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  2. Form 13F - Wikipedia

    en.wikipedia.org/wiki/Form_13F

    Form 13F is a quarterly report filed, per United States Securities and Exchange Commission regulations, [1] by "institutional investment managers" with control over $100M in assets to the SEC, listing all equity assets under management. [2]

  3. List of US mutual funds by assets under management

    en.wikipedia.org/wiki/List_of_US_Mutual_Funds_By...

    Fund Name Assets (millions of USD) 1 SPDR S&P 500 ETF $ 260,765.80 2 Vanguard 500 Idx Adm $ 256,872.60 3 Vanguard TSM Idx Adm $ 209,796.70 4 Fidelity 500 Index Fund $ 179,000.00 5 iShares:Core S&P 500 $ 159,711.30 6 Vanguard TSM Idx Inst+ $ 152,993.40 7 Vanguard Tot I S Inv $ 135,697.90 8 Vanguard TSM Idx Inv $ 133,038.00 9

  4. CUSIP - Wikipedia

    en.wikipedia.org/wiki/CUSIP

    The origins of the CUSIP system go back to 1964, when the financial markets were dealing with what was known as the securities settlement paper crunch on Wall Street. [5] [6] [7] At that time, increased trading volumes of equity securities, which were settled by the exchange of paper stock certificates, caused a backlog in clearing and settlement activities.

  5. iShares Obtains New Cusip Numbers For Four ETFs - AOL

    www.aol.com/news/2013-05-31-ishares-obtains-new...

    iShares Obtains New Cusip Numbers For Four ETFs SAN FRANCISCO--(BUSINESS WIRE)-- BlackRock, Inc. (NYS: BLK) today announced that four of its iShares Exchange Traded Funds (ETFs) have obtained new ...

  6. What are mutual funds? Your guide to professional portfolio ...

    www.aol.com/finance/what-are-mutual-funds...

    The average expense ratios for bond and stock ETFs ranged from 0.11% to 0.15% in 2023, compared to 0.37% to 0.42% for mutual funds, according to the Investment Company Institute. Mutual funds vs ...

  7. Category:Mutual funds of the United States - Wikipedia

    en.wikipedia.org/wiki/Category:Mutual_funds_of...

    List of mutual-fund families in the United States; List of US mutual funds by assets under management; 0–9. 2003 mutual fund scandal; A. Amana Mutual Funds Trust;

  8. SPDR S&P 500 ETF Trust - Wikipedia

    en.wikipedia.org/wiki/SPDR_S&P_500_ETF_Trust

    The SPDR S&P 500 ETF Trust is an exchange-traded fund which trades on the NYSE Arca under the symbol SPY (NYSE Arca: SPY). The ETF is designed to track the S&P 500 index by holding a portfolio comprising all 500 companies on the index. [1] It is a part of the SPDR family of ETFs and is managed by State Street Global Advisors. [2]

  9. Mutual fund pioneer MFS Investment Management launches ... - AOL

    www.aol.com/mutual-fund-pioneer-mfs-investment...

    MFS Investment Management, the Boston-based asset manager that unveiled the world's first open-ended mutual fund a century ago, is making a foray into exchange-traded funds with the launch of five ...

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