Quantifying the BlackRock Effect

Jul 10, 2023 • 9 Min Read

The Probability of ETF Approval

As emphasized in previous notes, we view BlackRock's application for a spot ETF as substantial. Regardless of whether an actual spot ETF garners approval in the near term, its “narrative” significance is undeniable.

Yet, our fundamental assumption is that this application indicates new undisclosed insights that Larry Fink and his colleagues are privy to, which the public may not be, and their application will ultimately result in a spot ETF approval.

This hypothesis is reinforced by potential legal developments on the horizon that could further sup...

Finish reading this report for free

Enter your email and we'll send the paywall-free report directly to your inbox

Articles Read: 0/2

In addition to your unlocked report, you will receive our weekly market newsletter Fundstrat Snapshot, as well as occasional updates and offers from Fundstrat Direct. You can unsubscribe at any time.

Get unlimited access to Tom Lee's Fundstrat research Subscribe
Already a member? Log in
Fundstrat Direct footer logo

150 East 52nd St, 3rd Floor New York, NY 10022

SUBSCRIBE TO OUR FREE RESEARCH REPORTS

An institutional-grade report delivered to your inbox every week.

© 2026 Fundstrat Direct. All rights reserved.

Illustrations by Karl Wimer.