Investors have poured more than $100 billion into exchange-traded funds every month for 14 consecutive months, a streak Bloomberg ETF analyst Eric Balchunas says would have been almost unthinkable just a few years ago. Balchunas noted that prior to this run, a $100 billion month had occurred only once ever, roughly two-and-a-half years before the current streak began. Global ETF assets reached a record $23.08 trillion at the end of May after attracting $1.07 trillion in net inflows during the first five months of 2026, according to ETFGI. In the U.S. alone, ETF assets stood at $15.6 trillion in May, up 42% from a year earlier, according to the Investment Company Institute. Balchunas has also predicted that U.S. spot Bitcoin ETFs could eventually hold three times as many assets as gold ETFs within three to five years, citing accessibility and growing institutional participation.
