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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
NL
276
NWAM LLC
Washington
$1.08M +$1.07M +10,687 New
BIM
277
Breakwater Investment Management
Washington
$1.07M +$601 +6 +0.1%
SFS
278
Sowell Financial Services
Arkansas
$1.05M -$67.4K -673 -6%
EP
279
Edgestream Partners
New Jersey
$1.05M +$1.04M +10,369 New
Principal Financial Group
280
Principal Financial Group
Iowa
$1.04M -$1M -10,025 -50%
EWA
281
EP Wealth Advisors
California
$1.02M -$306K -3,051 -23%
GS
282
GTS Securities
New York
$1.01M +$999K +9,977 New
MMA
283
Miracle Mile Advisors
California
$1.01M -$22.3M -223,053 -96%
LA
284
Latitude Advisors
Florida
$981K +$26.2K +262 +3%
CIA
285
Cape Investment Advisory
Georgia
$974K -$128K -1,276 -12%
JPLA
286
Joseph P. Lucia & Associates
New York
$974K -$215K -2,145 -18%
GWM
287
Gibbs Wealth Management
Georgia
$953K -$86.8K -867 -8%
LRPA
288
L. Roy Papp & Associates
Arizona
$952K
SCA
289
Snowden Capital Advisors
New York
$949K +$4.11K +41 +0.4%
AF
290
Amara Financial
California
$931K +$920K +9,188 New
CIBC Private Wealth Group
291
CIBC Private Wealth Group
Georgia
$925K -$486K -4,850 -35%
FCAS
292
First Command Advisory Services
Texas
$924K -$1.03M -10,319 -53%
NWM
293
Northwest Wealth Management
Iowa
$923K -$183K -1,828 -17%
WAG
294
Wallace Advisory Group
California
$906K -$10.1K -101 -1%
SWM
295
Selective Wealth Management
Virginia
$899K +$200 +2 +0%
JWCA
296
J.W. Cole Advisors
Florida
$894K +$40.8K +407 +5%
PWMG
297
Private Wealth Management Group
New Jersey
$878K +$3.31K +33 +0.4%
TW
298
TritonPoint Wealth
Maryland
$875K -$80.1K -800 -8%
AIA
299
Arbor Investment Advisors
North Carolina
$871K -$23.3K -233 -3%
IP
300
Ignite Planners
California
$862K -$678K -6,768 -44%