Directory
registered investment companies (mutual funds, ETFs)
| # | Fund Name | AUM ▼ | Positions | Period |
|---|---|---|---|---|
| 801 | iShares ESG MSCI KLD 400 ETF · iShares Trust | $5.1B | 400 | Jan 2026 |
| 802 | Goldman Sachs Tactical Tilt Overlay Fund · Goldman Sachs Trust | $5.1B | 240 | May 2026 |
| 803 | JPMorgan Equity Premium Income Fund · JPMorgan Trust IV | $5.1B | 127 | Jun 2026 |
| 804 | DFA Inflation-Protected Securities Portfolio · Dfa Investment Dimensions Group Inc | $5.1B | 26 | Jan 2026 |
| 805 | Principal LifeTime 2030 Fund · Principal Funds, Inc | $5.1B | 18 | Jan 2026 |
| 806 | American Funds College 2030 Fund · American Funds College Target Date Series | $5.1B | 14 | Jan 2026 |
| 807 | Dimensional US Large Cap Value ETF · Dimensional ETF Trust | $5.1B | 343 | Jan 2026 |
| 808 | Columbia Research Enhanced Core ETF · Columbia ETF Trust I | $5.1B | 369 | Jan 2026 |
| 809 | Mercer Non-US Core Equity Fund · Mercer Funds | $5.1B | 1,054 | Jun 2026 |
| 810 | The Hartford Equity Income Fund · Hartford Mutual Funds, Inc | $5.1B | 79 | Jan 2026 |
| 811 | Dodge & Cox Global Bond Fund · Dodge & Cox Funds | $5.1B | 394 | Mar 2026 |
| 812 | iShares ESG Aware U.S. Aggregate Bond ETF · iShares Trust | $5.1B | 5,213 | May 2026 |
| 813 | LVIP Global Moderate Allocation Managed Risk Fund · Lincoln Variable Insurance Products Trust | $5.0B | 40 | Jun 2026 |
| 814 | First Trust NASDAQ-100-Technology Sector Index Fund · First Trust Exchange-Traded Fund | $5.0B | 49 | Jun 2026 |
| 815 | BlackRock Event Driven Equity Fund · BlackRock Large Cap Series Funds, Inc. | $5.0B | 327 | May 2026 |
| 816 | Eaton Vance Short Duration Government Income Fund · Eaton Vance Mutual Funds Trust | $5.0B | 820 | Jan 2026 |
| 817 | State Street(R) SPDR Bloomberg Short Term High Yield Bond ETF · Spdr Series Trust | $5.0B | 1,152 | Mar 2026 |
| 818 | Columbia Disciplined Core Fund · Columbia Funds Series Trust II | $5.0B | 85 | Jan 2026 |
| 819 | Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF · Invesco Actively Managed Exchange-Traded Commodity Fund Trust | $5.0B | 47 | Jan 2026 |
| 820 | iShares Convertible Bond ETF · iShares Trust | $5.0B | 368 | Jan 2026 |