iShares S&P 500 Min Vol ETF shifts to quarterly rebalancing

Published 08/09/2025, 13:52
iShares S&P 500 Min Vol ETF shifts to quarterly rebalancing

LONDON - BlackRock’s iShares VI plc announced Monday that its iShares Edge S&P 500 Minimum Volatility Factor UCITS ETF will change its rebalancing frequency from semi-annual to quarterly, effective September 22, 2025.

The fund, which trades under the ISIN codes IE00B6SPMN59, IE00BD93YH54, and IE00BYX8XD24, aims to track the performance of a minimum volatility version of the S&P 500 index.

According to the company’s statement, a new version of the prospectus will be published around the effective date of the change. The updated document will reflect the more frequent portfolio adjustments for the ETF.

The minimum volatility strategy is designed to provide exposure to stocks with potentially less risk than the broader market, targeting companies that have historically demonstrated lower price fluctuations.

BlackRock indicated that shareholders can access the full details of the change through the UK Financial Conduct Authority’s National Storage Mechanism website and the iShares website.

The announcement was made through a regulatory news service filing with the London Stock Exchange.

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