BlackRock’s equity ETF chief reveals investors are abandoning traditional tech sectors for targeted AI investments. The firm’s AI-focused ETF has gained 36% since October despite recent market volatility. Learn which semiconductor and tech giants are leading this investment shift.
BlackRock, the world’s largest asset manager, is witnessing a significant transformation in how institutional investors approach technology investments. According to Jay Jacobs, BlackRock’s U.S. head of equity ETFs, sophisticated investors are moving beyond traditional Big Tech positions and targeting specific artificial intelligence infrastructure plays through specialized ETFs. This strategic pivot reflects growing conviction that AI represents the next major technological paradigm shift.
Why Investors Are Shifting to AI-Focused ETFs