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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
GJIA
276
Glass Jacobson Investment Advisors
Maryland
$1.26M -$23.6K -234 -2%
T
277
Tidemark
California
$1.25M -$30.4K -302 -2%
CAM
278
Cresset Asset Management
Illinois
$1.23M
CPP
279
Capasso Planning Partners
South Carolina
$1.22M -$305K -3,030 -20%
BIM
280
Breakwater Investment Management
Washington
$1.2M +$132K +1,305 +12%
TC
281
TAGStone Capital
North Carolina
$1.2M +$797K +7,910 +199%
CWP
282
Corepath Wealth Partners
Arizona
$1.19M -$92.2K -915 -7%
GWM
283
Gibbs Wealth Management
Georgia
$1.17M +$219K +2,176 +23%
RA
284
RFG Advisory
Alabama
$1.16M +$1.16M +11,537 New
AIA
285
Arbor Investment Advisors
North Carolina
$1.14M +$278K +2,757 +32%
RZH
286
Relyea Zuckerberg Hanson
Connecticut
$1.11M
FPAS
287
Focus Partners Advisor Solutions
Missouri
$1.11M -$160K -1,587 -13%
AWA
288
Aquire Wealth Advisors
Utah
$1.11M -$108K -1,076 -9%
IP
289
Ignite Planners
California
$1.1M +$244K +2,425 +28%
SFS
290
Sowell Financial Services
Arkansas
$1.09M +$41K +407 +4%
EMCIP
291
Ewing Morris & Co Investment Partners
Ontario, Canada
$1.04M +$1.05M +10,385 New
PCA
292
Prosperity Capital Advisors
Ohio
$1.04M -$83.4K -827 -7%
NL
293
NWAM LLC
Washington
$1.03M -$43.5K -432 -4%
HMS
294
Hanseatic Management Services
New Mexico
$1.03M -$77.1K -765 -7%
FIA
295
Foundations Investment Advisors
Arizona
$1.01M +$1.02M +10,074 New
AWM
296
AE Wealth Management
Kansas
$996K -$2.6M -25,755 -72%
PGAM
297
Princeton Global Asset Management
New Jersey
$978K -$105K -1,043 -10%
GJWM
298
Gilliland Jeter Wealth Management
Arkansas
$969K -$162K -1,608 -14%
LA
299
Latitude Advisors
Florida
$959K -$15.4K -153 -2%
EWA
300
EP Wealth Advisors
California
$955K -$59.3K -588 -6%