Directory
registered investment companies (mutual funds, ETFs)
| # | Fund Name | AUM ▼ | Positions | Period |
|---|---|---|---|---|
| 101 | JPMorgan Ultra-Short Income ETF · J.P. Morgan Exchange-Traded Fund Trust | $37.8B | 827 | Feb 2026 |
| 102 | U.S. Core Equity 2 Portfolio · Dfa Investment Dimensions Group Inc | $37.7B | 2,505 | Jan 2026 |
| 103 | Emerging Markets Core Equity 2 Portfolio · Dfa Investment Dimensions Group Inc | $37.5B | 7,732 | Jan 2026 |
| 104 | iShares Core Dividend Growth ETF · iShares Trust | $37.5B | 401 | Jan 2026 |
| 105 | American Funds Global Balanced Fund | $37.2B | 1,126 | Jan 2026 |
| 106 | Fidelity OTC Portfolio · Fidelity Securities Fund | $36.5B | 156 | Jan 2026 |
| 107 | iShares Core Universal USD Bond ETF · iShares Trust | $36.2B | 17,712 | Jan 2026 |
| 108 | iShares U.S. Treasury Bond ETF · iShares Trust | $35.5B | 211 | Jan 2026 |
| 109 | Nuveen International Equity Index Fund · TIAA-CREF Funds | $35.4B | 723 | Jan 2026 |
| 110 | Fidelity Series Bond Index Fund · Fidelity Salem Street Trust | $35.2B | 10,036 | May 2026 |
| 111 | JPMorgan Nasdaq Equity Premium Income ETF · J.P. Morgan Exchange-Traded Fund Trust | $34.7B | 109 | Mar 2026 |
| 112 | Vanguard Limited-Term Tax-Exempt Fund · Vanguard Municipal Bond Funds | $34.4B | 7,110 | Jan 2026 |
| 113 | iShares iBoxx $ Investment Grade Corporate Bond ETF · iShares Trust | $34.2B | 3,137 | May 2026 |
| 114 | BlackRock Global Equity Market Neutral Fund · BlackRock Funds | $33.9B | 9,613 | Jan 2026 |
| 115 | Fidelity ZERO Total Market Index Fund · Fidelity Concord Street Trust | $33.6B | 2,533 | Jan 2026 |
| 116 | Schwab Total Stock Market Index Fund · Schwab Capital Trust | $33.3B | 2,988 | Jan 2026 |
| 117 | Vanguard Short-Term Treasury Index Fund · Vanguard Scottsdale Funds | $32.7B | 96 | Feb 2026 |
| 118 | iShares Broad USD High Yield Corporate Bond ETF · iShares Trust | $32.5B | 1,939 | Jan 2026 |
| 119 | American Funds 2025 Target Date Retirement Income Fund · American Funds Target Date Retirement Series | $32.4B | 21 | Jan 2026 |
| 120 | iShares U.S. Equity Factor Rotation Active ETF · BlackRock ETF Trust | $32.2B | 128 | Jan 2026 |