According to @business, the number of Chinese companies in MSCI’s global stock indices has increased for the first time in nearly two years, positioning China equities for incremental passive inflows as index trackers adjust weights; source: Bloomberg. Traders should track the MSCI Global Quarterly Index Review announcement and effective dates for rebalancing-driven turnover in MSCI-tracking funds including iShares MSCI Emerging Markets EEM and IEMG, iShares MSCI China MCHI, and iShares ACWI ACWI; source: MSCI index review calendar and iShares fund pages. MSCI’s methodology notes that index additions and deletions trigger replication trades by passive assets under management, creating measurable flows and turnover around reconstitution events; source: MSCI Global Investable Market Indexes methodology and Index Review FAQs. For crypto, IMF research shows BTC and ETH have become more correlated with global equities since 2020, so crypto traders often monitor major equity index events for potential cross-asset volatility; source: International Monetary Fund analysis on crypto–equity correlation.

According to @MilkRoadDaily, Robinhood Markets (HOOD) will be added to the S&P 500 effective Sept 22, marking a notable milestone for the brokerage, source: @MilkRoadDaily on X. For trade execution planning, S&P 500 index-tracking funds typically adjust holdings to include new constituents on or around the effective date, which can drive mechanical demand and concentrated closing-auction activity, source: S&P Dow Jones Indices. For crypto-focused market participants, Robinhood also offers crypto trading in assets such as BTC and ETH, making the development relevant when monitoring equity proxies for retail trading engagement, source: Robinhood Crypto.

According to @EricBalchunas, MicroStrategy ($MSTR) was not admitted to the S&P 500 despite meeting criteria because the S&P Index Committee declined the addition (source: Eric Balchunas on X, Sep 5, 2025). The S&P Dow Jones Indices methodology confirms the S&P 500 is selected by a committee with discretion to deviate from mechanical rules, effectively making SPX an actively chosen basket within stated guidelines (source: S&P Dow Jones Indices, S&P U.S. Indices Methodology). Without inclusion, S&P 500 index-tracking funds will not purchase MSTR as part of routine rebalancing, limiting automatic passive inflows relative to an inclusion scenario (source: SPDR S&P 500 ETF Trust SPY, iShares Core S&P 500 ETF IVV, and Vanguard S&P 500 ETF VOO prospectuses). S&P Dow Jones Indices notes that trillions of dollars are indexed or benchmarked to the S&P 500, so committee decisions can materially influence demand and liquidity for would-be constituents (source: S&P Dow Jones Indices, S&P 500 benchmarked assets disclosures). Given MicroStrategy states it holds bitcoin as a primary treasury reserve asset, traders often treat MSTR as a high-beta proxy for BTC; exclusion means SPX-linked passive portfolios will not gain that direct BTC-sensitive exposure via MSTR (source: MicroStrategy Form 10-K and investor relations; S&P Dow Jones Indices methodology).