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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
FHA
351
Flagship Harbor Advisors
Massachusetts
$543K +$3.41K +34 +0.6%
LWM
352
Lodestone Wealth Management
Washington
$529K -$6.31K -63 -1%
SF
353
Summit Financial
New Jersey
$524K +$518K +5,175 New
BFA
354
Beacon Financial Advisory
Ohio
$512K -$52.1K -520 -9%
CA
355
Clearstead Advisors
Ohio
$512K -$15K -150 -3%
LG
356
LaFleur & Godfrey
Michigan
$510K +$9.21K +92 +2%
GWM
357
Grand Wealth Management
Michigan
$508K -$1.6K -16 -0.3%
LWM
358
LongView Wealth Management
Georgia
$507K +$291K +2,903 +138%
JIP
359
Jaffetilchin Investment Partners
Florida
$506K +$3.1K +31 +0.6%
LBC
360
Lowe Brockenbrough & Co
Virginia
$505K
Nisa Investment Advisors
361
Nisa Investment Advisors
Missouri
$496K -$7.96M -79,500 -94%
SWP
362
Strategic Wealth Partners
Ohio
$495K -$6.21K -62 -1%
CIR
363
Clear Investment Research
Georgia
$492K -$255K -2,547 -34%
FA
364
FC Advisory
Pennsylvania
$484K +$32K +319 +7%
TSS
365
Two Sigma Securities
New York
$481K +$185K +1,850 +64%
DAS
366
Diversify Advisory Services
Utah
$481K -$521K -5,201 -52%
LAS
367
LWM Advisory Services
Florida
$470K -$12.1K -121 -3%
FNWA
368
Financial Network Wealth Advisors
Utah
$460K -$88.4K -883 -16%
CCM
369
Cambridge Capital Management
Illinois
$452K +$112K +1,123 +34%
SRA
370
Secured Retirement Advisors
Minnesota
$452K -$43.4K -433 -9%
PC
371
Prairiewood Capital
North Dakota
$435K -$3.21K -32 -0.7%
MWM
372
Meridian Wealth Management
Kentucky
$434K -$5.51K -55 -1%
IAS
373
Insigneo Advisory Services
Florida
$431K -$63.1K -630 -13%
CSPIA
374
Cary Street Partners Investment Advisory
Virginia
$429K -$63.2K -631 -13%
HFO
375
Heritage Family Offices
Arizona
$425K