SpiderRock Advisors (SRA), BlackRock’s option overlay capability, can help clients manage their concentrated stock positions while seeking to reduce the overall tax burden.
*$1 million client account minimum for option overlays strategies. SpiderRock Advisors, LLC (“SRA”), an investment adviser registered with the SEC and a commodity trading advisor registered with the CFTC, provides discretionary options overlay investment strategies. SRA is an indirect wholly owned subsidiary of BlackRock, Inc.
Aperio-BlackRock Active Tax US Large Cap | APR-A |
Aperio-BlackRock Active Tax US Large Cap Dividend Yield Tilt | APR-C |
Aperio-BlackRock Active Tax Foreign Developed | APR-F |
Aperio-BlackRock Active Tax Total US Market | APR-B |
Aperio-BlackRock Active Tax Global Indexing | APR-D |
Aperio-BlackRock Active Tax Global Ex-US | APR-E |
*US large cap strategies starts at $250k minimums, while all others start at $500k. Minimums are subject to change.
Enhanced Short-Term Municipal Fixed Income | BLC-1 | Fact Sheet | Sample Portfolio |
Enhanced Intermediate Municipal | BLK-X | Fact Sheet | Sample Portfolio |
Enhanced Long-Term Municipal Fixed Income | BLC-2 | Fact Sheet | Sample Portfolio |
Municipal Bond Ladder 1-5 Year | BLK-L | Fact Sheet | Sample Portfolio |
Municipal Bond Ladder 1-10 Year | BLK-M | Fact Sheet | Sample Portfolio |
Municipal Bond Ladder 5-15 Year | BLK-K | Fact Sheet | Sample Portfolio |
Municipal Bond Ladder 10-20 Year | BLK-J | Fact Sheet | Sample Portfolio |
Flexible Intermediate Taxable Fixed Income | BLK-N | Fact Sheet | Sample Portfolio |
Intermediate Corporate Fixed Income | BLK-Q | Fact Sheet | Sample Portfolio |
Core Bond | BLR-F | Fact Sheet | Sample Portfolio |
Short Duration | BAK-F | Fact Sheet | Sample Portfolio |
*Strategies starting at $125k. Minimums are subject to change.
Capital Appreciation | BLK-H | Fact Sheet | Sample Portfolio |
Equity Dividend | BLK-1 | Fact Sheet | Sample Portfolio |
Global Dividend | BLK-D | Fact Sheet | Sample Portfolio |
International Dividend ADR | BLK-F | Fact Sheet | Sample Portfolio |
Large Cap Core | BLK-O | Fact Sheet | Sample Portfolio |
Large Cap Value | BLK-2 | Fact Sheet | Sample Portfolio |
*Strategies starting at $25k
Account minimums are subject to change
Exposure across U.S, international and global indices through Aperio.
Customization allows for values aligned preferences and factor tilts, as well as the ability to blend benchmarks. Please contact your BlackRock representative for more information on Aperio solutions on CES.
*US large cap strategies starts at $250k minimums, while all others start at $500k. Minimums are subject to change.
Enhanced Short-Term Municipal Fixed Income | BLC1 | Fact Sheet | Sample Portfolio |
Enhanced Intermediate Municipal | BLKX | Fact Sheet | Sample Portfolio |
Enhanced Long-Term Municipal Fixed Income | BLC2 | Fact Sheet | Sample Portfolio |
Municipal Bond Ladder 1-5 Year | BLKL | Fact Sheet | Sample Portfolio |
Municipal Bond Ladder 1-10 Year | BLKM | Fact Sheet | Sample Portfolio |
Municipal Bond Ladder 5-15 Year | BLKK | Fact Sheet | Sample Portfolio |
Municipal Bond Ladder 10-20 Year | BLKJ | Fact Sheet | Sample Portfolio |
Flexible Intermediate Taxable Fixed Income | BLKN | Fact Sheet | Sample Portfolio |
Intermediate Corporate Fixed Income | BLKQ | Fact Sheet | Sample Portfolio |
Short Duration | BLK11 | Fact Sheet | Sample Portfolio |
Core Bond | BLK12 | Fact Sheet | Sample Portfolio |
*Strategies starting at $1 million. Minimums are subject to change.
Capital Appreciation | BLKH | Fact Sheet | Sample Portfolio |
Equity Dividend | BLK1 | Fact Sheet | Sample Portfolio |
Global Dividend | BLK2 | Fact Sheet | Sample Portfolio |
International Dividend ADR | BLKF | Fact Sheet | Sample Portfolio |
Large Cap Core | BLK10 | Fact Sheet | Sample Portfolio |
Large Cap Value | BLK4 | Fact Sheet | Sample Portfolio |
Large Cap Focus Value | TBD | Fact Sheet | Sample Portfolio |
*Strategies starting at $250k
Account minimums are subject to change
If you’re ready to begin a conversation with us about our suite of SMA solutions, please email your BlackRock representative or reach out to our specialists at (415) 670 4200