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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 %
HIG
251
Heritage Investment Group
Florida
$1.39M +$93K +935 +7%
DG
252
DMC Group
Alabama
$1.39M +$72.2K +726 +5%
BPGAM
253
BTG Pactual Global Asset Management
Bermuda
$1.38M +$1.38M +14,142 New
VWA
254
VERITY Wealth Advisors
United States
$1.38M – – –
BWM
255
Brown Wealth Management
Illinois
$1.38M +$1.38M +13,831 New
CFG
256
Carr Financial Group
Massachusetts
$1.37M -$4.77K -48 -0.3%
FAIM
257
Financial Advocates Investment Management
Washington
$1.37M -$568K -5,716 -29%
SAI
258
Savvy Advisors Inc
New York
$1.36M -$505K -5,080 -27%
NW
259
NewEdge Wealth
Pennsylvania
$1.34M +$810K +8,188 +153%
EIP
260
Ellis Investment Partners
Pennsylvania
$1.33M +$72.1K +725 +6%
IP
261
Ignite Planners
California
$1.31M +$364K +3,674 +38%
AWAU
262
Alliance Wealth Advisors (Utah)
Utah
$1.31M +$159K +1,604 +14%
JPLA
263
Joseph P. Lucia & Associates
New York
$1.3M -$111K -1,119 -8%
GJIA
264
Glass Jacobson Investment Advisors
Maryland
$1.3M +$40.8K +410 +3%
GJWM
265
Gilliland Jeter Wealth Management
Arkansas
$1.29M -$525K -5,282 -29%
AFG
266
Altiora Financial Group
Ohio
$1.29M – – –
T
267
Tidemark
California
$1.28M – – –
PCA
268
Prosperity Capital Advisors
Ohio
$1.24M -$43.8K -440 -3%
JCIA
269
Jackson Creek Investment Advisors
Colorado
$1.24M +$34K +342 +3%
ATPW
270
Ashton Thomas Private Wealth
Arizona
$1.23M -$37.6K -378 -3%
Barclays
271
Barclays
United Kingdom
$1.21M -$4.87K -49 -0.4%
FPB
272
First PREMIER Bank
South Dakota
$1.21M +$42.8K +431 +4%
NA
273
NewEdge Advisors
Louisiana
$1.2M -$2.9M -29,159 -71%
NWM
274
Northwest Wealth Management
Iowa
$1.19M -$123K -1,240 -9%
AWA
275
Aquire Wealth Advisors
Utah
$1.19M +$6.96K +70 +0.6%
9 10
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