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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
SF
351
Synovus Financial
Georgia
$624K -$139K -1,379 -18%
PTC
352
Private Trust Company
Ohio
$621K +$4.94K +49 +0.8%
SI
353
Stephens Inc
Arkansas
$618K +$619K +6,140 New
RF
354
RHS Financial
California
$617K -$24.9K -247 -4%
ATI
355
ARK & TLK Investments
Oklahoma
$617K +$254K +2,519 +70%
FCAS
356
First Command Advisory Services
Texas
$615K -$303K -3,009 -33%
ACA
357
Atlas Capital Advisors
Wyoming
$608K +$609K +6,042 New
IAN
358
Integrated Advisors Network
Texas
$608K -$13.1K -130 -2%
PFM
359
Potomac Fund Management
Florida
$606K +$607K +6,026 New
CA
360
Continuum Advisory
Idaho
$604K +$706 +7 +0.1%
EPAM
361
Evelyn Partners Asset Management
$603K +$604K +5,991 New
OWP
362
Obermeyer Wealth Partners
Colorado
$602K -$46.5K -461 -7%
Janney Montgomery Scott
363
Janney Montgomery Scott
Pennsylvania
$592K -$45.2K -448 -7%
P
364
&Partners
Tennessee
$592K -$174K -1,724 -23%
EAM
365
Empirical Asset Management
Massachusetts
$583K +$41.4K +411 +8%
SFA
366
Sequoia Financial Advisors
Ohio
$578K +$579K +5,747 New
CWP
367
Cyndeo Wealth Partners
Florida
$577K -$65.2K -647 -10%
WKWM
368
Walter & Keenan Wealth Management
Indiana
$572K -$42.7K -424 -7%
SAI
369
Savvy Advisors Inc
New York
$568K +$23K +228 +4%
TBC
370
Ted Buchan & Co
California
$567K
CA
371
CGN Advisors
Kansas
$564K +$210K +2,086 +59%
WP
372
Wealthspan Partners
Iowa
$562K -$23.9K -237 -4%
PWM
373
PBMares Wealth Management
Virginia
$560K -$5.04K -50 -0.9%
BFG
374
Birch Financial Group
New Hampshire
$560K +$561K +5,567 New
IWM
375
IHT Wealth Management
Illinois
$557K -$1.05M -10,398 -65%