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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

571 hedge funds and large institutions have $4.79B invested in iShares 0-5 Year TIPS Bond ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 198 increasing their positions, 244 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
-34
Holders Change %
-5.62%
% of All Funds
8.28%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
0.74%
New
40
Increased
198
Reduced
244
Closed
59
Calls
$13.5M
Puts
$835K
Net Calls
+$12.6M
Net Calls Change
+$11.2M

Top Buyers

1
WCM
Wealthcare Capital Management
Virginia
+$59.7M
2
MWM
Modera Wealth Management
New Jersey
+$37M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$20.4M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$20.1M
5
Jane Street
Jane Street
New York
+$19M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$282M
2
NG
Norden Group
Utah
-$220M
3
FGAM
Financial Gravity Asset Management
Texas
-$152M
4
Morgan Stanley
Morgan Stanley
New York
-$151M
5
Ameriprise
Ameriprise
Minnesota
-$77M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
376
Carolinas Wealth Consulting
North Carolina
$481K -$19.5K -196 -4%
MFIM
377
Mesirow Financial Investment Management
Illinois
$464K -$570K -5,730 -55%
Jones Financial Companies
378
Jones Financial Companies
Missouri
$461K +$167K +1,682 +57%
PIM
379
Penobscot Investment Management
Massachusetts
$459K -$95.6K -961 -17%
VCM
380
Virtue Capital Management
Tennessee
$455K – – –
WI
381
WBI Investments
New Jersey
$441K -$212K -2,133 -32%
KWS
382
Keystone Wealth Services
California
$436K -$43K -433 -9%
FA
383
FC Advisory
Pennsylvania
$435K – – –
PC
384
Prairiewood Capital
North Dakota
$430K – – –
KBFS
385
Kohmann Bosshard Financial Services
Ohio
$422K -$366K -3,677 -46%
Lido Advisors
386
Lido Advisors
California
$420K +$58.1K +584 +16%
MWM
387
Mattern Wealth Management
Kansas
$417K -$313K -3,148 -43%
LAS
388
LWM Advisory Services
Florida
$413K +$44.7K +450 +12%
AWM
389
Aprio Wealth Management
Georgia
$410K +$410K +4,121 New
RCAG
390
Rehmann Capital Advisory Group
Michigan
$408K +$2.19K +22 +0.5%
AIP
391
Ameritas Investment Partners
Nebraska
$408K -$52.7K -530 -11%
MAWCM
392
Mine & Arao Wealth Creation & Management
California
$408K -$2.88K -29 -0.7%
SHWM
393
Smith & Howard Wealth Management
Georgia
$407K +$6.96K +70 +2%
LG
394
LaFleur & Godfrey
Michigan
$407K +$29.5K +297 +8%
SG
395
StoneX Group
New York
$399K +$33.1K +333 +9%
EBA
396
Eagle Bay Advisors
New York
$398K – – –
MS
397
Madden Securities
Texas
$396K +$29.8K +300 +8%
EWM
398
Echo Wealth Management
Minnesota
$394K +$72.6K +730 +23%
EW
399
Evoke Wealth
California
$393K +$393K +3,955 New
TCM
400
TD Capital Management
Tennessee
$383K – – –
14 15
16
17 18