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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
CA
401
CGN Advisors
Kansas
$357K +$54.5K +544 +18%
CWP
402
Core Wealth Partners
California
$351K
SFG
403
Sovereign Financial Group
Connecticut
$347K -$80.3K -802 -19%
AM
404
Atwater Malick
Pennsylvania
$342K
TNBTD
405
Trustmark National Bank Trust Department
Mississippi
$339K -$66.9K -668 -17%
TFM
406
Trademark Financial Management
Minnesota
$334K +$330K +3,295 New
PAS
407
Park Avenue Securities
New York
$329K -$270K -2,694 -45%
GLA
408
Good Life Advisors
Pennsylvania
$329K +$325K +3,242 New
MSWMA
409
Market Street Wealth Management Advisors
Indiana
$327K +$36.5K +364 +13%
PA
410
Prism Advisors
California
$327K +$11.1K +111 +4%
Lido Advisors
411
Lido Advisors
California
$327K -$6.61K -66 -2%
NG
412
Norden Group
Utah
$325K +$101K +1,011 +46%
M&T Bank
413
M&T Bank
New York
$325K
MCB
414
Morton Community Bank
Illinois
$324K
VDI
415
Vaughan David Investments
Illinois
$324K
AA
416
Axiom Advisory
California
$323K +$6.81K +68 +2%
TCMP
417
Thrive Capital Management (Pennsylvania)
Pennsylvania
$314K -$45.5K -454 -13%
LFAS
418
Level Four Advisory Services
Texas
$311K +$310K +3,092 New
RCS
419
Retirement Capital Strategies
California
$311K
MFA
420
Mayflower Financial Advisors
Massachusetts
$309K -$2.3K -23 -0.7%
EWM
421
Echo Wealth Management
Minnesota
$305K -$97.8K -976 -24%
PFS
422
Prospera Financial Services
Texas
$304K -$324K -3,236 -52%
BHWM
423
Beaird Harris Wealth Management
Texas
$304K +$9.12K +91 +3%
Bank of Montreal
424
Bank of Montreal
Ontario, Canada
$297K -$601 -6 -0.2%
SF
425
SWP Financial
California
$295K -$133K -1,330 -31%