SpiderRock Advisors (SRA), BlackRock’s option overlay capability, offers a full range of solutions to help clients manage their concentrated stock positions, while seeking to reduce the overall tax burden.
*$5 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 SMA |
Aperio-BlackRock Active Tax Total US Market SMA |
Aperio-BlackRock Active Tax Global Indexing SMA |
Aperio-BlackRock Active Tax Global ex-US SMA |
Equity Dividend | Fact Sheet |
Global Dividend | Fact Sheet |
Large Cap Value | Fact Sheet |
Technology Opportunities | Fact Sheet |
Aperio-BlackRock Active Tax US Large Cap SMA |
Aperio-BlackRock Active Tax Total US Market SMA |
Aperio-BlackRock Active Tax Global Indexing SMA |
Aperio-BlackRock Active Tax Global ex-US SMA |
Capital Appreciation | Fact Sheet |
Equity Dividend | Fact Sheet |
Global Dividend | Fact Sheet |
Large Cap Value | Fact Sheet |
Technology Opportunities | Fact Sheet |
SpiderRock Hedged Equity Concentrated Stock (SRHEC) – Direct Hedge |
SpiderRock Hedged Equity Concentrated Stock (SRHEC) – Proxy Hedge |
SpiderRock Exchange Fund Replication (SREFR) |
SpiderRock Index Put Income (SRIPI) |
Equity Dividend | Fact Sheet |
Global Dividend | Fact Sheet |
Large Cap Value | Fact Sheet |
Technology Opportunities | Fact Sheet |
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.