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Private Wealth Daily

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The people and firms behind the headlines. Follow their coverage, explore their profiles, and see what brought them into the news.

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  1. IVV
    Fund · 1 story

    Lost $2.02B, only 0.23% of its $873.6B in assets

    iShares funds take in $9.8 billion as SOXX alone adds $5.3 billion
  2. IWF
    Fund · 1 story

    Russell 1000 Growth fund lost $368M in the latest week

    iShares funds take in $9.8 billion as SOXX alone adds $5.3 billion
  3. IWM
    Fund · 1 story

    Shed $2.46B in week to Oct. 25, about 3.3% of assets

    iShares funds take in $9.8 billion as SOXX alone adds $5.3 billion
  4. IWX
    Fund · 1 story

    Russell Top 200 Value fund flipped to $483M inflow

    iShares funds take in $9.8 billion as SOXX alone adds $5.3 billion
  5. IWY
    Fund · 1 story

    Russell Top 200 Growth fund lost $433M in the latest week

    iShares funds take in $9.8 billion as SOXX alone adds $5.3 billion
  6. MUB
    Fund · 1 story

    Added $2.30B, about 78% of municipal bond category inflow

    iShares funds take in $9.8 billion as SOXX alone adds $5.3 billion
  7. SGOV
    Fund · 1 story

    0-3 month Treasury fund inflows slowed to $659M latest week

    iShares funds take in $9.8 billion as SOXX alone adds $5.3 billion
  8. SOXX
    Fund · 1 story

    Drew $5.34B in the week to Oct. 25, over half iShares net inflow

    iShares funds take in $9.8 billion as SOXX alone adds $5.3 billion
  9. ACORE CAPITAL Wealth Solutions
    1 story

    Launched to offer real estate credit and equity to wealthy investors

    19 RIA deals in a week as Mariner seeks $150 million in debt
  10. Anneal Alloy US Feeder LP
    Fund · 1 story

    Filed a hedge fund offering at an undisclosed amount

    19 RIA deals in a week as Mariner seeks $150 million in debt
  11. Borea Asset Management
    1 story

    Added two Oslo advisors from Formue and DNB with no disclosed books

    19 RIA deals in a week as Mariner seeks $150 million in debt
  12. DNB Wealth Management
    1 story

    Borea Asset Management added two advisors in Oslo from Formue and DNB Wealth Management

    19 RIA deals in a week as Mariner seeks $150 million in debt
  13. Formue
    1 story

    Borea Asset Management added two advisors in Oslo from Formue and DNB Wealth Management

    19 RIA deals in a week as Mariner seeks $150 million in debt
  14. iShares Bitcoin Trust
    Fund · 1 story

    Gained $630 million in reported weekly net inflows

    19 RIA deals in a week as Mariner seeks $150 million in debt
  15. iShares Semiconductor ETF
    Fund · 1 story

    iShares Semiconductor ETF took in $5.3 billion

    19 RIA deals in a week as Mariner seeks $150 million in debt
  16. Kinetic Wealth
    1 story

    Launched as an independent Fresno practice on LPL's platform

    19 RIA deals in a week as Mariner seeks $150 million in debt
  17. RHA Wealth
    1 story

    Lost a $300 million Raleigh team to CAPTRUST

    19 RIA deals in a week as Mariner seeks $150 million in debt
  18. SEC
    1 story

    Adopted final rule allowing one commissioner to act in some cases

    19 RIA deals in a week as Mariner seeks $150 million in debt
  19. AB Private Lending Fund
    Fund · 1 story

    Reported zero Q3 repurchase requests after 3.1% in prior quarter

    Credit interval fund redemptions reach 79% of gross sales
  20. AB Tax-Aware Credit Opportunities Fund
    Fund · 1 story

    Set Class A minimums; prospectus lacks Advisor Shares minimum

    Credit interval fund redemptions reach 79% of gross sales
  21. Ares
    1 story

    Filed two credit master funds and a rated-notes feeder on Oct. 19

    Credit interval fund redemptions reach 79% of gross sales
  22. Atlantic Group
    1 story

    Lerner-led team brought $1.6B from Oppenheimer to Ameriprise.

    UBS Bought $5.3 Billion of Recruits and Lost $11 Billion
  23. Bernstein
    1 story

    Lost Pasha Azad's four-person team and $1.4B to UBS.

    UBS Bought $5.3 Billion of Recruits and Lost $11 Billion
  24. Blue Owl Asset Income Fund Evergreen (Cayman) LP
    Fund · 1 story

    Filed a $916.3 million fund offering on Oct. 21 for investors

    Credit interval fund redemptions reach 79% of gross sales
  25. Crescent
    1 story

    Filed private lending evergreen vehicles in Delaware and Luxembourg

    Credit interval fund redemptions reach 79% of gross sales

How the tracker works

Rankings count distinct stories published by Private Wealth Daily in the selected period. Repeat versions of the same story count once. Ties go to the most recent coverage. Firms includes named funds.

Descriptions are grounded in the linked article and checked against its supporting text. Affiliations appear only when explicitly stated in that article; they describe the relationship reported at that time. Source credits and incidental references are excluded. Profiles may include reporting from across the Daily Network.

New articles and corrections are processed throughout the day. Mentions appear after processing; ambiguous identities and unsupported affiliations are omitted.

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