Slideshow Biggest fund flows year-to-date

Published
  • June 07 2017, 3:43pm EDT
21 Images Total

The 20 largest fund flows so far this year total a bit more than $94 billion. Eighteen of the funds are passive and carry especially low expense ratios (a median of 8 basis points).

By company, iShares was the biggest winner in YTD flows, with 11 of the top 20. As for type of fund, it ran the gamut: S&P 500, small cap, emerging markets and fixed income.

Consider the overall total for another moment. If $94 billion were a company’s annual revenue, it would rank #23 on the newly released Fortune 500 – more than Citigroup, Wells Fargo or Bank of America.

Scroll through to see the latest 20 inflows year to date. All data from Morningstar.

20. iShares Core S&P Total US Stock Mkt (ITOT)

YTD Flows (millions): $1,971
3-Yr. Return: 10.33%
Expense Ratio: 0.03%
Total Assets (millions): $8,929

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19. DFA Emerging Markets Core Equity I (DFCEX)

YTD Flows (millions): $1,993
3-Yr. Return: 2.48%
Expense Ratio: 0.53%
Total Assets (millions): $23,498

18. Fidelity SAI International Index (FIONX)

YTD Flows (millions): $2,136
3-Yr. Return: N/A
Expense Ratio: 0.05%
Total Assets (millions): $4,542

17. Vanguard Total Intl Stock Index Inv (VGTSX)

YTD Flows (millions): $2,248
3-Yr. Return: 2.09%
Expense Ratio: 0.18%
Total Assets (millions): $280,329

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16. Bridge Builder Core Bond (BBTBX)

YTD Flows (millions): $2,573
3-Yr. Return: 3.15%
Expense Ratio: 0.17%
Total Assets (millions): $13,509

15. Strategic Advisers Core Income (FPCIX)

YTD Flows (millions): $2,731
3-Yr. Return: 3.06%
Expense Ratio: 0.45%
Total Assets (millions): $32,455

14. BlackRock S&P 500 Index K (WFSPX)

YTD Flows (millions): $2,760
3-Yr. Return: 10.48%
Expense Ratio: 0.04%
Total Assets (millions): $11,325

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13. iShares Core US Aggregate Bond (AGG)

YTD Flows (millions): $3,102
3-Yr. Return: 2.68%
Expense Ratio: 0.05%
Total Assets (millions): $45,475

12. PowerShares QQQ ETF (QQQ)

YTD Flows (millions): $3,303
3-Yr. Return: 17.54%
Expense Ratio: 0.20%
Total Assets (millions): $52,743

11. iShares JPMorgan USD Emerg Markets Bond (EMB)

YTD Flows (millions): $3,303
3-Yr. Return: 4.99%
Expense Ratio: 0.40%
Total Assets (millions): $11,847

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10. iShares Core S&P Small-Cap (IJR)

YTD Flows (millions): $3,411
3-Yr. Return: 10.86%
Expense Ratio: 0.07%
Total Assets (millions): $30,307

9. iShares Core S&P Mid-Cap (IJH)

YTD Flows (millions): $3,501
3-Yr. Return: 9.84%
Expense Ratio: 0.07%
Total Assets (millions): $40,410

8. iShares MSCI Eurozone (EZU)

YTD Flows (millions): $3,863
3-Yr. Return: 1.36%
Expense Ratio: 0.48%
Total Assets (millions): $12,898

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7. Vanguard Total Stock Mkt Idx Inv (VTSMX)

YTD Flows (millions): $3,968
3-Yr. Return: 9.97%
Expense Ratio: 0.15%
Total Assets (millions): $574,642

6. iShares iBoxx $ Invst Grade Crp Bond (LQD)

YTD Flows (millions): $6,106
3-Yr. Return: 3.92%
Expense Ratio: 0.15%
Total Assets (millions): $34,517

5. iShares MSCI EAFE (EFA)

YTD Flows (millions): $7,676
3-Yr. Return: 1.88%
Expense Ratio: 0.33%
Total Assets (millions): $77,162

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4. Vanguard Total Bond Market II Idx Inv (VTBIX)

YTD Flows (millions): $7,837
3-Yr. Return: 2.56%
Expense Ratio: 0.09%
Total Assets (millions): $129,823

3. iShares Core MSCI EAFE (IEFA)

YTD Flows (millions): $8,089
3-Yr. Return: 2.68%
Expense Ratio: 0.08%
Total Assets (millions): $27,140

2. iShares Core MSCI Emerging Markets (IEMG)

YTD Flows (millions): $9,813
3-Yr. Return: 1.89%
Expense Ratio: 0.14%
Total Assets (millions): $31,555

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1. iShares Core S&P 500 (IVV)

YTD Flows (millions): $14,233
3-Yr. Return: 10.47%
Expense Ratio: 0.04%
Total Assets (millions): $113,870