BlackRock shifts gears on US stocks as market jitters grow

Business Nov 19, 2025

BlackRock is dialing up its investment in US stocks, even as questions swirl about how long the AI-fueled rally can last.
The world's biggest asset manager just boosted its equity exposure by 3% across its $185 billion model-portfolio platform, sparking some big moves between its popular ETFs.

Where the money's moving and why it matters

With the S&P 500 showing some weakness lately, BlackRock is betting on value and momentum stocks instead of traditional growth picks.
This shift has led to billions flowing out of their Quality Factor ETF and into funds focused on value and momentum—plus a fresh $175 million going into bonds.
It's all part of BlackRock's strategy to stay ahead in a market that feels pretty uncertain right now.