According to Eric Balchunas, Vanguard has narrowed the US ETF asset share gap with BlackRock from 47% to 6% over five years and is likely to overtake as the US ETF asset leader within the next year or two (source: Eric Balchunas on X). According to Eric Balchunas, BlackRock remains the revenue leader in ETFs while Vanguard ranks fourth by revenue, indicating BlackRock’s stronger monetization despite the asset share shift (source: Eric Balchunas on X). According to Eric Balchunas, the evolving leaderboard underscores persistent demand for low-cost passive ETFs, signaling continued asset growth for Vanguard while BlackRock’s diversified fee mix can keep revenue leadership intact near term (source: Eric Balchunas on X).

According to @StockMKTNewz, BlackRock’s assets under management stand at $14.04 trillion, up from $4.6 trillion in 2015. Source: @StockMKTNewz (Jan 18, 2026). This equals a $9.44 trillion increase and an estimated 10.7% compound annual growth rate over 2015–2026, based on the cited figures. Source: calculation from @StockMKTNewz data (Jan 18, 2026). Management and advisory fees at BlackRock primarily scale with average AUM, tying this growth directly to BLK’s revenue base for trading and valuation analysis. Source: BlackRock 2023 Form 10-K. For crypto markets, BlackRock sponsors the iShares Bitcoin Trust IBIT, a US spot BTC ETF, so AUM scale and distribution breadth provide context for BTC-linked ETF flows. Source: BlackRock product disclosures.

According to @EricBalchunas, BlackRock holds 30% of the US ETF market, maintaining a 1% lead over Vanguard at 29% (source: Eric Balchunas on X, Dec 23, 2025). He reports both issuers increased market share by 0.2% this year (source: Eric Balchunas on X, Dec 23, 2025). He also notes the gap to third and fourth place is very large (source: Eric Balchunas on X, Dec 23, 2025). The post does not reference crypto ETFs or direct crypto market impact (source: Eric Balchunas on X, Dec 23, 2025).

According to StockMKTNewz, BlackRock (BLK) says artificial intelligence is set to drive markets through 2026, highlighting a multi‑year leadership theme in AI‑linked assets (source: StockMKTNewz). Based on this outlook, traders can prioritize relative strength in BLK, AI‑heavy mega‑cap tech, and AI ETFs on pullbacks with volume confirmation, using the headline as a catalyst filter for positioning and risk management (source: StockMKTNewz). Crypto participants can track whether AI narrative risk‑on flows spill over to AI‑themed tokens and broader market beta during U.S. equity sessions when AI leaders outperform, using this development as a sentiment cue (source: StockMKTNewz).

According to @StockMKTNewz, BlackRock (BLK) reported EPS of $11.55 versus expectations of $11.47, revenue of $6.5B versus $6.3B, and total assets under management of $13.5T versus $13.4T, beating across all key metrics (source: @StockMKTNewz). The upside surprise equates to a $0.08 EPS beat, a $0.2B revenue beat, and a $0.1T AUM beat, a setup that typically favors positive price momentum into the cash session as the market digests the print (source: @StockMKTNewz). Crypto-focused traders may watch for spillover risk-on sentiment into digital-asset proxies and ETF flow narratives during US hours given BlackRock’s scale in asset management (source: @StockMKTNewz). Near term, monitor BLK’s opening drive, VWAP reaction, and any correlation move with financials exposure as broader risk appetite can influence BTC and ETH intraday direction (source: @StockMKTNewz).