IAT – iShares US Regional Banks ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to track the investment results of the Dow Jones U.S. Select Regional Banks Index. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which BFA believes will help the fund track the underlying index. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
IAT	iShares U.S. Regional Banks ETF	ETF	Open			May 1, 2006	$609.04M	0.370%	—	—	−$119.51M

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