{"url":"https://etfiq.com/research/library/topic/flows/","section":"research","title":"Flows ETF Research: Papers and Summaries | ETFIQ","description":"16 public research papers on fund flows from issuers, banks and research firms, summarized by ETFIQ and tested against its data as of Oct 21, 2026.","as_of":"Oct 21, 2026","structured_data":[{"@type":"CollectionPage","name":"Research on fund flows","description":"As of Oct 21, 2026, 16 papers; 13 carry an ETFIQ take with figures of our own.","url":"https://etfiq.com/research/library/topic/flows/","dateModified":"2026-10-21","isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"},"publisher":{"@id":"https://etfiq.com/#org"}},{"@type":"ItemList","name":"Research on fund flows","numberOfItems":16,"itemListElement":[{"@type":"ListItem","position":1,"name":"Release: Estimated ETF Net Issuance","url":"https://etfiq.com/research/library/ici-release-estimated-etf-net-issuance/"},{"@type":"ListItem","position":2,"name":"Guide to ETFs","url":"https://etfiq.com/research/library/j-p-morgan-asset-management-guide-to-etfs/"},{"@type":"ListItem","position":3,"name":"ETF Data Watch","url":"https://etfiq.com/research/library/first-trust-etf-data-watch/"},{"@type":"ListItem","position":4,"name":"Release: Active and Index Investing, August 2026","url":"https://etfiq.com/research/library/ici-release-active-and-index-investing-august-2026/"},{"@type":"ListItem","position":5,"name":"Release: Exchange-Traded Fund Data, August 2026","url":"https://etfiq.com/research/library/ici-release-exchange-traded-fund-data-august-2026/"},{"@type":"ListItem","position":6,"name":"ETF Data Watch Flier - September 2026","url":"https://etfiq.com/research/library/first-trust-etf-data-watch-flier-september-2026/"},{"@type":"ListItem","position":7,"name":"Setting the record straight: The truths about index fund investing","url":"https://etfiq.com/research/library/vanguard-setting-the-record-straight-the-truths-about-index-fund/"},{"@type":"ListItem","position":8,"name":"Why ETF growth is booming","url":"https://etfiq.com/research/library/state-street-why-etf-growth-is-booming/"},{"@type":"ListItem","position":9,"name":"ETF Impact Report 2026-2027: Built for what\u2019s next. Shaping a shared future.","url":"https://etfiq.com/research/library/state-street-etf-impact-report-2026-2027-built-for-whats-next/"},{"@type":"ListItem","position":10,"name":"ETF Tax Treatment Supports Fairness, Efficiency, and Long-Term Investing","url":"https://etfiq.com/research/library/ici-etf-tax-treatment-supports-fairness-efficiency-and-long-term/"},{"@type":"ListItem","position":11,"name":"What\u2019s Next for ETFs: Innovation, Distribution, and the Investor Experience","url":"https://etfiq.com/research/library/ici-whats-next-for-etfs-innovation-distribution-and-the-investor/"},{"@type":"ListItem","position":12,"name":"2026 Investment Company Fact Book","url":"https://etfiq.com/research/library/ici-2026-investment-company-fact-book/"},{"@type":"ListItem","position":13,"name":"Trends in the Expenses and Fees of Funds, 2025","url":"https://etfiq.com/research/library/ici-trends-in-the-expenses-and-fees-of-funds-2025/"},{"@type":"ListItem","position":14,"name":"ETF flows rumbling along","url":"https://etfiq.com/research/library/state-street-etf-flows-rumbling-along/"},{"@type":"ListItem","position":15,"name":"2026 Trends Shaping Investment Products","url":"https://etfiq.com/research/library/blackrock-2026-trends-shaping-investment-products/"},{"@type":"ListItem","position":16,"name":"ETF Share Class Operational Considerations","url":"https://etfiq.com/research/library/ici-etf-share-class-operational-considerations/"}]},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"ETFIQ","item":"https://etfiq.com/"},{"@type":"ListItem","position":2,"name":"Research","item":"https://etfiq.com/research/"},{"@type":"ListItem","position":3,"name":"Library","item":"https://etfiq.com/research/library/"},{"@type":"ListItem","position":4,"name":"Flows","item":"https://etfiq.com/research/library/topic/flows/"}]},{"@type":"WebPage","name":"Flows ETF Research: Papers and Summaries","description":"16 public research papers on fund flows from issuers, banks and research firms, summarized by ETFIQ and tested against its data as of Oct 21, 2026.","url":"https://etfiq.com/research/library/topic/flows/","dateModified":"2026-10-21","isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"},"speakable":{"@type":"SpeakableSpecification","cssSelector":[".lede"]},"publisher":{"@id":"https://etfiq.com/#org"}}],"characters":6126,"truncated":false,"content":"ETFIQ / Research / Library / Flows \n \n Index as of Oct 21, 2026 \u00b7 updated when a paper is added.\n Research Library \u00b7 33 papers \u00b7 12 firms\n Research on fund flows\n Papers from issuers, banks, research firms and industry bodies, each summarized in ETFIQ\u2019s words with a link to the firm\u2019s own page, and tested against ETFIQ\u2019s data where it can be.\n As of Oct 21, 2026, 16 papers; 13 carry an ETFIQ take with figures of our own.\n Papers by topic\n Flows 16 Bonds 12 Outlooks 9 Themes 8 Crypto 3 Buffer 2 Income 2 By kind of source\n Issuer Bank Industry body Papers\n 1 to 16 of 16\n Investment Company Institute \u00b7 Industry body \u00b7 Oct 20, 2026 \u00b7 ETFIQ take\n Release: Estimated ETF Net Issuance \n In an October 2026 release, the Investment Company Institute estimated net ETF issuance of $53.26 billion for the week to October 14, 2026.\n Flows Bonds Read the paper \u2197 \n J.P. Morgan Asset Management \u00b7 Issuer \u00b7 Oct 15, 2026 \u00b7 ETFIQ take\n Guide to ETFs \n J.P. Morgan Asset Management's October 2026 Guide to ETFs counts 5,677 U.S. ETFs holding $16.3 Tn, with data through September 30, 2026.\n Flows Bonds Read the paper \u2197 \n First Trust \u00b7 Issuer \u00b7 Oct 7, 2026 \u00b7 ETFIQ take\n ETF Data Watch \n First Trust's October 2026 flows monitor shows US-listed ETFs took in $139.9 billion of net inflows in September, lifting total assets to $15.9 trillion.\n Flows Bonds Income Read the paper \u2197 \n Investment Company Institute \u00b7 Industry body \u00b7 Sep 30, 2026 \u00b7 ETFIQ take\n Release: Active and Index Investing, August 2026 \n The Investment Company Institute's September 2026 release shows index mutual funds and ETFs at $22.40 trillion in August, ahead of $18.87 trillion in active funds.\n Flows Read the paper \u2197 \n Investment Company Institute \u00b7 Industry body \u00b7 Sep 28, 2026 \n Release: Exchange-Traded Fund Data, August 2026 \n The Investment Company Institute's September 2026 release puts combined US ETF assets at $16.27 trillion in August, a monthly gain of 3.8 percent.\n Flows Bonds Read the paper \u2197 \n First Trust \u00b7 Issuer \u00b7 Sep 8, 2026 \u00b7 ETFIQ take\n ETF Data Watch Flier - September 2026 \n First Trust's September 2026 flows monitor counts $179.6 billion of net new money into US-listed ETFs during August, lifting their assets to $16.1 trillion.\n Flows Bonds Income Read the paper \u2197 \n Vanguard \u00b7 Issuer \u00b7 Aug 14, 2026 \u00b7 ETFIQ take\n Setting the record straight: The truths about index fund investing \n Vanguard's August 2026 study estimates index fund investors have avoided roughly $570 billion in extra fees since 2000 thanks to lower expense ratios.\n Flows Read the paper \u2197 \n State Street Investment Management \u00b7 Issuer \u00b7 Jul 16, 2026 \u00b7 ETFIQ take\n Why ETF growth is booming \n State Street Investment Management's July 2026 explainer, citing Morningstar, counts more than 14,000 ETFs worldwide holding $18.49 trillion.\n Flows Read the paper \u2197 \n State Street Investment Management \u00b7 Issuer \u00b7 Jun 11, 2026 \u00b7 ETFIQ take\n ETF Impact Report 2026-2027: Built for what\u2019s next. Shaping a shared future. \n State Street Investment Management's June 2026 ETF Impact Report says globally listed ETFs drew US$641 billion in the first quarter of 2026, a record start.\n Flows Read the paper \u2197 \n Investment Company Institute \u00b7 Industry body \u00b7 Jun 9, 2026 \n ETF Tax Treatment Supports Fairness, Efficiency, and Long-Term Investing \n A June 2026 Investment Company Institute article, noting ETFs are held by about 20 million US households, defends the tax rule behind in-kind redemptions.\n Flows Read the paper \u2197 \n Investment Company Institute \u00b7 Industry body \u00b7 Jun 5, 2026 \n What\u2019s Next for ETFs: Innovation, Distribution, and the Investor Experience \n In June 2026, the Investment Company Institute previewed its Nashville ETF Conference of June 8 to 10, with ETF share classes, AI and tokenization on the agenda.\n Flows Themes Read the paper \u2197 \n Investment Company Institute \u00b7 Industry body \u00b7 Apr 23, 2026 \u00b7 ETFIQ take\n 2026 Investment Company Fact Book \n The Investment Company Institute's April 2026 Fact Book puts US ETF net assets at $13.4 trillion across 4,495 funds at year-end 2025.\n Flows Read the paper \u2197 \n Investment Company Institute \u00b7 Industry body \u00b7 Mar 24, 2026 \u00b7 ETFIQ take\n Trends in the Expenses and Fees of Funds, 2025 \n The Investment Company Institute's March 2026 fee study finds index equity ETFs kept an asset-weighted average expense ratio of 0.14% in 2025.\n Flows Bonds Read the paper \u2197 \n State Street Investment Management \u00b7 Issuer \u00b7 Feb 3, 2026 \u00b7 ETFIQ take\n ETF flows rumbling along \n State Street Investment Management's February 2026 flows report counts $165 billion of ETF inflows in January, with non-US equity ETFs taking a record $60 billion.\n Flows Bonds Read the paper \u2197 \n BlackRock \u00b7 Issuer \u00b7 Jan 13, 2026 \u00b7 ETFIQ take\n 2026 Trends Shaping Investment Products \n BlackRock's January 2026 trends paper counts more than 4,700 ETFs in the U.S., with over a third launched within the last two years.\n Flows Themes Bonds Read the paper \u2197 \n Investment Company Institute \u00b7 Industry body \u00b7 Oct 23, 2025 \u00b7 ETFIQ take\n ETF Share Class Operational Considerations \n An October 2025 Investment Company Institute paper says at least 75 asset managers had sought SEC relief to add ETF share classes to existing mutual funds.\n Flows Read the paper \u2197 \n Firms in the library\n Investment Company Institute 8 State Street Investment Management 6 First Trust 4 Bitwise 3 Vanguard 3 Allianz Investment Management 2 J.P. Morgan 2 BlackRock 1 Calamos 1 Invesco 1 J.P. Morgan Asset Management 1 UBS 1 How the library works\n Each entry is a summary in ETFIQ\u2019s words and a link to the firm\u2019s own page; ETFIQ does not host the papers. Where a paper makes a claim ETFIQ\u2019s data can test, \"The ETFIQ take\" states the paper\u2019s figure and ETFIQ\u2019s figure side by side, dated, with links to the fund, desk or research page. A summary that fails a check is held, never published. How the library is made \n ETFIQ, Research Library: public ETF research, summarized and tested, as of Oct 21, 2026. https://etfiq.com/research/library/topic/flows/ Free to use with attribution . Open data \n ETFIQ is not affiliated with any firm listed here; logos identify the source.","source":"ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.","publisher":{"@id":"https://etfiq.com/#org","name":"ETFIQ","url":"https://etfiq.com"},"license":"https://etfiq.com/license/","license_text":"Figures ETFIQ computes are free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.","citation":"ETFIQ, Research Library: public ETF research, summarized and tested, as of Oct 21, 2026. https://etfiq.com/research/library/topic/flows/"}