MSCI extends BlackRock ETF index license to 2035 with revised fee structure

MSCI Inc.

Term of ETF index license extended to March 31, 2035, with auto-renewal for successive three-year periods.
Revised license fees effective January 1, 2026 and additional changes January 1, 2027.
Fee revisions vary by fund based on expense ratio and AUM; no other material changes to existing fee constructs.
BlackRock held 7.3% of MSCI common stock as of Dec 31, 2024 (5.4M shares).

Key facts

Extracted from this filing and checked against the source text.

Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

MSCI Inc. amended Amendment with BlackRock Fund Advisors (together with certain of its affiliates, the Licensee) (effective 2026-01-27).

Action: amendment
Agreement: license
Counterparty: BlackRock Fund Advisors (together with certain of its affiliates, the Licensee)
Effective: 2026-01-27

Exact text from the filing

On January 27, 2026, MSCI Inc. and its subsidiary MSCI Limited (together, “MSCI”) and BlackRock Fund Advisors (together with certain of its affiliates, the “Licensee”) entered into an amendment (the “Amendment”) to the Master Index License Agreement for Exchange Traded Funds, dated October 1, 2022, and Schedule No. 1 thereto (together, the “Existing ETF Agreements”).

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MSCI Inc. filing history →

Source: SEC EDGAR

accession 0001408198-26-000008

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