The makeup of the fund industry has changed a lot over the last decade. But this is expected to change over the next several years. The largest providers of ETFs are three companies – BlackRock, State Street, and Vanguard.Ĭollectively, these three firms control more than $4 trillion in assets.ĩ0% of the S&P 500 also counts at least one of these three companies as its largest shareholder.Īccording to PwC, the number of actively managed mutual funds still exceeds the number of passive funds. Searches for Exchange-Traded Funds (ETFs) has grown by 54% in 5 years.Īccording to ETFGI, the number of ETFs have grown at a CAGR of 11.76% over the last decade. Worldwide, the number of ETFs rose to 8,552 in 2021. Search interest in “stock market index” has risen by 247% over the last 5 years.
This sudden rise is partially the result of a boom in index funds and exchange-traded funds (ETFs). Passive’s share of the entire US fund universe is getting closer to 50% every year. Passive investing still sits at about 43% of the total US fund universe (which includes bonds and other assets).īut its position has been growing steadily, rising from just over 30% in 2015. Passive investing is a form of investing that involves no discretion on the part of a fund manager.Ĭontrasted with active investing (where managers pick the stocks), passive funds usually track some kind of index or group of stocks. Today, about 54% ($6.2 trillion) of total equity fund assets are passive.
Passive Investing and Indexing Become Mainstream Investing Strategies And technological advances allow investors to construct portfolios in new ways.īelow is a list of the top trends impacting the world of investing right now. Investor preferences are constantly shifting. The investing landscape is changing faster than ever before.
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