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Geopolitical tensions, energy price spikes, and structural ETF growth are driving major investor flows across global markets.

By Trackinsight
March 6, 2026
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In ETFs Charted, ETF data becomes insight. Built on Trackinsight’s 14,000+ ETF database, these charts surface some of the trends shaping the ETF markets.
Net inflows into U.S.-listed defense ETFs have exceeded $355M so far this week (as of Mar. 3) following the outbreak of war involving the U.S., Israel, and Iran, bringing total year-to-date inflows to $2.76B.
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Tensions in the Strait of Hormuz escalate as Iran retaliates against US-Israel strikes with tanker attacks and threats to block shipping. Investors spot opportunities through Energy ETFs as price spike.
Demand for option-based strategies is rising in Europe, with AUM reaching $8B.
That still trails the roughly $250B market in the U.S.
U.S. ETFs have gathered roughly $350B in net inflows year-to-date, led overwhelmingly by equity ETFs with $200B, followed by fixed income ETFs at $133B.
On the issuer side, Vanguard leads the inflow rankings by a wide margin, pulling in nearly twice the flows of iShares, which sits in second place.
European ETFs have gathered €96.4B in net inflows year-to-date, driven largely by equity ETFs with €79.4B, while fixed income ETFs added €18.1B.
On the issuer side, iShares leads the European ETF flow rankings with €35.3B, followed by Amundi (€14.6B) and Xtrackers by DWS (€8.3B).
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Please note this article is for information purposes only and does not in any way constitute investment advice. It is essential that you seek advice from a registered financial professional prior to making any investment decision.
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