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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
GWM
376
Geneos Wealth Management
Colorado
$415K +$158K +1,579 +63%
IFG
377
Independent Financial Group
California
$415K -$106K -1,058 -21%
OP
378
ORG Partners
Indiana
$414K +$27.1K +271 +7%
WIA
379
World Investment Advisors
California
$413K -$305K -3,046 -43%
TWM
380
TCFG Wealth Management
California
$412K +$408K +4,071 New
KA
381
Kovack Advisors
Florida
$409K -$149K -1,487 -27%
MS
382
Madden Securities
Texas
$408K +$4.51K +45 +1%
MAWCM
383
Mine & Arao Wealth Creation & Management
California
$406K -$24.3K -243 -6%
EBA
384
Eagle Bay Advisors
New York
$405K
TWM
385
TSA Wealth Management
Texas
$404K -$252K -2,515 -39%
DIM
386
Delta Investment Management
California
$403K -$1.7K -17 -0.4%
TC
387
TAGStone Capital
North Carolina
$403K +$54.1K +540 +16%
DWM
388
Diversify Wealth Management
Utah
$399K -$74.4K -743 -16%
FFA
389
Florida Financial Advisors
Florida
$398K -$402K -4,009 -51%
WS
390
Wedbush Securities
California
$390K
ECML
391
Eagle Capital Management (Louisiana)
Louisiana
$386K
TFA
392
Toth Financial Advisory
Virginia
$383K -$1.8K -18 -0.5%
NC
393
Napatree Capital
Rhode Island
$383K
PIM
394
Penobscot Investment Management
Massachusetts
$381K
AIP
395
Ameritas Investment Partners
Nebraska
$375K -$2K -20 -0.5%
ATI
396
ARK & TLK Investments
Oklahoma
$366K -$128K -1,278 -26%
KBFS
397
Kohmann Bosshard Financial Services
Ohio
$365K
SC
398
Scotia Capital
Ontario, Canada
$363K -$53.9K -538 -13%
DP
399
DDD Partners
Washington
$362K +$64.4K +643 +22%
VCA
400
Verdence Capital Advisors
Maryland
$359K