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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
DI
326
Disciplined Investments
Oklahoma
$684K -$277K -2,764 -29%
TDWM
327
Topel & Distasi Wealth Management
California
$654K
ASN
328
Advisory Services Network
Georgia
$653K
OWP
329
Obermeyer Wealth Partners
Colorado
$653K -$51.4K -513 -7%
RF
330
RHS Financial
California
$647K -$222K -2,213 -26%
CWP
331
Cyndeo Wealth Partners
Florida
$647K -$15.5M -155,240 -96%
Janney Montgomery Scott
332
Janney Montgomery Scott
Pennsylvania
$642K -$139K -1,388 -18%
PCG
333
Prosperity Consulting Group
Maryland
$627K -$226K -2,260 -27%
IAN
334
Integrated Advisors Network
Texas
$625K
LF
335
Lee Financial
Texas
$625K -$598K -5,972 -49%
PTC
336
Private Trust Company
Ohio
$621K -$84.9K -848 -12%
WKWM
337
Walter & Keenan Wealth Management
Indiana
$619K -$1.8K -18 -0.3%
NRWA
338
North Ridge Wealth Advisors
Oregon
$615K -$4.41K -44 -0.7%
CA
339
Continuum Advisory
Idaho
$603K +$112K +1,120 +23%
RGC
340
Roberts, Glore & Co
Illinois
$601K +$319K +3,187 +116%
WP
341
Wealthspan Partners
Iowa
$590K +$100 +1 +0%
TBC
342
Ted Buchan & Co
California
$571K -$193K -1,927 -25%
SA
343
Sanctuary Advisors
Indiana
$570K -$948K -9,460 -63%
PWM
344
PBMares Wealth Management
Virginia
$569K -$21.1K -211 -4%
HH
345
Hilltop Holdings
Texas
$567K -$2M -19,934 -78%
VCM
346
Virtue Capital Management
Tennessee
$561K +$95.4K +952 +21%
RFG
347
RFP Financial Group
Georgia
$558K -$8.51K -85 -2%
CPA
348
Cardiff Park Advisors
California
$555K -$26.3K -263 -5%
SAI
349
Savvy Advisors Inc
New York
$549K -$10.9K -109 -2%
EAM
350
Empirical Asset Management
Massachusetts
$545K -$242K -2,419 -31%