STQ
Mon 16 Nov · 08:12 ET

Index Radar

15 changes since Fri11 new2 effective this weekRussell prelim lists out 13 Nov
Sort
TickerEvent · was → nowStatusOur fundsStreetDays ADVEffective
New
Add · Russell 2000 (RU2000)
Not on model list → Preliminary add · surprise
PRELIM+0.2m+3.6m8.9Fri 11 Dec close
New
Delete · Russell 2000 (RU2000)
Model delete (v1.8) → Preliminary delete
PRELIM−0.1m−2.4m1.56Fri 11 Dec close
New
Add · Russell 1000 (RU1000)
Model add (v1.8) → Preliminary add
PRELIM+0.3m+1.1m1.6Fri 11 Dec close
New
Size migration, packet 1 (50%) · Morningstar US Small > Mid (ex-CRSP)
Not flagged → First packet migrates
MODEL v1.8−1.5m / +1.05mpotential cross 1.05m+0.2m / −0.2m0.570.22 x-dDec transition, 5 sessions
New
Size migration, packet 2 (50%) · Morningstar US Mega > Mid (ex-CRSP)
Packet 1 moved in Sep → Second packet migrates
MODEL v1.8−0.15m / +0.9mpotential cross 0.15m+0.05m / −0.05m0.380.32 x-dDec transition, 5 sessions
New
Float change 78% > 92% · Morningstar US Small (ex-CRSP)
Float 78% → Float 92% (model)
MODEL v1.8+1.3m / +0.9m+0.3m0.62Dec transition, 5 sessions
New
Add (September IPO) · Morningstar US Small (ex-CRSP)
Watch → Add at Dec rebalance
MODEL v1.8+0.5m / +0.4m+0.1m0.83Dec transition, 5 sessions
New
Possible add, Dec quarterly · S&P 500 (SPX) candidate
- → 4 brokers in, 3 out
BROKER · SPLIT+13.5m+30.5m20.9518 Dec close if added
New
Share increase (convert, +4.2%) · S&P SmallCap 600; Morningstar US Small
- → Index share update
MODEL v1.8+0.05m / +0.06m / +0.04m+0.25m0.5Next quarterly update
New
Share decrease after tender (-10%) · Morningstar US Small; Russell 2000
- → Index share update after results
MODEL v1.8−0.12m / −0.08m / −0.05m−0.35m0.8After results (tender ends 20 Nov)
New
Sector change: Information Technology > Communication Services (GICS) · MSCI US IMI 25/50 and S&P sector indexes
Information Technology → Communication Services
CONFIRMED−6.6m / +1.2mpotential cross 1.2m+9.5m / −14m2.172.04 x-dBefore the open Mon 1 Mar 2027
Conf
Add · S&P 500 (SPX)
Broker add (2 Nov) → Add confirmed
CONFIRMED+7.1m+15.5m19.82Fri 20 Nov close
Rev
Size migration withdrawn · Morningstar US Small > Micro (ex-CRSP)
Packet 1 out (v1.7): Small-Cap -0.6m → No migration (v1.8)
MODEL v1.8was -0.6m, now 00—n/a
Rev
Share increase on PQR deal (+3.1%) · S&P 500 and S&P MidCap 400
Brokers 1-1 on timing (A: deal close; D: 18 Dec) → 2-1 for deal close (Broker B moved overnight)
BROKER · SPLIT+1.2m / −0.3mpotential cross 0.3m+2.7m / −1.35m0.930.86 x-dDeal close 4 Dec or 18 Dec
Conf
Delete on acquisition by XYZ · S&P MidCap 400; Morningstar US Mid
Deal pending → Delete at deal close
CONFIRMEDno trade0—Thu 3 Dec close (deal closes 4 Dec)

Our funds and Street never share a column. Days ADV is gross across all trackers; x-d = after the potential internal cross, subject to cross-trade procedures.

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