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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
FPB
251
First PREMIER Bank
South Dakota
$1.33M +$53.2K +531 +4%
GRP
252
Global Retirement Partners
California
$1.32M -$233K -2,331 -15%
VFO
253
Virtus Family Office
Texas
$1.29M -$9.82K -98 -0.8%
GJIA
254
Glass Jacobson Investment Advisors
Maryland
$1.29M -$23.7K -237 -2%
T
255
Tidemark
California
$1.29M +$100 +1 +0%
CWP
256
Corepath Wealth Partners
Arizona
$1.29M -$88.5K -884 -6%
FPAS
257
Focus Partners Advisor Solutions
Missouri
$1.28M +$958K +9,564 +312%
SC
258
Savant Capital
Illinois
$1.25M -$236K -2,353 -16%
AWAU
259
Alliance Wealth Advisors (Utah)
Utah
$1.24M -$219K -2,187 -15%
CAM
260
Cresset Asset Management
Illinois
$1.24M +$1.22M +12,212 New
VI
261
VanderPol Investments
Michigan
$1.24M +$830K +8,286 +212%
ATPW
262
Ashton Thomas Private Wealth
Arizona
$1.23M -$28.6K -286 -2%
AWA
263
Aquire Wealth Advisors
Utah
$1.22M +$12.3K +123 +1%
Jones Financial Companies
264
Jones Financial Companies
Missouri
$1.21M +$656K +6,545 +121%
FIM
265
Freedom Investment Management
Connecticut
$1.2M -$90.1K -900 -7%
CTA
266
Chesley Taft & Associates
Illinois
$1.18M +$801 +8 +0.1%
WT
267
Washington Trust
Rhode Island
$1.17M -$588K -5,870 -34%
Bank of New York Mellon
268
Bank of New York Mellon
New York
$1.17M +$1.16M +11,554 New
4WM
269
49 Wealth Management
Texas
$1.17M -$791K -7,898 -41%
GJWM
270
Gilliland Jeter Wealth Management
Arkansas
$1.14M -$99.6K -994 -8%
EGM
271
Engineers Gate Manager
New York
$1.14M +$1.12M +11,231 New
PCA
272
Prosperity Capital Advisors
Ohio
$1.13M -$42.9K -428 -4%
RZH
273
Relyea Zuckerberg Hanson
Connecticut
$1.12M +$1.11M +11,044 New
HMS
274
Hanseatic Management Services
New Mexico
$1.11M +$1.1M +10,965 New
PGAM
275
Princeton Global Asset Management
New Jersey
$1.09M -$77K -769 -7%