IBIT – iShares Bitcoin ETF – ETF Investment Strategy | Morningstar

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Strategy

The fund aims to provide investors with the performance of the price of CME CF Bitcoin Reference Rate, before fees and expenses. The fund implements its investment strategy through an investment in a U.S.-domiciled version of the fund, called the iShares Bitcoin Trust ETF (the Underlying Fund). The Reference Index is designed based on the IOSCO Principles for Financial Benchmarks and is a registered benchmark under the UK Benchmark Regulations (BMR).

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
IBIT	iShares Bitcoin ETF	ETF	Open	—	—	Jan 8, 2025	CA$544.26M	—	Low	—	CA$264.29M
IBIT.U	iShares Bitcoin ETF USD	ETF	Open	—	—	Jan 8, 2025	$10.86M	—	Low	—	$3.80M

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