Name: Inside The $22 Trillion ETF Industry | ETF IQ 6/22/2026
Uploaded: 2026-06-22T20:36:14+00:00
Duration: 2680 s

Speakers

Tushar Yadava — BlackRock Head of Markets for Model Portfolio Solutions

Jonathan Cleborne — Vanguard Managing Director, Head of Europe

Manuela Sperandeo — BlackRock Co-Head of European iShares

Mayuranki De — Vice President of ETF Strategy, Raymond James

Denitsa Tsekova — Cross-Asset Reporter, Bloomberg News

Katie Greifeld — Anchor, Bloomberg

Global Head of Digital Assets

Summary

The episode covers record ETF industry inflows reaching $1 trillion, the rise of model portfolios, SpaceX's historic IPO's impact on ETFs, Dimensional's fee cuts via share class mergers, and sector rotations from mega-cap tech to equal-weight strategies.

ETF flows surpass $1 trillion YTD in record time, driven by model portfolio allocations.
BlackRock's Tushar Yadava discusses cautious equity overweight and use of alternative ETFs as shock absorbers.
Victory Capital's Mannik Dhillon explains that ETF share classes amplify but won't fix a bad strategy.
Dimensional merges eight mutual funds into ETF share classes, enabling fee cuts on $250 billion.
SpaceX IPO triggers massive creation/redemption flows into ARK Innovation ETF (ARKK).
Hong Kong leveraged ETF tracking Korean chipmakers reaches $14 billion, prompting regulatory regret.
Raymond James' Mayuranki De points to outflows from Mega Cap ETF (MAGS) and inflows into equal-weight S&P 500 (RSP) as a sign of rotation.
iShares launches a Bitcoin covered call ETF offering monthly income.

Ideas

Tushar Yadava BlackRock Head of Markets for Model Portfolio Solutions 4:35

US equities to rise by year-end.

BlackRock remains overweight equities but trimmed slightly due to elevated starting points, though still expects the equity market to move higher by year-end supported by strong earnings; they added alternative ETF shock absorbers to manage volatility given risks from Fed hiking and higher oil prices.

Jonathan Cleborne Vanguard Managing Director, Head of Europe 30:23

Own the entire market for long-term gains.

Long-term stock market returns are driven by a small fraction of stocks, so investors should own the entire market through a total market index fund to capture the full return potential without needing to pick winners.

Manuela Sperandeo BlackRock Co-Head of European iShares 30:51

Thematic ETFs have big growth runway.

Thematic ETFs are opening up a new investor segment and have substantial growth runway as indices become more targeted, with real opportunity beyond traditional sector exposures, especially in themes like AI that span technology, materials and power infrastructure.

Mayuranki De Vice President of ETF Strategy, Raymond James 36:14

Rotating from MAGS to RSP.

ETF flow data shows investors rotating out of concentrated mega-cap tech ETFs (MAGS) into equal-weight S&P 500 (RSP), reflecting apprehension about big tech leadership and a desire for broader market exposure.

Mayuranki De Vice President of ETF Strategy, Raymond James 36:14

Rotating from MAGS to RSP.

This Bloomberg Markets video, published June 22, 2026, features Tushar Yadava, Jonathan Cleborne, Manuela Sperandeo, Mayuranki De discussing SPY, VTI, Thematic ETFs, MAGS, RSP. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Tushar Yadava, Jonathan Cleborne, Manuela Sperandeo, Mayuranki De · Tickers: SPY, VTI, Thematic ETFs, MAGS, RSP

Inside The $22 Trillion ETF Industry | ETF IQ 6/22/2026

Summary

Ideas

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