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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
RSF
376
Rik Saylor Financial
Ohio
$555K +$556K +5,517 New
CPA
377
Cardiff Park Advisors
California
$554K +$3.02K +30 +0.5%
LAS
378
LWM Advisory Services
Florida
$553K +$85.9K +852 +18%
HH
379
Hilltop Holdings
Texas
$544K -$18.5K -184 -3%
RFG
380
RFP Financial Group
Georgia
$539K -$14.8K -147 -3%
CA
381
Clune & Associates
Illinois
$528K +$529K +5,246 New
SA
382
Sanctuary Advisors
Indiana
$528K -$45.4K -450 -8%
VCM
383
Virtue Capital Management
Tennessee
$527K -$30.1K -299 -5%
MBT
384
Montecito Bank & Trust
California
$523K +$524K +5,200 New
SF
385
Summit Financial
New Jersey
$521K
AG
386
Ascent Group
Virginia
$520K +$521K +5,170 New
CIR
387
Clear Investment Research
Georgia
$517K +$28.7K +285 +6%
LWM
388
Lodestone Wealth Management
Washington
$516K -$9.17K -91 -2%
ACP
389
Aveo Capital Partners
Colorado
$514K +$515K +5,114 New
LWM
390
LongView Wealth Management
Georgia
$510K +$6.45K +64 +1%
GA
391
Greenspring Advisors
Maryland
$509K +$280K +2,779 +122%
CA
392
Clearstead Advisors
Ohio
$508K
PC
393
Prairiewood Capital
North Dakota
$506K +$74.1K +735 +17%
JIP
394
Jaffetilchin Investment Partners
Florida
$505K +$3.13K +31 +0.6%
LBC
395
Lowe Brockenbrough & Co
Virginia
$502K
AFA
396
Avant Financial Advisors
Texas
$499K +$500K +4,965 New
VPP
397
Vertex Planning Partners
Illinois
$498K +$247K +2,447 +98%
DWM
398
Diversify Wealth Management
Utah
$498K +$100K +992 +25%
TFM
399
Trademark Financial Management
Minnesota
$498K +$167K +1,653 +50%
FHA
400
Flagship Harbor Advisors
Massachusetts
$497K -$42.1K -418 -8%