Directory
registered investment companies (mutual funds, ETFs)
| # | Fund Name | AUM ▼ | Positions | Period |
|---|---|---|---|---|
| 61 | Strategic Advisers Core Income Fund · Fidelity Rutland Square Trust II | $53.7B | 11,385 | May 2026 |
| 62 | American Funds 2030 Target Date Retirement Fund · American Funds Target Date Retirement Series | $52.8B | 25 | Jan 2026 |
| 63 | American Funds 2040 Target Date Retirement Fund · American Funds Target Date Retirement Series | $52.3B | 26 | Jan 2026 |
| 64 | State Street(R) SPDR(R) Bloomberg 1-3 Month T-Bill ETF · Spdr Series Trust | $52.0B | 23 | Mar 2026 |
| 65 | Select Semiconductors Portfolio · Fidelity Select Portfolios | $51.6B | 70 | May 2026 |
| 66 | MFS Value Fund · Mfs Series Trust I | $51.2B | 71 | May 2026 |
| 67 | iShares MSCI USA Quality Factor ETF · iShares Trust | $50.1B | 128 | Jan 2026 |
| 68 | iShares Russell Mid-Cap ETF · iShares Trust | $49.7B | 814 | Mar 2026 |
| 69 | Vanguard Intermediate-Term Treasury Index Fund · Vanguard Scottsdale Funds | $48.9B | 103 | Feb 2026 |
| 70 | Vanguard Short-Term Corporate Bond Index Fund · Vanguard Scottsdale Funds | $48.6B | 2,892 | Feb 2026 |
| 71 | Fidelity Total Bond Fund · Fidelity Income Fund | $48.5B | 6,678 | May 2026 |
| 72 | iShares 7-10 Year Treasury Bond ETF · iShares Trust | $48.3B | 16 | May 2026 |
| 73 | Lord Abbett Short Duration Income Fund · Lord Abbett Investment Trust | $48.0B | 1,144 | May 2026 |
| 74 | Putnam Large Cap Value Fund | $47.5B | 133 | Jan 2026 |
| 75 | Columbia Dividend Income Fund · Columbia Funds Series Trust I | $47.2B | 81 | May 2026 |
| 76 | Vanguard Russell 1000 Growth Index Fund · Vanguard Scottsdale Funds | $47.2B | 399 | Feb 2026 |
| 77 | Vanguard Tax-Exempt Bond Index Fund · Vanguard Municipal Bond Funds | $47.2B | 9,972 | Jan 2026 |
| 78 | Baird Core Plus Bond Fund · Baird Funds Inc | $46.6B | 2,148 | Jun 2026 |
| 79 | American Funds 2045 Target Date Retirement Fund · American Funds Target Date Retirement Series | $45.8B | 25 | Jan 2026 |
| 80 | iShares National Muni Bond ETF · iShares Trust | $45.3B | 6,654 | May 2026 |