We are live on ! Find out more
STIP icon

iShares 0-5 Year TIPS Bond ETF

569 hedge funds and large institutions have $4.99B invested in iShares 0-5 Year TIPS Bond ETF in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 194 increasing their positions, 243 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.36% more ownership

Funds ownership: 62.74%64.11% (+1.4%)

6% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 51

0% more capital invested

Capital invested by funds: $4.97B → $4.99B (+$19.9M)

1% less funds holding

Funds holding: 573569 (-4)

2% less funds holding in top 10

Funds holding in top 10: 4746 (-1)

20% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 243

Holders
569
Holders Change
-4
Holders Change %
-0.7%
% of All Funds
8.17%
Holding in Top 10
46
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.13%
% of All Funds
0.66%
New
54
Increased
194
Reduced
243
Closed
51
Calls
$3.39M
Puts
Net Calls
+$3.39M
Net Calls Change
-$6.09M
Name Holding Trade Value Shares
Change
Change in
Stake
IPAM
226
Investment Partners Asset Management
New Jersey
$1.7M +$49.3K +492 +3%
PWA
227
Prairie Wealth Advisors
Nebraska
$1.69M -$117K -1,165 -7%
HHRDM
228
H&H Retirement Design & Management
Nevada
$1.67M +$101K +1,010 +6%
FA
229
Forefront Analytics
Pennsylvania
$1.66M -$565K -5,641 -26%
CFD
230
Creative Financial Designs
Indiana
$1.66M +$65K +649 +4%
IWN
231
Independent Wealth Network
Iowa
$1.65M +$87.6K +875 +6%
PWG
232
Portside Wealth Group
Utah
$1.65M -$204K -2,035 -11%
RC
233
Roundview Capital
New Jersey
$1.64M +$5.51K +55 +0.3%
WCA
234
Westover Capital Advisors
Delaware
$1.63M -$5.66M -56,551 -78%
IWM
235
IHT Wealth Management
Illinois
$1.61M +$706K +7,048 +79%
CPIG
236
Chicago Partners Investment Group
Illinois
$1.56M +$6.91K +69 +0.4%
BWM
237
Brown Wealth Management
Illinois
$1.56M +$133K +1,327 +9%
SP
238
Successful Portfolios
Florida
$1.56M -$89.4K -893 -5%
FA
239
Fermata Advisors
California
$1.55M -$86.5K -864 -5%
CPP
240
Capasso Planning Partners
South Carolina
$1.53M +$14.2K +142 +0.9%
DG
241
DMC Group
Alabama
$1.52M +$27.8K +278 +2%
FW
242
Fairway Wealth
Ohio
$1.52M +$9.21K +92 +0.6%
HIG
243
Heritage Investment Group
Florida
$1.5M +$73.2K +731 +5%
CFG
244
Carr Financial Group
Massachusetts
$1.41M +$8.71K +87 +0.6%
VWA
245
VERITY Wealth Advisors
United States
$1.4M
NRI
246
NFP Retirement Inc
California
$1.4M +$14.8K +148 +1%
FAIM
247
Financial Advocates Investment Management
Washington
$1.39M -$2K -20 -0.1%
JCIA
248
Jackson Creek Investment Advisors
Colorado
$1.37M +$42.1K +420 +3%
CFMC
249
Curbstone Financial Management Corp
New Hampshire
$1.37M -$55.1K -550 -4%
CCB
250
Country Club Bank
Missouri
$1.35M -$91K -909 -6%