IALTiShares Systematic Alternatives Active ETF

DiversifierNewRanked #90 of 240 in this goal

Seeks total return over the long term.

By iShares · Launched 2025

Annual Cost

0.99%

#4,898 of 5,562 · expensive

Fund Size

$583M

#1,447 of 5,562 · large

Return (1Y)Goal

N/A

Track Record

6 months

#5,063 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$11,362+13.6%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Alternative

Region

Global

Strategy

Systematic alpha

What it actually holds

By weight

Concentration

Top 10 holdings = 66.1% of fundconcentrated

United States Treasury

20.5%

United States Treasury

15.5%

United States Treasury

7.5%

United States Treasury

7.0%

United States Treasury

4.0%

United States Treasury

3.4%

United States Treasury

2.9%

BLACKROCK CASH FUNDS TREASURY SL AGENCY SHARES

2.8%

United States Treasury

1.6%

Fannie Mae - CAS

0.9%

Asset allocation

Bonds

62.9%

Cash

53.8%

Stocks

2.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-2.3%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks total return over the long term.
Strategy: Invests in a range of global asset classes and diversified alternative strategies to provide total return in both strong and stressed market periods. Allocates across multiple strategies, using long and short positions to identify overvalued, undervalued, or mispriced asset classes and securities through proprietary ranking techniques and quantitative models.
Inception date: December 9, 2025
Fund family: iShares