Mutual fund and ETF providers in the United States

Statistics report on Mutual fund and ETF providers in the U.S.

Mutual fund and ETF providers in the United States

This report provides information on the providers of mutual funds and exchange traded funds (ETFs) in the United States. Following an overview of the global investment fund industry, this report provides a comparison of the largest U.S. investment companies by assets under management (AUM), the asset classes invested in, the type of products offered, the largest single investment funds, and the fastest growing single investment funds. To conclude, information is provided both around investor demographics and future intentions.

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Table of contents

Overview

8
  • Premium Statistic Number of investment funds in the U.S. 2000-2022, by type
  • Basic Statistic Total net assets of US-based mutual funds worldwide 1998-2022
  • Basic Statistic Total net assets of ETFs in the U.S. 2002-2022
  • Premium Statistic Leading fund managers worldwide 2024, by AUM
  • Premium Statistic Leading providers of ETFs in the U.S. 2023, by assets
  • Premium Statistic Largest mutual funds worldwide in November 2022, by net assets
  • Premium Statistic Largest ETFs in the U.S. in July2022, by assets under management
  • Premium Statistic Top ETF inflows listed in the U.S. 2023, by weekly flows

Assets of leading providers

5
  • Premium Statistic Total assets under management of BlackRock 2008-2023
  • Basic Statistic Assets under management of Vanguard 1975-2024
  • Premium Statistic Assets under management of Fidelity by type 2022
  • Basic Statistic Total assets under management of State Street, 2010-2023
  • Premium Statistic Total client assets managed Charles Schwab 2013-2022

Asset class distribution

7
  • Premium Statistic Expense ratios of mutual fund investors in the U.S. 2000-2022, by fund type
  • Basic Statistic Distribution of investment fund assets in the U.S. 2022, by asset class
  • Premium Statistic Assets under management of BlackRock 2014-2022, by asset class
  • Basic Statistic Discretionary assets under management of Fidelity by asset class 2021
  • Premium Statistic Assets under management of State Street by asset class 2019-2022
  • Premium Statistic Distribution of Charles Schwab's AUM by asset class 2016-2022
  • Premium Statistic Net industry funds flow for investment funds in the U.S.2021, by asset class

Product distribution

5
  • Premium Statistic Active vs passive investment funds in the U.S. 2012 and 2022, by type
  • Premium Statistic Assets under management of BlackRock 2022, by investment style and client type
  • Premium Statistic Assets under management share of State Street by investment approach 2021
  • Premium Statistic Distribution of Charles Schwab's AUM by business 2016-2022
  • Premium Statistic Number of investment funds in the U.S. 2000-2022, by type

Largest funds

5
  • Premium Statistic Largest BlackRock equity ETFs worldwide in July 2023, by net AUM
  • Premium Statistic Largest Vanguard investment funds worldwide in March 2024, by net assets
  • Premium Statistic Largest Fidelity investment funds worldwide in September 2023, by net assets
  • Premium Statistic Largest State Street investment funds worldwide in November 2022, by net assets
  • Premium Statistic Largest Charles Schwab investment funds worldwide in October 2022, by net assets

Fastest growing funds

5
  • Basic Statistic BlackRock's, leading global investment funds February 2024, by NAV average return
  • Premium Statistic Top performing investment funds owned by Vanguard worldwide 2023, by one-year return
  • Premium Statistic Fastest growing Fidelity funds worldwide in October 2021, by one year return
  • Premium Statistic Fastest growing State Street funds worldwide in October 2021, by one year return
  • Premium Statistic Fastest growing Charles Schwab funds worldwide in September 2021, by one year return

Consumer behavior

6
  • Basic Statistic Net new cash flow to mutual funds in the U.S. 2000-2022
  • Basic Statistic Net issuance of ETF shares in the U.S. 2006-2022
  • Premium Statistic Household preference for banks or regulated funds in U.S., Japan, and the EU 2022
  • Basic Statistic Share of households owning mutual funds in the U.S. 1980-2022
  • Premium Statistic Share of households owning mutual funds in the U.S. 2022, by age of household head
  • Premium Statistic Share of households investing in mutual funds in the U.S. 2021, by household income
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FURTHER REPORTS

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