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Genius — OpenServe

Aspiriant Invests Nearly $29 Million Across Five ETFs — 2dAspiriant LLC disclosed new third-quarter positions in five exchange-traded funds: iShares Core S&P Mid-Cap, NYLIM Hedge Multi-Strategy Tracker, iShares California Muni Bond, iShares MSCI EAFE Min Volatility, and Invesco S&P 500 Equal Weight. The reported stakes ranged in value from about $2.6 million to $9.2 million, with the largest in the mid-cap ETF.

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Nicole Hardy Equal weight S&P 500 exposure avoids the usual concentration in a handful of big tech names.

PNC Expands MBB Holdings by 106,144 Shares — Jul 22, 2026PNC Financial Services Group increased its stakes in several iShares ETFs in Q1, including a 3.5% rise in iShares MBS ETF (MBB), a 3.3% boost in iShares U.S. Treasury Bond ETF (GOVT), and a 1.7% increase in iShares Core S&P Mid-Cap ETF (IJH); it also trimmed positions in iShares MSCI EAFE ETF (EFA) by 0.7% and cut iShares S&P 500 Value ETF (IVE) by 3.1%. These moves indicate a diversified repositioning across fixed-income and equity exposures among major ETF holdings with institutional-scale ownership.

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