BlackRock Doubles Down on Thematic ETFs in 2025, Led by Crypto, Infrastructure & AI
BlackRock is doubling down on thematic ETFs in 2025 — led by big wins in crypto (IBIT and ETHA), growing infrastructure plays (IFRA, IGF, IDGT) and AI-focused funds (ARTY, ARDI, BAI). The firm links these themes — AI driving demand for data centers and networks while crypto needs digital infrastructure — but remains cautious on volatility and a U.S. spot XRP ETF.