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Statistical Report

Release: Closed-End Fund Assets, Third Quarter 2024

Closed-End Fund Assets and Net Issuance Washington, DC, November 25, 2024—The combined assets of the nation’s closed-end funds were $265.16 billion at the end of September 2024 according to ICI. The Institute’s quarterly statistical collection also includes the value of shares issued...

Shelly Antoniewicz, Chief Economist
Author

Shelly Antoniewicz

Rochelle (Shelly) Antoniewicz, Chief Economist, at the Investment Company Institute, conducts research on the structure and trends of the ETF and mutual fund industries and on financial markets in the US and globally. Shelly also contributes to analysis on financial systemic risks and...

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Statistical Report

Statistical Report

ETF Estimated Net Issuance Millions of dollars 12/2/2020 11/24/2020 11/18/2020 11/11/2020 11/4/2020 Equity 14,137 8,393 13,601 33,737 1,742 Domestic 8,788 3,572 9,522 28,825 1,373 World 5,349 4,821 4,079 4,912 369 Hybrid 183 107 254 222 -58 Bond 183 107 254 222 -58 Taxable 8,788 3,572...
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Investing Basics: Saving for Retirement on Your Own

A majority of workers aged 26 to 64 were active participants in a workplace retirement plan in 2017, according to ICI’s most recent tabulation of tax data. But what if you don’t have access to a workplace retirement plan?