iShares and Capital Group Drive $5.2B Daily ETF Inflows as ARK Faces Headwinds

Issuer League Tables

The issuer landscape on January 27, 2026, was characterized by significant absolute leadership from iShares, which captured $1,384M in daily flows, contributing to its $10.66B year-to-date total. Capital Group followed with $1,161M in daily flows, representing a robust 1.00% of its $116.06B AUM. In contrast, ARK experienced the most severe absolute and relative outflows, losing $482M on the day, which accounted for -3.19% of its total assets. Sterling Capital also faced relative pressure, with a daily outflow of $137M representing -11.53% of its AUM.

Issuer Flows (Absolute)

Issuer Flows (Relative)

Daily ETF Flow Analysis

Total daily market flows reached $5,243M, driven primarily by the Equity and Fixed Income asset classes. Equity ETFs led with $2,482M in new assets, while Fixed Income followed closely with $2,268M, marking a significant one-day contribution to its $47.15B year-to-date total. Non-Traditional ETFs added $134M, contrasting with a broader year-to-date outflow of $351M. Digital Asset ETFs saw a modest $106M in daily inflows, slightly offsetting the significant $4,419M outflow observed over the past month.

Asset Class Flows

Top 10 Category Flows

Bottom 10 Category Flows

U.S. Size & Style

The U.S. Size & Style segment saw concentrated daily activity, led by U.S. Large Cap Growth with $770M in daily inflows, contributing to its $1,268.2B AUM. In contrast, U.S. Large Cap Blend faced a significant $1,190M daily outflow, bringing its one-week net flows to a negative $11,245M. Capital Group dominated the leader table with CGGR and CGUS attracting $466M and $386M respectively. Conversely, SPDR S&P 500 ETF (SPY) led laggards with an $866M daily outflow.

Size & Style ex-U.S.

International equity flows were led by Global Ex-U.S. Large Cap Blend, which secured $370M in daily inflows, bringing its total AUM to $997.5B. Emerging Large Cap followed closely with $358M in daily activity and a strong $53.6B year-to-date flow profile. iShares Core MSCI Emerging Markets ETF (IEMG) was the individual leader, attracting $260M, while Vanguard Total International Stock ETF (VXUS) added $215M. On the negative side, iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) saw $67M in daily outflows.

Sector & Industry

Financials dominated sector flows with $1,256M in daily inflows, significantly outperforming its one-week trend and bringing its total AUM to $103.6B. Energy ETFs followed with $683M in daily activity, a sharp reversal compared to its negative $6,266M one-year flow profile. Utilities ETFs suffered the most significant daily loss, shedding $1,026M. State Street’s XLF and XLE were the individual leaders, attracting $505M and $305M respectively, while Consumer Staples (XLP) lost $281M.

Region & Country

Latin America led regional flows with $193M in daily activity, bringing its one-year total flow to $5,442M. Asia-Pacific followed with $184M daily, despite having a massive $142.8B AUM, while Eurozone saw only $6M in daily inflows. iShares MSCI South Korea ETF (EWY) was the specific leader with $135M daily, followed by iShares MSCI Taiwan ETF (EWT) with $105M. In contrast, iShares MSCI Japan ETF (EWJ) faced significant pressure with a $115M daily outflow.

Thematic

Thematic equity flows were mixed, with Disruptive Tech leading at $278M daily, bringing its AUM to $55.6B. Infrastructure and Precious Metals categories followed with $183M and $174M respectively, while FinTech suffered a sharp $410M daily outflow. Roundhill Magnificent Seven ETF (MAGS) was the standout leader with $214M in daily flows. Conversely, ARK Blockchain & Fintech Innovation ETF (ARKF) led laggards with a substantial $401M outflow.

Fixed Income

Fixed Income type flows were led by Corporate and Multi-Sector categories, which attracted $642M and $567M respectively. Duration: Intermediate was the preferred maturity bucket, securing a massive $1,569M daily inflow and reaching $1,370.5B in total AUM. iShares 20+ Year Treasury Bond ETF (TLT) led individual leaders with $336M daily, while Invesco Ultra Short Duration ETF (GSY) led laggards with a $151M outflow.

Commodity

Industrial Metals led commodity flows on a relative basis with $84M in daily inflows, while Multi-Sector added $57M, significantly outperforming its one-week trend. Precious Metals, the largest category with $389.12B in AUM, saw a modest $1M daily inflow, despite a massive $59.0B one-year flow profile. GLDM and GLD dominated leaders with $202M and $140M respectively. iShares Silver Trust (SLV) faced heavy pressure, losing $447M daily.

Cryptocurrency

Ethereum ETFs led cryptocurrency flows on a relative basis with $95M in daily activity, helping to offset a negative $486M monthly trend. Altcoin and Bitcoin categories followed with modest gains of $8M and $3M respectively, while Multicoin ETFs remained flat. Fidelity Ethereum Fund ETF (FETH) was the clear standout leader with $137M in daily inflows. On the laggard side, ProShares Ether ETF (EETH) and iShares Ethereum Trust ETF (ETHA) lost $22M and $20M respectively.

Non-Traditional

Synthetic Income ETFs led non-traditional flows with $181M daily, maintaining a strong $5,774M year-to-date trajectory. Buffer ETFs added $42M daily, while Leverage | Inverse ETFs faced an $89M daily outflow, bringing its monthly flow profile to a significant negative $5,441M. ProShares UltraPro Short QQQ (SQQQ) was the absolute flow leader with $124M. In contrast, ProShares UltraPro QQQ (TQQQ) suffered a $231M daily outflow.

Recent Launches

The ETF market continues to see active product development, with 331 launches occurring in the past three months. Recent entries include specialized securitized active ETFs from iShares and single-stock leverage products from Tradr. BNY Mellon has also introduced a suite of municipal bond ETFs, which have attracted significant early assets. The top 10 most recent launches represent a mix of unclassified active strategies and non-traditional leverage products.