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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 %
WS
401
Wedbush Securities
California
$383K +$104K +1,047 +37%
TWP
402
Tyche Wealth Partners
Texas
$382K -$52.2K -525 -12%
ECML
403
Eagle Capital Management (Louisiana)
Louisiana
$379K – – –
TFA
404
Toth Financial Advisory
Virginia
$379K -$299K -3,006 -44%
SC
405
Scotia Capital
Ontario, Canada
$378K -$65.5K -659 -15%
NC
406
Napatree Capital
Rhode Island
$375K – – –
CWM
407
Campbell Wealth Management
Virginia
$367K -$2.89M -29,076 -89%
SWP
408
Stratos Wealth Partners
Ohio
$366K -$50K -503 -12%
TCM
409
Triumph Capital Management
Colorado
$365K +$1.99K +20 +0.5%
MBFW
410
Morton Brown Family Wealth
Pennsylvania
$365K -$2.53M -25,422 -87%
RJT
411
Raymond James Trust
Florida
$363K – – –
OL
412
Owen LaRue
Kentucky
$350K -$152K -1,527 -30%
SWM
413
Sugarloaf Wealth Management
Georgia
$349K -$531K -5,340 -60%
BCM
414
Brookstone Capital Management
Illinois
$345K +$12.6K +127 +4%
CWP
415
Core Wealth Partners
California
$345K – – –
RG
416
Rathbones Group
United Kingdom
$345K -$291K -2,928 -46%
BW
417
Bison Wealth
Georgia
$344K – – –
VCA
418
Verdence Capital Advisors
Maryland
$337K +$33.3K +335 +11%
AM
419
Atwater Malick
Pennsylvania
$335K – – –
RCS
420
Retirement Capital Strategies
California
$326K -$3.18K -32 -1%
QWM
421
Quadcap Wealth Management
Texas
$321K -$239K -2,404 -43%
M&T Bank
422
M&T Bank
New York
$319K – – –
MCB
423
Morton Community Bank
Illinois
$318K – – –
VDI
424
Vaughan David Investments
Illinois
$318K – – –
S
425
SignatureFD
Georgia
$310K +$310K +3,113 +62,260%
15 16
17
18 19