FI: Specialty — Defined Maturity Drives $177M in Inflows as iShares Dominates

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Weekly Channel Summary

The FI: Specialty ETF channel continues to demonstrate strong momentum, encompassing 148 ETFs across 14 issuers with total assets under management of $69 billion as of April 2, 2026. The channel has seen robust product innovation, with 29 new ETF launches over the past three months. On the flow side, the channel recorded $177 million in net inflows over the trailing five days, $5.35 billion year-to-date, and an impressive $21.57 billion over the past year — underscoring sustained and accelerating investor interest in fixed income specialty strategies.

Analyzing the Weekly Flows

The FI: Specialty channel generated $177 million in net inflows for the week ending April 2, 2026. At the category level, Specialty – Defined Maturity dominated with $150 million in five-day flows, driven overwhelmingly by the FI: Government segment, which led all segments with $105 million in weekly inflows. Within duration buckets, the 2028 maturity cohort led all specific-year durations with $103 million in inflows, while the 2026 duration bucket saw the largest outflows of the week at -$76 million — a dynamic likely reflecting assets rolling off or being repositioned as those bonds approach maturity.

Category Flows Summary

ETFA Category Fund Count AUM 5 Day Flow 30 Day Flow 90 Day Flow YTD Flow 1 Year Flow
Specialty – Defined Maturity 102 $68.1B $150M $1,006M $5,213M $5,316M $21,616M
Specialty – Interest Rate Volatility 8 $1.0B $28M $25M $26M $24M $74M
Fixed Income: Specialty – Maturing Ladder 20 $0.1B ($1M) $10M $11M $11M ($160M)
Total 130 $69.2B $177M $1,041M $5,250M $5,351M $21,530M

Segment Flows Summary

Segment Fund Count AUM 5 Day Flow 30 Day Flow 90 Day Flow YTD Flow 1 Year Flow
FI: Corporate 50 $52.5B $31M $609M $3,766M $3,855M $15,904M
FI: Government 54 $12.0B $105M $346M $1,069M $1,079M $4,009M
FI: Municipal 26 $4.7B $41M $87M $414M $416M $1,617M
Grand Total 130 $69.2B $177M $1,041M $5,250M $5,351M $21,530M

Duration Flows Summary

Duration Fund Count AUM 5 Day Flow 30 Day Flow 90 Day Flow YTD Flow 1 Year Flow
Duration: 2026 10 $13.1B ($76M) ($220M) ($541M) ($514M) $1,126M
Duration: 2027 11 $12.9B $17M $191M $819M $851M $3,630M
Duration: 2028 12 $11.4B $103M $344M $1,308M $1,328M $3,873M
Duration: 2029 11 $9.4B ($64M) $103M $948M $950M $3,429M
Duration: 2030 15 $7.4B $48M $210M $866M $875M $3,291M
Duration: 2031 11 $4.9B $15M $91M $554M $561M $1,983M
Duration: 2032 9 $3.8B $9M $61M $350M $355M $1,506M
Duration: 2033 8 $2.6B ($6M) $36M $225M $225M $884M
Duration: 2034 7 $1.8B $78M $123M $376M $379M $1,118M
Duration: 2035 11 $0.8B $22M $74M $309M $309M $559M
Duration: 2044 1 $0.1B $1M $1M $6M $6M $33M
Duration: 2045 3 $0.0B $0M $1M $0M $0M $5M
Duration: 2050 2 $0.0B $0M $0M $0M $0M $2M
Duration: 2054 1 $0.0B $0M $0M $0M $0M $1M
Duration: 2055 5 $0.0B $0M $2M $2M $2M $6M
Duration: 2060 2 $0.0B $0M $0M $0M $0M $2M
Duration: 2065 2 $0.0B $0M $0M $0M $0M $7M

Top & Bottom 5 ETFs by 5-Day Flow

At the individual ETF level, the IBTI iShares iBonds Dec 2028 Term Treasury ETF led all inflows for the week with $50 million in five-day flows. On the outflow side, the BSCT Invesco BulletShares 2029 Corporate Bond ETF posted the largest outflows at -$67 million, followed by the BSCQ Invesco BulletShares 2026 Corporate Bond ETF with -$23 million in outflows — both of which reflect repositioning activity in near-term and intermediate corporate bond maturities.

Ticker Fund Name 5-Day Flow
Inflows
IBTI iShares iBonds Dec 2028 Term Treasury ETF $50M
IBDZ iShares iBonds Dec 2034 Term Corporate ETF $40M
BSCY Invesco BulletShares 2034 Corporate Bond ETF $37M
PFIX Simplify Interest Rate Hedge ETF $23M
MYCH State Street My2028 Corporate Bond ETF $22M
Outflows
BSCT Invesco BulletShares 2029 Corporate Bond ETF ($67M)
BSCQ Invesco BulletShares 2026 Corporate Bond ETF ($23M)
IBDU iShares iBonds Dec 2029 Term Corporate ETF ($19M)
IBTG iShares iBonds Dec 2026 Term Treasury ETF ($18M)
IBHF iShares iBonds 2026 Term High Yield and Income ETF ($13M)

Issuer League Table Update

The FI: Specialty channel remains highly concentrated at the top, with iShares and Invesco collectively commanding over 97% of all channel assets. iShares leads with a commanding 57.81% market share ($40.07 billion in AUM), while Invesco holds the second spot at 39.62% ($27.46 billion). On the flow side, iShares was the clear weekly winner, attracting $136 million in five-day inflows — the most of any issuer. Invesco was the only issuer to record meaningful outflows for the week, seeing -$3 million in net redemptions.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 55 $40.07B 57.81%
Invesco 28 $27.46B 39.62%
State Street 21 $0.62B 0.89%
Quadratic 1 $0.48B 0.69%
Simplify 2 $0.25B 0.35%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
iShares $136M
State Street $30M
Vanguard $24M
Outflows
Invesco ($3M)
Northern Funds ($1M)
Other ($1M)

For a deeper dive into these trends, access our FREE, in-depth FI: Specialty ETF reports in the right side panel of this page.

Disclosures

This material is for informational purposes only and should not be considered investment advice. All investments, including ETFs, involve risk, including the possible loss of principal. Investors should consider their investment objectives, risks, charges, and expenses carefully before investing.

This analysis was developed by the team at ETF Action. We leverage advanced AI tools to assist in the drafting and refinement of our content, based on our expert prompts, direction, and final review.