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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

571 hedge funds and large institutions have $4.79B invested in iShares 0-5 Year TIPS Bond ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 198 increasing their positions, 244 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
-34
Holders Change %
-5.62%
% of All Funds
8.28%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
0.74%
New
40
Increased
198
Reduced
244
Closed
59
Calls
$13.5M
Puts
$835K
Net Calls
+$12.6M
Net Calls Change
+$11.2M

Top Buyers

1
WCM
Wealthcare Capital Management
Virginia
$66.2M
2
MWM
Modera Wealth Management
New Jersey
$159M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$37.3M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$31.5M
5
Jane Street
Jane Street
New York
$21.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$56.3M
2
NG
Norden Group
Utah
$252K
3
FGAM
Financial Gravity Asset Management
Texas
$26.4M
4
Morgan Stanley
Morgan Stanley
New York
$132M
5
Ameriprise
Ameriprise
Minnesota
$77.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
226
Nations Financial Group
Iowa
$1.71M +$169K +1,700 +11%
CIBC Private Wealth Group
227
CIBC Private Wealth Group
Georgia
$1.67M +$1.67M +16,819 New
HF
228
HRT Financial
New York
$1.66M +$1.66M +16,651 New
LF
229
Lee Financial
Texas
$1.61M -$1.23M -12,379 -43%
CPP
230
Capasso Planning Partners
South Carolina
$1.61M -$123K -1,235 -7%
RC
231
Roundview Capital
New Jersey
$1.61M -$38.3K -385 -2%
IPAM
232
Investment Partners Asset Management
New Jersey
$1.61M +$194K +1,955 +14%
CCB
233
Country Club Bank
Missouri
$1.59M -$1.74M -17,468 -52%
CPIG
234
Chicago Partners Investment Group
Illinois
$1.56M +$37.8K +381 +2%
CFD
235
Creative Financial Designs
Indiana
$1.54M +$31.2K +314 +2%
PP
236
Prosperity Planning
Missouri
$1.53M -$1.51M – –
HHRDM
237
H&H Retirement Design & Management
Nevada
$1.53M -$304K -3,066 -17%
Envestnet Portfolio Solutions
238
Envestnet Portfolio Solutions
Illinois
$1.51M +$196K +1,969 +15%
TI
239
Tidal Investments
Wisconsin
$1.51M -$618K -6,219 -29%
FIM
240
Freedom Investment Management
Connecticut
$1.49M -$705K -7,087 -32%
NRI
241
NFP Retirement Inc
California
$1.48M -$86.9K -874 -6%
ASFA
242
All Season Financial Advisors
Colorado
$1.48M +$146K +1,467 +11%
GRP
243
Global Retirement Partners
California
$1.48M -$133K -1,334 -8%
DLCIG
244
D.L. Carlson Investment Group
New Hampshire
$1.47M +$7.46K +75 +0.5%
SC
245
Savant Capital
Illinois
$1.45M +$81.4K +819 +6%
PFM
246
Peak Financial Management
Massachusetts
$1.45M +$12.9K +130 +0.9%
SP
247
Successful Portfolios
Florida
$1.44M +$74.8K +752 +5%
IWN
248
Independent Wealth Network
Iowa
$1.44M +$81.1K +816 +6%
PCG
249
Prosperity Consulting Group
Maryland
$1.43M +$1.43M +14,354 New
CWP
250
Corepath Wealth Partners
Arizona
$1.4M -$588K -5,919 -30%
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