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Fund Changes - Aug-25
 Fund Changes
 Weeklies History:

Fund Changes Weekly


Week 33: 8/11/2025- 8/15/2025
  • BlackRock registers the actively-managed iShares Enhanced Large Cap Core Active ETF, and the iShares Euro Investment Grade Corporate Bond USD Hedged ETF
  • AllianceBernstein files the actively-managed AB US Equity ETF
  • ProFunds registers the daily leveraged crypto ProShares Ultra BLSH ETF
  • Macquarie Asset Management has approved a 3:1 reverse stock split to Class C shares of the Macquarie Science & Technology fund ($6.4 billion) and Macquarie Small Cap Growth fund ($1.1B)
  • WisdomTree Asset Management files three actively-managed ETFs, including the thematic WisdomTree Efficient Blockchain Plus Crypto ETF which will seek to have approximately equal exposure to domestic cryptocurrency futures contracts and global equity securities issued by companies involved in the investment themes of blockchain
  • Christopher J. Brightman, CEO and CIO of Research Affiliates, has taken leave and will step off as co-portfolio manager of thirteen PIMCO funds, including the PIMCO All Asset fund ($10.9B)
  • Defiance ETFs registers the Defiance Retail Kings ETF, which will be sub-advised by Penserra Capital Management and will utilize a proprietary momentum scoring system to identify thirty to fifty U.S. companies exhibiting elevated retail and digital sentiment (Retail Kings)
  • Tidal Investments files fifteen ETFs, including the thematic Portfolio Building Block World Pharma and Biotech Index ETF
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Week 32: 8/4/2025- 8/8/2025
  • Goldman Sachs registers the Stablecoin Reserves fund, a government money market fund which will invest in certain eligible reserve assets in which payment stablecoin issuers are permitted to maintain
  • Global X Management Company files the Global X US Natural Gas ETF
  • Citibank will replace State Street Bank and Trust as administrator and custodian and succeed JPMorgan Chase Bank as transfer agent to twelve BlackRock iShares ETFs, including the iShares MSCI All Country Asia ex Japan ETF ($2.8B) and iShares Latin America 40 ETF ($1.6B)
  • AllianceBernstein has approved a reverse share split for the Class C shares of eight funds, including the AB Large Cap Growth fund ($27.5B), expected to occur on or about October 17, 2025
  • Tidal Investments registers ten actively-managed ETFs, including the sub-advised FINQ DOLLAR NEUTRAL US Large Cap AI-Managed Equity ETF and FINQ First US Large Cap AI-Managed Equity ETF which will both utilize a proprietary AI framework that continuously ranks all 500 stocks comprising the S&P 500 index from most relatively attractive to least relatively attractive
  • Adrian H. Chan and Jacqueline Kenney will replace Chandra Seethamraju on the team managing three Franklin Templeton funds, including the Franklin US Core Equity (IU) fund ($1B), effective September 30, 2025
  • Ultra Capital Management registers the thematic closed-end Ultra AI Opportunities Inc. fund which will invest in companies involved in the design, development, production, manufacturing, implementation, and commercialization of AI
  • CAZ Investments Registered Adviser files the CAZ GP Stakes fund, an interval fund which will invest in GP Stake Investments across private equity, private credit, real estate, and real assets
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