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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 %
GM
426
GeoWealth Management
Illinois
$306K -$80.1K -806 -21%
ARC
427
Advisor Resource Council
Texas
$304K -$2.51M -25,312 -89%
MFA
428
Mayflower Financial Advisors
Massachusetts
$304K -$7.66K -77 -2%
BHWM
429
Beaird Harris Wealth Management
Texas
$299K +$2.78K +28 +0.9%
VI
430
VanderPol Investments
Michigan
$294K +$294K +2,956 New
Invesco
431
Invesco
Georgia
$293K -$94.9K -954 -24%
Bank of Montreal
432
Bank of Montreal
Ontario, Canada
$292K -$369K -3,707 -56%
FPAS
433
Focus Partners Advisor Solutions
Missouri
$291K -$189K -1,898 -39%
CA
434
CGN Advisors
Kansas
$285K – – –
CCM
435
Cambridge Capital Management
Illinois
$284K +$5.67K +57 +2%
SFG
436
Sovereign Financial Group
Connecticut
$281K +$26K +261 +10%
MSWMA
437
Market Street Wealth Management Advisors
Indiana
$278K +$1.19K +12 +0.4%
AC
438
Apella Capital
Connecticut
$278K -$88.6K -891 -24%
National Bank of Canada
439
National Bank of Canada
Quebec, Canada
$274K +$13.7K +138 +5%
TCM
440
Tradewinds Capital Management
Washington
$272K – – –
ULWM
441
Upper Left Wealth Management
Florida
$271K -$42K -422 -13%
VPP
442
Vertex Planning Partners
Illinois
$271K +$9.94K +100 +4%
FIA
443
Foundations Investment Advisors
Arizona
$270K +$270K +2,713 New
SAM
444
Satovsky Asset Management
New York
$269K -$4.48K -45 -2%
KV
445
Kickstand Ventures
New York
$265K -$291K -2,926 -52%
DP
446
DDD Partners
Washington
$263K +$263K +2,643 New
SSB
447
Sandy Spring Bank
Maryland
$261K +$261K +2,624 New
GLA
448
Good Life Advisors
Pennsylvania
$261K -$54.7K -550 -17%
KWM
449
Kingsview Wealth Management
Oregon
$258K -$4.38K -44 -2%
ACM
450
Ardent Capital Management
Ohio
$258K – – –
16 17
18
19 20