IJR News — today's news from every side
+5 Tom Gallagher Reinsdorf still holding the keys makes this whole thing feel like a fancy pitch deck until he actually signs off.Old Mission pours $41 million into Vanguard Value ETF x/ishares-russell-1000 — Sep 5, 2026 Old Mission Investment Co LLC disclosed new stakes in Stryker, AT&T, iShares Russell 1000 Growth ETF, iShares U.S. Aerospace & Defense ETF, and Vanguard Value ETF in the second quarter, signaling a diversified expansion across healthcare, telecom, growth equities, defense, and broad-value exposure. Nicole Hardy $41 million into a value ETF plus a growth ETF at the same time tells me they're not making a big directional bet either way.Chris Dalton Diversifying into total bond market makes sense if rate cuts are finally on the horizon, locking in yields now.
Compass Financial Invests $32.9M Across Five ETFs Finance — Sep 3, 2026 Compass Financial Management LLC disclosed new positions in five ETFs in the second quarter: Vanguard Total Stock Market ETF (VTI) with 5,730 shares (~$2.18 million), Schwab U.S. Dividend Equity ETF (SCHD) with 160,913 shares (~$5.26 million), iShares Floating Rate Bond ETF (FLOT) with 116,171 shares (~$5.93 million), Vanguard Intermediate-Term Bond ETF (BIV) with 20,120 shares (~$1.54 million), and Janus Henderson AAA CLO ETF (JAAA) with 357,142 shares (~$18.04 million). The moves highlight a diversified allocation across U.S. equities, dividends, floating-rate bonds, intermediate-term bonds, and CLOs. +17 +39 Marcus Bell Those small monthly payouts on the bond ETFs add up more than people think, especially with a defined maturity fund like the 2055 term treasury one.
Wealthspire Retirement LLC Expands ETF Holdings in EM Treasuries S&P 500 x/s-p-500 — Jul 23, 2026 Wealthspire Retirement LLC expanded positions across several ETFs in Q1 2026, boosting stakes in Vanguard FTSE Emerging Markets ETF, FT Vest SDVD, iShares SHY, iShares IVV, and SPDR SPSB. The largest allocation remains iShares Core S&P 500 ETF (IVV) at about $302.6 million, with notable increases in SHY, SPSB, VWO, and SDVD ranging from roughly $14 million to $26.8 million committed. Cassaday Boosts MGK Stake to 3.72M Shares Finance — Jul 21, 2026 Cassaday & Co Wealth Management LLC made notable portfolio moves in Q1: it increased its stake in Vanguard Mega Cap Growth ETF (MGK) and boosted its position in iShares S&P Mid-Cap 400 Growth ETF (IJK), while sharply increasing holdings in iShares Bitcoin Trust ETF (IBIT) and trimming its position in iShares Russell 1000 Value ETF (IWD). The changes saw MGK rise to 3,719,368 shares, IJK at 212,240 shares, IBIT at 45,227 shares, and IWD reduced to 417,951 shares as part of ongoing portfolio adjustments across multiple ETFs. Lido Advisors trims holdings across funds, Morgan Stanley x/s-p-500 — Jul 23, 2026 Lido Advisors LLC trimmed multiple holdings in Q1, including selling 47,324 Morgan Stanley shares and 116,899 iShares MSCI ACWI ETF shares, as well as reducing Vanguard Russell 2000 ETF by 44,696 shares, State Street SPDR Portfolio S&P 500 ETF by 274,937 shares, and iShares Russell Mid-Cap Growth ETF by 11,055 shares. The firm’s remaining positions across these funds remained sizable, reflecting broad adjustments among its diversified stock and ETF holdings. Mizuho Markets Cayman LP Shifts Major Holdings x/ishares — Jul 23, 2026 Mizuho Markets Cayman LP remained actively adjusting its equity portfolio in Q1 2026, cutting its stake in the iShares 1-3 Year Treasury Bond ETF by 55.8% and selling 822,100 shares, while adding to positions in ARM Holdings, HA Sustainable Infrastructure Capital, Applied Materials, and Automatic Data Processing. Notable moves include a 900,000-share purchase in HA Sustainable Infrastructure Capital, a rise to 31,654 ARM shares, 28,465 AMAT shares after a 14,199-share purchase, and a new 7,336-share stake in ADP. Clearwater Capital Reports Broad Q1 ETF Position Changes x/united-states-securities-and-exchange-commission — Jul 23, 2026 In the first quarter, Clearwater Capital Advisors LLC actively adjusted holdings across multiple ETFs, buying several new positions and increasing exposure in others while trimming a stake in SPDR Portfolio Mortgage Backed Bond ETF. The firm added 4,031 shares of ProShares Ultra Technology, 16,513 shares of Direxion Daily Semiconductors Bull 3x Shares, and 11,204 shares of iShares U.S. Small Cap Equity Factor ETF (now totaling 479,209 shares), while raising First Trust Low Duration Opportunities ETF to about 909,130 shares and cutting SPMB by 29.2% to 236,435 shares. PNC Reconfigures ETF Portfolio in Q1 13F, Cuts VOE, VEA, Raises CQQQ x/the-pnc-financial-services-group — Jul 22, 2026 PNC Financial Services Group Inc. trimmed its position in Vanguard Mid-Cap Value ETF (VOE) by 0.5 to 1,461,159 shares, while reducing Vanguard FTSE Developed Markets ETF (VEA) holdings by 4.9 to 8,084,586 shares, and simultaneously boosted its stake in Invesco China Technology ETF (CQQQ) by 23.0% to 10,218,668 shares. It also declined its position in iShares S&P 500 Growth ETF (IVW) by 0.7% to 5,390,020 shares, and increased Vanguard Mid-Cap ETF (VO) holdings by 2.4% to 2,358,867 shares. Stephens Greth Expands ETF Stakes Across VGK, EWJ x/europe — Jul 22, 2026 Stephens Greth Foundation continued expanding its ETF exposure, boosting its stake in Vanguard FTSE Europe ETF (VGK) to 581,343 shares—about a 376% increase—and signaling VGK as a top holding, while also increasing its position in iShares MSCI Japan ETF (EWJ) to 287,652 shares, a roughly 378% rise. The foundation’s activity spans VGK, EWJ, and Vanguard FTSE Emerging Markets ETF (VWO), reflecting a broader pattern of aggressive additions alongside other large investors across these funds. CacheTech Expands Stake in SPMB, VV, FSLR, EWY x/the-vanguard-group — Jul 22, 2026 CacheTech Inc. continued to adjust its portfolio by boosting holdings in SPMB and Vanguard Large-Cap ETF, buying more shares of both, while taking a new stake in First Solar and trimming its position in iShares MSCI South Korea ETF, signaling ongoing diversification. The moves come alongside other institutional activity in related funds, reflecting a broad pattern of rebalancing across large-cap, fixed-income, and international exposures. Madison Asset Management Boosts JIRE Stake, Trims Others Finance — Jul 21, 2026 Madison Asset Management LLC reshuffled several ETF positions in Q1, notably boosting its stake in JPMorgan International Research Enhanced Equity ETF by about 8% to 335,261 shares, while trimming holdings in iShares MSCI Emerging Markets Asia ETF, Madison Short Term Strategic Income ETF, and Madison Dividend Value ETF by roughly 6.3%, 11%, and 7.8% respectively. The moves were part of broader fund activity noted among multiple investors, including new positions and other percentage changes across the listed funds.
