About

Index rebalances are the most predictable large trades in markets — and the information about them is scattered across provider PDFs, paywalled terminals, and client-only bank notes.

This site collects it in one place, for free: the calendars, the methodology rules, the passive assets behind each index, and the flows the events force. Coverage spans US mega-indexes (S&P, Russell, Nasdaq, the Morningstar/ex-CRSP family behind Vanguard’s largest funds), global and regional families (MSCI, FTSE, TOPIX/Nikkei, ASX, DAX/STOXX and more), bond index month-ends, commodity rolls, and published crypto indexes.

Why it matters: mechanical, pre-announced rebalancing is estimated to cost investors on the order of $16 billion a year, and 2026 alone brought the biggest wave of methodology change in a decade — Russell going semi-annual, a rewritten Nasdaq-100 rulebook, Morningstar acquiring CRSP, and Bloomberg locking down bond-index month-ends. Whether you track these events to trade them, to execute around them, or just to understand where the passive money moves, the dates and rules should be easy to find.

Everything here is compiled from published index-provider methodologies, official announcements, regulatory filings, and cited academic research.

Educational information only — nothing on this site is investment advice or a recommendation to buy or sell any security.