We are live on ! Find out more
STIP icon

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
UAS
326
United Asset Strategies
New York
$786K -$8.37K -83 -1%
SC
327
Scotia Capital
Ontario, Canada
$781K +$422K +4,189 +117%
HCC
328
Hirtle Callaghan & Co
Pennsylvania
$780K
3F
329
360 Financial
Minnesota
$775K
AFAS
330
Acorn Financial Advisory Services
Virginia
$765K +$66.6K +661 +10%
IA
331
IFP Advisors
Florida
$743K +$475K +4,715 +176%
CAG
332
Csenge Advisory Group
Florida
$726K +$728K +7,221 New
AF
333
Allworth Financial
California
$716K +$3.23K +32 +0.5%
WA
334
Waverly Advisors
Alabama
$716K
ASN
335
Advisory Services Network
Georgia
$712K +$51.3K +509 +8%
Comerica Bank
336
Comerica Bank
Texas
$702K
HNWA
337
Henrickson Nauta Wealth Advisors
Michigan
$701K -$45.8K -454 -6%
CF
338
Centaurus Financial
California
$692K -$2.14M -21,210 -76%
NG
339
Norden Group
Utah
$691K +$368K +3,655 +114%
MC
340
Middleton & Co
Massachusetts
$688K
MWM
341
Maripau Wealth Management
Indiana
$682K +$683K +6,777 New
SWM
342
Spire Wealth Management
Virginia
$682K -$87.8K -871 -11%
LPAM
343
Lodestar Private Asset Management
California
$668K -$12.4K -123 -2%
WAG
344
Wallace Advisory Group
California
$665K -$256K -2,543 -28%
SC
345
Sykon Capital
New York
$654K +$655K +6,500 New
TDWM
346
Topel & Distasi Wealth Management
California
$649K
SA
347
Sovran Advisors
California
$642K +$642K +6,372 New
DAS
348
Diversify Advisory Services
Utah
$641K +$162K +1,605 +34%
DI
349
Disciplined Investments
Oklahoma
$637K -$42.8K -425 -6%
DWM
350
DecisionMap Wealth Management
Virginia
$630K +$631K +6,264 New