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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
HIG
251
Heritage Investment Group
Florida
$1.52M +$34.7K +344 +2%
PAG
252
Private Advisor Group
New Jersey
$1.51M -$199K -1,974 -12%
DG
253
DMC Group
Alabama
$1.51M +$3.23K +32 +0.2%
SG
254
Sharper & Granite
California
$1.5M -$428K -4,250 -22%
WI
255
WBI Investments
New Jersey
$1.49M -$1.15M -11,454 -44%
FA
256
Fermata Advisors
California
$1.48M -$58.6K -581 -4%
KPWS
257
Kestra Private Wealth Services
Texas
$1.44M -$2.05M -20,365 -59%
Mariner
258
Mariner
Kansas
$1.43M -$1.74M -17,290 -55%
M
259
MATAURO
New York
$1.43M +$1.43M +14,212 New
CFG
260
Carr Financial Group
Massachusetts
$1.41M +$8.57K +85 +0.6%
JCIA
261
Jackson Creek Investment Advisors
Colorado
$1.4M +$32.8K +325 +2%
VWA
262
VERITY Wealth Advisors
United States
$1.39M
VFO
263
Virtus Family Office
Texas
$1.39M +$108K +1,067 +8%
GRP
264
Global Retirement Partners
California
$1.38M +$72.1K +715 +6%
SIP
265
Sellwood Investment Partners
Oregon
$1.38M +$1.38M +13,698 New
FPB
266
First PREMIER Bank
South Dakota
$1.34M +$13.5K +134 +1%
EPIM
267
Evelyn Partners Investment Management
$1.32M +$1.32M +13,117 New
PCG
268
Prosperity Consulting Group
Maryland
$1.31M +$686K +6,809 +110%
FAIM
269
Financial Advocates Investment Management
Washington
$1.3M -$80.2K -796 -6%
GIA
270
Gladstone Institutional Advisory
Florida
$1.3M -$932K -9,242 -42%
CMMS
271
Comprehensive Money Management Services
Florida
$1.3M +$1.3M +12,936 New
CFMC
272
Curbstone Financial Management Corp
New Hampshire
$1.28M -$80.6K -800 -6%
WT
273
Whittier Trust
California
$1.28M +$1.28M +12,730 New
VI
274
VanderPol Investments
Michigan
$1.28M +$50.2K +498 +4%
CHP
275
Cable Hill Partners
Oregon
$1.26M -$2.69M -26,718 -68%