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iShares 0-5 Year TIPS Bond ETF

624 hedge funds and large institutions have $7.64B invested in iShares 0-5 Year TIPS Bond ETF in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 234 increasing their positions, 209 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 45

53% more capital invested

Capital invested by funds: $4.99B → $7.64B (+$2.65B)

20% more funds holding in top 10

Funds holding in top 10: 4655 (+9)

12% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 209

9.89% more ownership

Funds ownership: 64.11%73.99% (+9.9%)

10% more funds holding

Funds holding: 569624 (+55)

Holders
624
Holders Change
+55
Holders Change %
+9.67%
% of All Funds
8.22%
Holding in Top 10
55
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+19.57%
% of All Funds
0.72%
New
109
Increased
234
Reduced
209
Closed
45
Calls
$2.28M
Puts
Net Calls
+$2.28M
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
226
Ameritas Advisory Services
Nebraska
$1.99M -$2.34M -23,166 -54%
IWN
227
Independent Wealth Network
Iowa
$1.94M +$306K +3,031 +19%
BF
228
Brooklyn FI
New York
$1.93M +$33.8K +335 +2%
Financial Engines Advisors
229
Financial Engines Advisors
California
$1.9M +$1.9M +18,864 New
CFD
230
Creative Financial Designs
Indiana
$1.89M +$249K +2,467 +15%
FW
231
Fairway Wealth
Ohio
$1.85M +$345K +3,419 +23%
GT
232
Greenleaf Trust
Michigan
$1.84M -$402K -3,989 -18%
EW
233
Evexia Wealth
Wisconsin
$1.81M -$2.07M -20,496 -54%
SAW
234
Signal Advisors Wealth
Michigan
$1.79M +$1.05M +10,464 +144%
IPAM
235
Investment Partners Asset Management
New Jersey
$1.74M +$58.6K +581 +3%
Jones Financial Companies
236
Jones Financial Companies
Missouri
$1.74M +$541K +5,366 +45%
NRI
237
NFP Retirement Inc
California
$1.74M +$348K +3,452 +25%
RFN
238
RDA Financial Network
Iowa
$1.69M -$2.11M -20,892 -55%
CPIG
239
Chicago Partners Investment Group
Illinois
$1.69M +$133K +1,322 +9%
AAS
240
Avantax Advisory Services
Texas
$1.69M -$116K -1,146 -6%
CNBT
241
Canandaigua National Bank & Trust
New York
$1.69M -$155K -1,542 -8%
Principal Financial Group
242
Principal Financial Group
Iowa
$1.65M +$627K +6,225 +61%
PP
243
Prosperity Planning
Missouri
$1.65M
HHRDM
244
H&H Retirement Design & Management
Nevada
$1.65M -$38.3K -380 -2%
XPN
245
XY Planning Network
Montana
$1.65M +$1.65M +16,389 New
OIA
246
OneDigital Investment Advisors
Kansas
$1.64M -$609K -6,039 -27%
BWM
247
Brown Wealth Management
Illinois
$1.64M +$91.7K +910 +6%
PWA
248
Prairie Wealth Advisors
Nebraska
$1.59M -$89.7K -890 -5%
SP
249
Successful Portfolios
Florida
$1.59M +$41.6K +413 +3%
RC
250
Roundview Capital
New Jersey
$1.58M -$45.3K -449 -3%