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Yahoo
11-06-2025
- Business
- Yahoo
The Zacks Analyst Blog Highlights AGG, SGOV, QQQ, HYG and MSTY
Chicago, IL – June 11, 2025 – announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. ETFs recently featured in the blog include: iShares Core U.S. Aggregate Bond ETF AGG, iShares 0-3 Month Treasury Bond ETF SGOV, Invesco QQQ Trust QQQ, iShares iBoxx USD High Yield Corporate Bond ETF HYG and YieldMax MSTR Option Income Strategy ETF MSTY. Here are highlights from Tuesday's Analyst Blog: ETFs across various categories pulled in $5.6 billion in capital last week, pushing year-to-date inflows to $452 billion. Though U.S. equity ETFs recorded $2.4 billion in outflows, U.S. fixed-income ETFs led with $3.1 billion in inflows, followed by $2.7 billion into international fixed-income ETFs and $2.65 billion into international equity ETFs. Wall Street rallied last week with major indices near record highs. The S&P 500 closed above 6,000 for the first time since late February, buoyed by solid jobs data, which calmed worries about the economy. The economy added more-than-expected 139,000 jobs in May and the unemployment rate remained unchanged at 4.2%. The tech-heavy Nasdaq Composite Index turned positive for the first time since Feb. 21 last week after an impressive rally in May (read: Nasdaq Turns Positive in 2025: ETFs to Ride the Rally). Meanwhile, the decline in Treasury yields has raised the appeal for bond ETFs. The yield on the 10-year U.S. Treasury note saw its biggest one-day decline on June 4 since April 14. The 10-year yields touched 4.36% before climbing to 4.50% to end the last week. We have detailed the ETFs below. iShares Core U.S. Aggregate Bond ETF iShares Core U.S. Aggregate Bond ETF is the top asset creator, pulling in $1.4 billion in capital last week. It offers broad exposure to U.S. investment-grade bonds by tracking the Bloomberg US Aggregate Bond Index. iShares Core U.S. Aggregate Bond ETF holds 12,558 securities in its basket with an average maturity of 8.17 years and an effective duration of 5.80 years. iShares Core U.S. Aggregate Bond ETF has AUM of $125.5 billion and an average daily volume of 9 million shares. It charges 3 bps in annual fees. iShares 0-3 Month Treasury Bond ETF iShares 0-3 Month Treasury Bond ETF accumulated around $1.3 billion in its asset base last week. It offers exposure to U.S. Treasury bonds with remaining maturities less than or equal to three months. iShares 0-3 Month Treasury Bond ETF follows the ICE 0-3 Month US Treasury Securities Index with an average maturity of 0.10 years and an effective duration of 0.10 years. iShares 0-3 Month Treasury Bond ETF has AUM of $48.3 billion and trades in an average daily volume of 11.6 million shares. SGOV charges 9 bps in annual fees and has a Zacks ETF Rank #3 (Hold). Invesco QQQ Trust Invesco QQQ Trust raked in $1.3 billion in capital. It provides exposure to the 101 largest domestic and international non-financial companies listed on the Nasdaq by tracking the Nasdaq 100 Index. Invesco QQQ is one of the largest and most popular ETFs in the large-cap space, with an AUM of $338 billion and an average daily volume of 48.5 million shares. QQQ charges investors 20 bps in annual fees and has a Zacks ETF Rank #3 with a Medium risk outlook (read: Mag 7 ETFs Surge: Will the Rally Keep Rolling?). iShares iBoxx USD High Yield Corporate Bond ETF iShares iBoxx $ High Yield Corporate Bond ETF saw an inflow of $989.5 million last week. It offers exposure to a broad range of U.S. high-yield corporate bonds by tracking the Markit iBoxx USD Liquid High Yield Index. iShares iBoxx $ High Yield Corporate Bond ETF holds 1,269 securities in its basket with an average maturity of 3.70 years and an effective duration of 2.94 years. It is one of the most widely used high-yield bond ETFs, with AUM of $16.9 billion and an average daily volume of 38 million shares. HYG charges 49 bps in annual fees and has a Zacks ETF Rank #5 (Strong Sell) with a High risk outlook. YieldMax MSTR Option Income Strategy ETF YieldMax MSTR Option Income Strategy ETF has gathered $741.4 million in its asset base. It is an actively managed fund that seeks to generate monthly income by selling/writing call options on MicroStrategy (MSTR). MSTY pursues a strategy that aims to harvest compelling yields while retaining capped participation in the price gains of MSTR. It has AUM of $4.5 billion and trade in average dialy volume of 13 million shares. YieldMax MSTR Option Income Strategy ETF charges 99 bps in annual fees (read: High-Yield ETFs: Big Payouts, Bigger Trade-Offs?). Want key ETF info delivered straight to your inbox? Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week. Get it free >> Media Contact Zacks Investment Research 800-767-3771 ext. 9339 support@ Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit for information about the performance numbers displayed in this press release. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Invesco QQQ (QQQ): ETF Research Reports iShares iBoxx $ High Yield Corporate Bond ETF (HYG): ETF Research Reports iShares Core U.S. Aggregate Bond ETF (AGG): ETF Research Reports iShares 0-3 Month Treasury Bond ETF (SGOV): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
04-06-2025
- Business
- Yahoo
SGOV Pulls In $1.1B as Dow Jones, S 500 Notch Mild Gains
The iShares 0-3 Month Treasury Bond ETF (SGOV) attracted $1.1 billion on Tuesday, boosting its assets under management to $47.7 billion, according to data provided by FactSet. The inflows came as markets climbed, with the Dow Jones Industrial Average gaining 214 points and the S&P 500 rising 0.6% as Nvidia Corp. (NVDA) lifted tech stocks. The SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) pulled in $338.3 million, while the SPDR Gold Shares (GLD) attracted $279.6 million. The iShares Core U.S. Aggregate Bond ETF (AGG) gained $292.2 million, and the iShares iBoxx $ High Yield Corporate Bond ETF (HYG) collected $268.5 million. On the outflows side, the Invesco QQQ Trust (QQQ) saw outflows of just over $654 million despite the tech sector's advance. The iShares Russell 2000 ETF (IWM) lost $565.8 million, while the Vanguard Long-Term Corporate Bond ETF (VCLT) experienced outflows of $490 million. U.S. fixed-income ETFs collected $549.6 million in net inflows, while international equity ETFs gained $387.6 million. U.S. equity ETFs saw outflows of $475.9 million despite the market's positive performance. Overall, ETFs attracted $591.8 million as investors moved into short-term Treasurys amid ongoing trade uncertainty between the U.S. and China. Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change SGOV iShares 0-3 Month Treasury Bond ETF 1,063.92 47,715.90 2.23% BIL SPDR Bloomberg 1-3 Month T-Bill ETF 338.32 43,409.89 0.78% AGG iShares Core U.S. Aggregate Bond ETF 292.23 124,071.50 0.24% GLD SPDR Gold Shares 279.59 101,366.07 0.28% HYG iShares iBoxx $ High Yield Corporate Bond ETF 268.45 16,328.20 1.64% VOO Vanguard S&P 500 ETF 241.18 659,867.97 0.04% XLP Consumer Staples Select Sector SPDR Fund 232.03 16,865.37 1.38% MSTY YieldMax MSTR Option Income Strategy ETF 220.18 4,405.78 5.00% IWB iShares Russell 1000 ETF 162.74 39,870.50 0.41% SPY SPDR S&P 500 ETF Trust 148.13 603,509.61 0.02% Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change QQQ Invesco QQQ Trust Series I -654.02 335,823.62 -0.19% IWM iShares Russell 2000 ETF -565.83 61,130.19 -0.93% VCLT Vanguard Long-Term Corporate Bond ETF -490.04 9,741.28 -5.03% LQD iShares iBoxx $ Investment Grade Corporate Bond ETF -470.46 30,012.98 -1.57% IEF iShares 7-10 Year Treasury Bond ETF -469.62 34,150.86 -1.38% XLI Industrial Select Sector SPDR Fund -449.19 20,923.20 -2.15% TLT iShares 20+ Year Treasury Bond ETF -433.97 48,731.93 -0.89% EMXC iShares MSCI Emerging Markets ex China ETF -395.60 13,630.31 -2.90% DIA SPDR Dow Jones Industrial Average ETF Trust -338.96 37,981.71 -0.89% MUB iShares National Muni Bond ETF -279.21 38,314.39 -0.73% Net Flows ($, mm) AUM ($, mm) % of AUM Alternatives -7.89 10,003.92 -0.08% Asset Allocation 28.72 24,845.66 0.12% Commodities ETFs 331.51 215,150.06 0.15% Currency -183.71 141,167.04 -0.13% International Equity 387.60 1,803,563.53 0.02% International Fixed Income 274.01 291,054.44 0.09% Inverse 27.58 14,448.04 0.19% Leveraged -339.64 120,233.88 -0.28% US Equity -475.94 6,800,664.87 -0.01% US Fixed Income 549.55 1,656,512.94 0.03% Total: 591.78 11,077,644.37 0.01% Disclaimer: All data as of 6 a.m. Eastern time the date the article is published. Data are believed to be accurate; however, transient market data are often subject to subsequent revision and correction by the | © Copyright 2025 All rights reserved
Yahoo
02-06-2025
- Business
- Yahoo
DIA Leads Friday ETF Flows with $422M in AUM Gains
U.S.-listed ETFs attracted $2.4 billion in net inflows on Friday, May 30, wrapping up the shortened trading week on a positive note. The flows were fairly evenly split across categories, with U.S. equity, U.S. fixed income and international equity ETFs all pulling in healthy amounts of new money. Leading the pack was the SPDR Dow Jones Industrial Average ETF Trust (DIA), which brought in $422 million as investors leaned into blue-chip exposure. Not far behind was the Vanguard S&P 500 ETF (VOO), which saw $329 million of inflows, continuing its steady popularity among broad-market index investors. Also making the top inflows list were several thematic funds. The First Trust Dow Jones Internet Index Fund (FDN) drew fresh interest as investors looked toward internet and tech-related names. The Select Stoxx Europe Aerospace & Defense ETF (EUAD) also made a strong showing, underscoring continued investor appetite for defense-related themes amid ongoing geopolitical uncertainty. Meanwhile, the iShares 20+ Year Treasury Bond ETF (TLT) benefited from interest in long-duration Treasurys as yields remain elevated. On the flip side, outflows were led by the iShares Russell 2000 ETF (IWM), which has struggled to gain traction amid recent small-cap underperformance. The Invesco QQQ Trust (QQQ) and iShares 3–7 Year Treasury Bond ETF (IEI) also saw redemptions. For the full list of daily inflows and outflows for May 30, see the tables below. Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change DIA SPDR Dow Jones Industrial Average ETF Trust 422.49 38,317.09 1.10% VOO Vanguard S&P 500 ETF 329.07 657,328.88 0.05% FDN First Trust Dow Jones Internet Index Fund 287.12 7,028.10 4.09% TLT iShares 20+ Year Treasury Bond ETF 266.90 50,806.39 0.53% EUAD Select STOXX Europe Aerospace & Defense ETF 241.98 1,066.98 22.68% RSP Invesco S&P 500 Equal Weight ETF 240.04 71,413.18 0.34% SPXL Direxion Daily S&P 500 Bull 3x Shares 235.75 5,254.99 4.49% QUAL iShares MSCI USA Quality Factor ETF 194.63 51,027.89 0.38% XLI Industrial Select Sector SPDR Fund 192.66 21,231.68 0.91% AGG iShares Core U.S. Aggregate Bond ETF 185.80 124,072.78 0.15% Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change IWM iShares Russell 2000 ETF -773.08 62,351.19 -1.24% QQQ Invesco QQQ Trust Series I -754.09 333,877.88 -0.23% IEI iShares 3-7 Year Treasury Bond ETF -294.69 15,559.57 -1.89% XLF Financial Select Sector SPDR Fund -223.63 49,523.88 -0.45% VTV Vanguard Value ETF -216.61 133,168.02 -0.16% IEF iShares 7-10 Year Treasury Bond ETF -197.99 34,836.27 -0.57% IWD iShares Russell 1000 Value ETF -188.57 60,672.68 -0.31% BIL SPDR Bloomberg 1-3 Month T-Bill ETF -174.26 43,989.90 -0.40% FBTC Fidelity Wise Origin Bitcoin Fund -166.32 20,990.88 -0.79% IVV iShares Core S&P 500 ETF -148.22 582,357.14 -0.03% Net Flows ($, mm) AUM ($, mm) % of AUM Alternatives 23.99 10,000.37 0.24% Asset Allocation 30.85 24,787.28 0.12% Commodities ETFs 121.84 211,236.53 0.06% Currency -241.00 144,168.86 -0.17% International Equity 575.68 1,790,098.36 0.03% International Fixed Income 285.44 290,701.72 0.10% Inverse 67.34 14,631.11 0.46% Leveraged 194.57 120,785.28 0.16% US Equity 687.79 6,784,436.67 0.01% US Fixed Income 625.80 1,664,401.70 0.04% Total: 2,372.30 11,055,247.88 0.02% Disclaimer: All data as of 6 a.m. Eastern time the date the article is published. Data are believed to be accurate; however, transient market data are often subject to subsequent revision and correction by the | © Copyright 2025 All rights reserved Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
CNBC
29-05-2025
- Business
- CNBC
A rough stretch for bonds may force some pension funds to sell stocks on Friday
The stock market is set to end May with strong returns, but that may actually work against equities on Friday. A note from the Goldman Sachs trading desk showed that U.S. pension funds are expected to sell $20 billion of equities as part of their month-end rebalancing. That total dollar value ranks in the 86th percentile for net buying or selling in similar rebalances since 2000, according to Goldman. The reason is many pension plans have target allocations for the relative value of their stock holdings versus other assets like bonds or private equity — a large scale version of the traditional 60/40 portfolio. And while stocks have had a banner month, bonds have struggled, meaning that some significant shifts are needed to bring the two groups back in balance when it comes to model portfolios. The SPDR S & P 500 ETF Trust (SPY) is up more than 6% month to date, while the iShares 20+ Year Treasury Bond ETF (TLT) is down nearly 4%. Short-term bonds have held up better, but even Vanguard's Short-Term Treasury ETF (VGSH) is still on track for a negative month. TLT 1M mountain Long-dated bonds have struggled in May. "We're not used to sort of seeing the volatility we've seen in bonds, as well, and especially when you're working with something like pension funds or on the institution side, these fund flows can be in the billions easily. And when you start to see those rebalances take shape rather quickly, it can definitely be a short- to intermediate-term needle mover," said Bret Kenwell, U.S. investment analyst at eToro. To be sure, the selling by pensions could be an opportunity for less rigid investors to buy. HSBC upgraded its view of U.S. stocks to neutral from underweight late Wednesday, in part because of light positioning among long-only investors. Friday could see a chance for some of those to jump back into stocks, especially if they are more confident after apparent progress on tariffs in recent weeks. "Whether it's the 90-days pause or whether it's pushing out deadlines with the EU or legal proceedings like we saw last night, I think there's this sort of belief on Wall Street that we've seen the worst of the tariff situation shake out and that we should continue to move toward continued de-escalation," Kenwell said. — CNBC's Michael Bloom contributed to this report.
Yahoo
27-05-2025
- Business
- Yahoo
‘Widow Maker' Bond-ETF Trade Delivers Fast Gains for Dip-Buyers
(Bloomberg) -- Dip buyers in the dangerous world of long-dated Treasury debt are enjoying a rare pay day — and fast. UAE's AI University Aims to Become Stanford of the Gulf Pacific Coast Highway to Reopen Near Malibu After January Fires NY Wins Order Against US Funding Freeze in Congestion Fight Investors over the past week poured $1.8 billion into BlackRock Inc.'s iShares 20+ Year Treasury Bond ETF (ticker TLT) — the most among all the 630 ETFs that Bloomberg tracks — just as longer-maturity government bonds sold off on fears over America's debt trajectory. The timing has proved fortuitous. In Tuesday trading, Treasuries rallied — pushing the 30-year yield below 5% — on optimism about trade negotiations between the US and the European Union, and as Japan signaled it may adjust debt sales to stabilize its bond market. TLT jumped 1.7% during the session, on track for its biggest daily rise since February. It's a rare win for an ETF trade that has earned a reputation as a so-called widow maker. True to its infamy, TLT has attracted some $49 billion in the past five years despite shedding more than 40% in that time horizon. 'Investors aren't letting TLT's widow-maker reputation scare them off,' said Athanasios Psarofagis, ETF analyst at Bloomberg Intelligence. 'They're still buying in, holding on to hope that long-term Treasuries will finally bounce back.' For some time, bond investors have been demanding extra compensation for the risk of investing in longer-duration debt as Republican lawmakers haggled over President Donald Trump's signature tax-cut bill that would add trillions of dollars to already bulging budget gaps. Benchmark 30-year Treasury bonds surged above 5.1% last week to trade near the highest in almost two decades. But last week's buying streak in TLT suggests that a growing cohort of traders are betting that yields are high enough to entice buyers and compensate for the risks. Long-maturity bonds are most exposed to interest-rate risk, so they tend to rally the most when borrowing costs fall. 'Dip-buyers are trying to pick the bottom,' and long-term bonds give investors 'the biggest bang for your buck' because they are exposed to the most volatile part of the yield curve, said Byron Anderson, head of fixed income at Laffer Tengler Investments Inc. The iShares 10-20 Year Treasury Bond ETF (TLH) was also among the ETFs that attracted the most inflows over the past week, along with the iShares 0-3 Month Treasury Bond ETF (SGOV). Peter Tchir of Academy Securities is among those recommending long-bonds, saying the pessimism is overdone. Adding heft to his belief is the rally in global bonds after Japanese authorities signaled they are considering adjusting their debt plan. 'The situation wasn't as bad as the narrative,' said Tchir who recommended investors add duration last week. 'Positioning had swung from too bullish to too bearish fairly quickly, too.' Of course, TLT — which is almost as volatile as US stocks — isn't for faint hearts. In the options market, traders remain wary of further declines in long bonds. It costs more to buy put options in TLT than to purchase calls, a sign there is demand for downside protection. 'We believe the long end will continue to see term premium increase,' said Lindsay Rosner, head of multi-sector fixed income investing at Goldman Sachs Asset Management. 'It's all about the fiscal, what is the right level to lend at to countries whose balance sheets are trending the way they are.' Mark Zuckerberg Loves MAGA Now. Will MAGA Ever Love Him Back? Why Apple Still Hasn't Cracked AI Inside the First Stargate AI Data Center Millions of Americans Are Obsessed With This Japanese Barbecue Sauce How Coach Handbags Became a Gen Z Status Symbol ©2025 Bloomberg L.P.
