|
|
Week 32: 8/10/2026- 8/14/2026- BlackRock files the actively-managed iShares Enhanced Large Cap Growth Active ETF, which will seek to outperform the Russell 1000 Growth Index by using proprietary return forecast models that incorporate quantitative analysis to over- and under-weight stocks
-
TIAA/Nuveen registers the actively-managed, thematic Nuveen Technology & Infrastructure Credit ETF, which will invest in credit and credit-related instruments backed by data center and other digital-infrastructure
-
Goldman Sachs Group, through GSAM Neptune Holdings, plans to acquire NEOS Investments, expected to close in the fourth quarter of 2026 or first quarter of 2027
-
UBS files the interval UBS Asset Management Credit Income Opportunities fund
-
ProFunds registers the ProShares AI Secret Ingredients ETF, which will track an index comprised of companies engaged in producing the noble gases, specialty materials, and strategic minerals identified as critical upstream inputs for AI deployment at scale
-
SEI registers the SEI Ang Research Enhanced US Large Cap Growth ETF and the SEI Ang Research Enhanced US Large Cap Value ETF, which will each track an iSTOXX index comprised of securities weighted based on multiple investment factors (Momentum, Quality, Cyclical Value, Enhanced Value)
-
Nomura will convert three funds into newly-created ETFs of the same name, including the Nomura Diversified Income fund ($2.2B) which will be reorganized to Nomura Diversified Income ETF, effective February 19, 2027
-
Silvant Capital Management and Seix Investment Advisors will join the sub-advisory team of the Virtus Income & Growth fund ($4.7B) and will manage the U.S. growth equities portion and the high-income securities portion of the fund, respectively (Voya will continue to manage the convertible securities portion of the fund)
-
Great Lakes Advisors will replace Thompson, Siegel & Walmsley as investment sub-advisor of the Transamerica International Equity fund ($4.4B) effective November 1, 2026, and the fund will reduce its management fee
MORE>>Week 31: 8/3/2026- 8/7/2026- Justin A. Schwartz will leave the teams managing six Vanguard funds, including the Vanguard Tax-Exempt Bond Index fund ($48.8B); Schwartz will also leave the Vanguard Municipal Money Market fund ($18.2B), while Michael Davis joins John Grimes as co-manager of the fund
-
JPMorgan registers the interval JPMorgan Real Assets Dedicated fund, which will be sub-advised by Grosvenor Capital Management and will invest in infrastructure assets, real estate assets, and other resource based assets
-
Dimensional Fund Advisors has begun to offer an ETF share class of the DFA US Large Company fund ($14.5B)
-
Nuveen Fund Advisors will replace Teachers Advisors as advisor of fifty-two TIAA/Nuveen funds, including the Nuveen Equity Index fund ($60.7B) and Nuveen International Equity Index fund ($35.6B)
-
Effective October 5, 2026, two iShares ETFs will change their names as a result of underlying index changes, including iShares Morningstar US Equity ETF ($1.3 billion, to be renamed as iShares MSCI USA ETF) which will track the MSCI USA Index (previously, the Morningstar US Large-Mid Cap Index)
-
VanEck registers the VanEck Chemicals ETF, and the thematic VanEck Global Exchanges ETF which will track an index comprised of companies that operate in centralized and decentralized exchanges and one digital asset ETP
-
Tidal Investments files three Defiance ETFs, including the thematic Defiance AI Infrastructure Bond ETF and Defiance China Quantum ETF
-
Defiance files the thematic Defiance Fusion ETF and Defiance Superconductor ETF, which will both be sub-advised by Tidal Investments and will each track an index composed of companies with material involvement in the global fusion energy value chain, and in superconducting technologies, respectively
MORE>>
|
|
