Mutual fund and ETF providers in the United States
Statistics report on Mutual fund and ETF providers in the U.S.
This report provides information on the providers of mutual funds and exchange traded funds (ETFs) in the United States. Following an overview of the global investment fund industry, this report provides a comparison of the largest U.S. investment companies by assets under management (AUM), the asset classes invested in, the type of products offered, the largest single investment funds, and the fastest growing single investment funds. To conclude, information is provided both around investor demographics and future intentions.
Report Details
Mutual fund and ETF providers in the United States
Pages
57 Pages
Format
PPTX
,
PDF
Language
English
Released
2025
Access
Download from this page
Comprehensive data insights
Includes all relevant statistics
Compiled by our industry experts
Table of contents
Overview
8
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Statistic
Number of investment funds in the U.S. 2000-2025, by type
Basic
Statistic
Total net assets of US-based mutual funds worldwide 1998-2025
Basic
Statistic
Total net assets of ETFs in the U.S. 2002-2025
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Statistic
Leading fund managers worldwide 2025, by AUM
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Statistic
Leading providers of ETFs in the U.S. 2025, by assets
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Largest mutual funds worldwide in August 2025, by net assets
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Largest ETFs in the U.S. in August 2025, by assets under management
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Statistic
Top ETF inflows listed in the U.S. 2025, by weekly flows
Assets of leading providers
5
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Total assets under management of BlackRock 2008-Q2 2025
Basic
Statistic
Assets under management of Vanguard 1975-2025
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Assets under management of Fidelity by type 2026
Basic
Statistic
Total assets under management of State Street, 2010-2025
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Total client assets managed Charles Schwab 2013-2024
Asset class distribution
7
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Expense ratios of mutual fund investors in the U.S. 2000-2024, by fund type
Basic
Statistic
Distribution of investment fund assets in the U.S. 2025, by asset class
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Assets under management of BlackRock 2014-2024, by asset class
Basic
Statistic
Discretionary assets under management of Fidelity by asset class 2024
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Assets under management of State Street by asset class 2019-2024
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Distribution of Charles Schwab's AUM by asset class 2016-2024
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Morningstar fund categories with the largest flows in the U.S. July 2025, by type
Product distribution
5
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Active vs passive investment funds in the U.S. 2010 and 2025, by type
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Assets under management of BlackRock 2024, by investment style and client type
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Assets under management share of State Street by investment approach 2024
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Distribution of Charles Schwab's AUM by business 2016-2024
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Number of investment funds in the U.S. 2000-2025, by type
Largest funds
5
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Largest BlackRock equity ETFs worldwide in August 2025, by net AUM
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Statistic
Largest Vanguard investment funds worldwide in August 2025, by net assets
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Statistic
Largest Fidelity investment funds worldwide in August 2025, by net assets
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Statistic
Largest State Street investment funds worldwide August 2025, by net AUM
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Statistic
Largest Charles Schwab investment funds worldwide in August 2025, by net assets
Fastest growing funds
5
Basic
Statistic
BlackRock's, leading global investment funds August 2025, by NAV average return
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Statistic
Top performing investment funds owned by Vanguard worldwide 2025, by one-year return
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Statistic
Fastest-growing Fidelity funds worldwide, August 2025, by one-year return
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Statistic
Fastest-growing State Street funds worldwide in August 2025 by one-year return
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Statistic
Fastest-growing Charles Schwab funds worldwide in August 2025, by one-year return
Consumer behavior
5
Basic
Statistic
Net new cash flow to mutual funds in the U.S. 2000-2024
Basic
Statistic
Net issuance of ETF shares in the U.S. 2006-2024
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Household preference for banks or regulated funds in the U.S., Japan, and the EU 2024
Basic
Statistic
Share of households owning mutual funds in the U.S. 1980-2025
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Share of households owning mutual funds in the U.S. 2025, by age of household head
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