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Fund Changes - Apr-25
 Fund Changes
 Weeklies History:

Fund Changes Weekly


Week 16: 4/14/2025- 4/18/2025


Week 15: 4/7/2025- 4/11/2025
  • BlackRock registers the iShares S&P 500 ex S&P 100 ETF
  • Franklin Templeton files the Franklin BSP Lending fund, an interval fund which will be sub-advised by Benefit Street Partners and will invest in corporate debt of middle market companies in the U.S.
  • Bradley Stevens will join the team managing Loomis Sayles' portion of the Bridge Builder Core Bond fund ($20B)
  • Jeffrey Geller will retire and will no longer help manage twenty-four JPMorgan funds, including the JPMorgan Income Builder fund ($8.1B), effective first quarter of 2026
  • BlackRock Investment Management and BlackRock International Limited will join the sub-advisory team of the Six Circles Multi-Strategy fund ($803M)
  • iCapital Advisors registers the fund of funds (FoF) Morgan Stanley Private Markets and Alternatives fund, a tender offer fund which will be sub-advised by Consulting Group and will invest across various private market asset classes
  • American Century registers the Avantis Total Equity Markets ETF, an FoF which will invest in diversified equity securities of individual companies and other Avantis ETFs
  • First Trust files two sub-advised funds: the FT Vest Laddered Autocallable Barrier & Income ETF and the FT Vest Laddered Autocallable Barrier & Income fund, both of which will invest in a laddered portfolio of bank-issued over-the-counter derivatives designed to replicate the defined return characteristics of autocallable yield notes
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