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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 %
FFN
276
Focus Financial Network
Minnesota
$1.18M -$6.35K -64 -0.5%
SEP
277
Southland Equity Partners
Missouri
$1.17M +$46K +463 +4%
SFS
278
Sowell Financial Services
Arkansas
$1.16M -$149K -1,498 -11%
SB
279
Strategic Blueprint
Georgia
$1.15M -$52.7K -530 -4%
PGAM
280
Princeton Global Asset Management
New Jersey
$1.15M -$161K -1,615 -12%
CIA
281
Cape Investment Advisory
Georgia
$1.14M +$50.4K +507 +5%
SWM
282
Selective Wealth Management
Virginia
$1.12M -$251K -2,529 -18%
Principal Financial Group
283
Principal Financial Group
Iowa
$1.12M -$1.68M -16,930 -60%
CTA
284
Chesley Taft & Associates
Illinois
$1.11M -$22.9K -230 -2%
LNC
285
Lincoln National Corp
Pennsylvania
$1.11M -$162K -1,629 -13%
EWA
286
EP Wealth Advisors
California
$1.1M -$118K -1,186 -10%
Janney Montgomery Scott
287
Janney Montgomery Scott
Pennsylvania
$1.09M -$1.28M -12,874 -54%
VFO
288
Virtus Family Office
Texas
$1.07M +$7.26K +73 +0.7%
BIM
289
Breakwater Investment Management
Washington
$1.05M +$1.05M +10,582 New
DI
290
Disciplined Investments
Oklahoma
$1.05M -$80.1K -806 -7%
BAM
291
Belpointe Asset Management
Nevada
$1.01M -$1.2M -12,049 -54%
WAG
292
Wallace Advisory Group
California
$1M -$168K -1,708 -14%
SW
293
SVB Wealth
Massachusetts
$995K -$1.02M -10,232 -51%
NL
294
NWAM LLC
Washington
$992K +$200K +2,017 +25%
AIA
295
Arbor Investment Advisors
North Carolina
$990K -$657K -6,609 -40%
Comerica Bank
296
Comerica Bank
Texas
$972K +$152K +1,528 +19%
SWM
297
Spire Wealth Management
Virginia
$972K +$88.8K +893 +10%
FL
298
FreeGulliver LLC
Louisiana
$961K +$961K +9,669 New
Bank of New York Mellon
299
Bank of New York Mellon
New York
$959K -$13.8M -138,632 -93%
SCA
300
Snowden Capital Advisors
New York
$957K +$616K +6,193 +180%
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