AI infrastructure, up from 59% a year ago. The fund delivered a 3.2% return this year and attracted $7.9 billion in net inflows over the past 12 months.
1. ETF Asset Allocation Shift
BlackRock’s iShares A.I. Innovation and Tech Active ETF increased its allocation to AI infrastructure plays to 74% of its $8.8 billion in assets, up from 59% a year ago, reflecting growing demand for chipmakers, data center builders and utility firms.
2. Fund Performance and Inflows
The ETF posted a 3.2% return so far this year and secured $7.9 billion in new capital over the past 12 months, underscoring strong investor interest in infrastructure exposure over AI hyperscaler equities.
3. Key Infrastructure Holdings
Top positions include South Korea’s SK Hynix, optical provider Fabrinet and power specialist Monolithic Power Systems, which have driven the ETF’s double-digit returns on the strength of AI capital-spending trends.