FI Specialty ETFs Hit $70B AUM: Defined Maturity Leads the Charge

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Weekly Channel Summary

The FI: Specialty channel currently manages $70B in total Assets Under Management (AUM) across 148 ETFs, supported by 14 distinct issuers. Over the past week, the space gathered a net positive flow of $36M. This short-term gain builds on steady momentum, with Year-to-Date (YTD) flows reaching $5.39B and 1-Year flows hitting a massive $21.64B.

Analyzing the Weekly Flows

Overall, the FI: Specialty channel attracted a net flow of $36M this past week. The Specialty Defined Maturity category led the way with robust inflows totaling $138M. Among segments, FI: Corporate was the top gatherer, pulling in $52M. Looking at specific maturity horizons, the Duration: 2028 bucket saw the most interest, attracting $83M in weekly inflows, while the Duration: 2026 bucket experienced the largest outflows at -$115M.

Category Flows Summary

ETFA Category Fund Count AUM 5 Day Flow 30 Day Flow 90 Day Flow YTD Flow 1 Year Flow
Specialty Defined Maturity 102 $68.5B $138M $840M $4,443M $5,454M $21,801M
Specialty – Interest Rate Volatility 8 $0.9B -$102M -$60M -$70M -$78M $0M
Fixed Income: Specialty – Maturing Ladder 20 $0.1B $0M $2M $10M $11M -$162M

Segment Flows Summary

Segment Fund Count AUM 5 Day Flow 30 Day Flow 90 Day Flow YTD Flow 1 Year Flow
FI: Corporate 50 $52.8B $52M $457M $3,058M $3,907M $16,065M
FI: Government 54 $11.9B -$57M $217M $909M $1,022M $3,920M
FI: Municipal 26 $4.8B $41M $107M $416M $458M $1,654M

Duration Flows Summary

Duration Fund Count AUM 5 Day Flow 30 Day Flow 90 Day Flow YTD Flow 1 Year Flow
2026 10 $13.0B -$115M -$319M -$654M -$629M $1,091M
2027 11 $12.9B $23M $170M $682M $874M $3,652M
2028 12 $11.5B $83M $354M $1,218M $1,411M $3,955M
2029 11 $9.4B $30M $74M $786M $979M $3,452M
2030 15 $7.5B $22M $174M $743M $897M $3,300M
2031 11 $5.0B $13M $100M $498M $574M $2,009M
2032 9 $3.8B $8M $42M $306M $363M $1,504M
2033 8 $2.6B $19M $39M $202M $244M $906M
2034 7 $1.8B $22M $130M $374M $401M $1,124M
2035 11 $0.9B $34M $77M $291M $343M $590M
2044 1 $0.1B $0M $1M $6M $6M $33M
2045 3 $0.0B $0M $0M $0M $0M $5M
2050 2 $0.0B $0M $0M $0M $0M $2M
2054 1 $0.0B $0M $0M $0M $0M $1M
2055 5 $0.0B $0M $1M $2M $2M $6M
2060 2 $0.0B $0M $0M $0M $0M $2M
2065 2 $0.0B $0M $0M $0M $0M $7M

Top & Bottom 5 ETFs by 5-Day Flow

This week, the MYCH (State Street My2028 Corporate Bond ETF) captured the highest inflows, adding $36M. Conversely, the IVOL (KraneShares Quadratic Interest Rate Volatility and Inflation Hedge ETF) and BSCQ (Invesco BulletShares 2026 Corporate Bond ETF) faced the largest redemptions, with outflows of -$130M and -$47M respectively.

Ticker Fund Name 5-Day Flow
Inflows
MYCH State Street My2028 Corporate Bond ETF $36M
IBTQ iShares iBonds Dec 2035 Term Treasury ETF $20M
PFIX Simplify Interest Rate Hedge ETF $16M
IBIE iShares iBonds Oct 2028 Term TIPS ETF $14M
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF $12M
Outflows
IVOL KraneShares Quadratic Interest Rate Volatility and Inflation Hedge ETF -$130M
BSCQ Invesco BulletShares 2026 Corporate Bond ETF -$47M
IBTG iShares iBonds Dec 2026 Term Treasury ETF -$47M
IBDR iShares iBonds Dec 2026 Term Corporate ETF -$24M
BSJQ Invesco BulletShares 2026 High Yield Corp Bond ETF -$9M

Issuer League Table Update

The FI: Specialty channel is heavily concentrated at the top, with iShares dominating at 57.87% market share, followed closely by Invesco at 39.65%. This week, iShares led all issuers by capturing $84M in net inflows, whereas Quadratic experienced the heaviest outflows, shedding -$130M.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 55 $40.28B 57.87%
Invesco 28 $27.60B 39.65%
State Street 21 $0.66B 0.94%
Quadratic 1 $0.35B 0.50%
Simplify 2 $0.26B 0.37%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
iShares $84M
State Street $35M
Invesco $32M
Outflows
Quadratic -$130M
Global X $0M
Stone Ridge $0M

For a deeper dive into these trends, access our FREE, in-depth FI: Specialty ETF reports in the right side panel of this page.

Disclosures

This material is for informational purposes only and should not be considered investment advice. All investments, including ETFs, involve risk, including the possible loss of principal. Investors should consider their investment objectives, risks, charges, and expenses carefully before investing.

This analysis was developed by the team at ETF Action. We leverage advanced AI tools to assist in the drafting and refinement of our content, based on our expert prompts, direction, and final review.