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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
FA
401
FC Advisory
Pennsylvania
$496K +$14.8K +147 +3%
BFA
402
Beacon Financial Advisory
Ohio
$494K -$15.2K -151 -3%
LG
403
LaFleur & Godfrey
Michigan
$492K -$13.9K -138 -3%
GWM
404
Grand Wealth Management
Michigan
$491K -$14K -139 -3%
FH
405
Financial Harvest
Florida
$484K +$485K +4,811 New
IAA
406
Independent Advisor Alliance
North Carolina
$471K +$471K +4,677 New
LRWM
407
Lord & Richards Wealth Management
Colorado
$464K +$465K +4,615 New
SIM
408
Stratos Investment Management
Ohio
$459K +$460K +4,561 New
JWCA
409
J.W. Coons Advisors
Ohio
$459K +$195K +1,930 +73%
NRWA
410
North Ridge Wealth Advisors
Oregon
$457K -$154K -1,530 -25%
CCM
411
Cambridge Capital Management
Illinois
$456K +$6.75K +67 +2%
IFG
412
Independent Financial Group
California
$453K +$41.3K +410 +10%
Northern Trust
413
Northern Trust
Illinois
$451K +$452K +4,482 New
CCM
414
Coldstream Capital Management
Washington
$447K +$248K +2,465 +125%
EIP
415
Ellis Investment Partners
Pennsylvania
$436K -$303K -3,007 -41%
OMC
416
Old Mission Capital
Illinois
$433K +$433K +4,300 New
UWM
417
USAdvisors Wealth Management
Minnesota
$432K -$1.92M -19,069 -82%
MWM
418
Meridian Wealth Management
Kentucky
$430K -$101 -1 -0%
LF
419
Lee Financial
Texas
$426K -$195K -1,934 -31%
IAS
420
Insigneo Advisory Services
Florida
$425K -$2.62K -26 -0.6%
SFG
421
Sovereign Financial Group
Connecticut
$418K +$73.8K +732 +21%
MS
422
Madden Securities
Texas
$417K +$12.1K +120 +3%
OP
423
ORG Partners
Indiana
$413K +$2.02K +20 +0.5%
DIM
424
Delta Investment Management
California
$402K +$1.21K +12 +0.3%
JWM
425
JGP Wealth Management
Oregon
$398K +$114K +1,133 +40%