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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
LRPA
301
L. Roy Papp & Associates
Arizona
$946K
WT
302
Washington Trust
Rhode Island
$931K -$234K -2,325 -20%
MMA
303
Miracle Mile Advisors
California
$915K -$87.5K -868 -9%
JPLA
304
Joseph P. Lucia & Associates
New York
$914K -$53.1K -527 -5%
LSIA
305
LaSalle St. Investment Advisors
Illinois
$909K +$125K +1,241 +16%
SWM
306
Selective Wealth Management
Virginia
$898K -$403 -4 -0%
TW
307
TritonPoint Wealth
Maryland
$896K +$27.8K +276 +3%
PWMG
308
Private Wealth Management Group
New Jersey
$891K +$19.4K +192 +2%
CCB
309
Country Club Bank
Missouri
$883K -$458K -4,547 -34%
SCA
310
Snowden Capital Advisors
New York
$866K -$76.1K -755 -8%
SFC
311
Strategic Financial Concepts
Texas
$863K +$865K +8,578 New
AF
312
Amara Financial
California
$860K -$64.5K -640 -7%
CIBC Private Wealth Group
313
CIBC Private Wealth Group
Georgia
$858K -$62.3K -618 -7%
FIM
314
Freedom Investment Management
Connecticut
$856K -$334K -3,316 -28%
JWCA
315
J.W. Cole Advisors
Florida
$852K -$36.1K -358 -4%
4WM
316
49 Wealth Management
Texas
$851K -$311K -3,082 -27%
RGC
317
Roberts, Glore & Co
Illinois
$829K +$232K +2,305 +39%
FFN
318
Focus Financial Network
Minnesota
$821K +$7.16K +71 +0.9%
PG
319
Patten Group
Tennessee
$813K +$814K +8,078 New
CNTOF
320
Canandaigua National Trust of Florida
New York
$807K -$5.95K -59 -0.7%
CWA
321
Continuum Wealth Advisors
New York
$802K -$2.52K -25 -0.3%
PIMG
322
Patriot Investment Management Group
Tennessee
$789K +$84K +833 +12%
GS
323
GTS Securities
New York
$789K -$215K -2,136 -21%
NWM
324
Northwest Wealth Management
Iowa
$789K -$128K -1,272 -14%
WCA
325
Westover Capital Advisors
Delaware
$787K -$835K -8,287 -51%