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Week 42: 10/13/2025- 10/17/2025- BlackRock registers the iShares Broad USD Floating Rate Loan ETF
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ProFunds Advisors files eighteen ETFs, including the actively-managed ProShares Genius Money Market fund which is intended to be a permissible reserve asset for stablecoin providers under the Guiding and Establishing National Innovation for U.S Stablecoins Act of 2025
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Ashish Shah has announced his intention to retire from Goldman Sachs effective March 31, 2026, and will leave the team managing the Goldman Sachs Income Builder fund ($2.7B) effective December 31, 2025
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Innovator Capital Management files two actively-managed, sub-advised buffer ETFs, which will seek to provide a dual direction of positive returns of the Invesco QQQ Trust and the SPDR S&P 500 ETF Trust, respectively
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Volatility Shares files sixteen ETFs which will seek daily returns that are up to five times (5x) and fourteen ETFs which will seek daily returns that are up to three times (3x) the daily performance of a specified asset or cryptocurrency
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Adrian Van Poppel will join the management team of the Six Circles Tax Aware Bond fund ($13.5B) effective immediately; Terry Goode and Karl J. Zeile will no longer help manage the fund effective November 1, 2025
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In connection with the upcoming acquisition of Macquarie by Nomura, eight Delaware funds will each change their name replacing “Macquarie” with “Nomura,” including the Macquarie Core Equity fund ($3.9B)
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Three iShares ETFs, including the iShares Semiconductor ETF ($14.8B) and the iShares Global Infrastructure ETF ($8.4B), were removed as borrowers from the syndicated line of credit in which the funds may borrow as a temporary measure for emergency purposes, while five iShares ETFs, including the iShares Global REIT ETF ($3.9B), were added as borrowers
MORE>>Week 41: 10/6/2025- 10/10/2025- Dimensional Fund Advisors registers an ETF class for thirteen mutual funds, including the DFA US Core Equity fund ($37.7B), as permitted by an exemptive order from the SEC
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Kimball Brooker Jr. will transition to the role of Senior Research Advisor and will no longer serve as a co-portfolio manager of four First Eagle funds, including the First Eagle Global fund ($68.2B)
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Fidelity registers the Fidelity AAA CLO ETF and the Fidelity CLO ETF
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American Century plans to reopen the American Century Small Cap Value fund ($4.3B) to new investors on December 9, 2025 (previously closed to new investors since August 18, 2021)
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O’Connor Alternative Investments will replace UBS Asset Management (Americas) as advisor of the CreditSuisse Commodity Return Strategy fund ($1.2B), effective first quarter of 2026
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First Trust files the FT Vest Total Return Income Series B4 fund, a tender offer fund which will pursue a hedged equity investment strategy and will target a 15% annual net income
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VanEck registers eight actively-managed TruSector ETFs, which will each invest in equity securities of specified sectors
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Delaware registers the Macquarie Focused Mid Cap Growth ETF, and the thematic Macquarie Transformational Technologies ETF which will invest in thirty to fifty companies identified to derive competitive advantage from technological developments
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