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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
PI
426
PFG Investments
New York
$287K +$284K +2,832 New
RCAG
427
Rehmann Capital Advisory Group
Michigan
$287K -$135K -1,346 -32%
JWM
428
JGP Wealth Management
Oregon
$286K +$48.7K +486 +21%
AWA
429
Arkadios Wealth Advisors
Georgia
$286K -$8.31K -83 -3%
SAM
430
Satovsky Asset Management
New York
$281K +$3K +30 +1%
TCM
431
Tradewinds Capital Management
Washington
$277K
PB
432
Pinnacle Bancorp
Nebraska
$277K -$66.1K -660 -19%
SHWM
433
Smith & Howard Wealth Management
Georgia
$277K -$36.9K -368 -12%
US Bancorp
434
US Bancorp
Minnesota
$277K +$1.6K +16 +0.6%
FA
435
FDx Advisors
Illinois
$273K -$8.31K -83 -3%
IA
436
IFP Advisors
Florida
$271K +$182K +1,822 +214%
EWM
437
Executive Wealth Management
Michigan
$268K +$265K +2,649 New
FFA
438
Farther Finance Advisors
California
$267K +$152K +1,515 +136%
JWCA
439
J.W. Coons Advisors
Ohio
$266K -$21.5K -215 -8%
PS
440
Principal Securities
Iowa
$265K -$45.7K -456 -15%
WWM
441
Western Wealth Management
Colorado
$264K -$179K -1,784 -41%
FRA
442
Frank Rimerman Advisors
California
$261K
NCM
443
Northwest Capital Management
Oregon
$260K
KWS
444
Keystone Wealth Services
California
$256K -$100K -1,003 -28%
LCM
445
Liberty Capital Management
Michigan
$255K +$252K +2,519 New
TFG
446
Tilson Financial Group
New Jersey
$254K +$8.11K +81 +3%
VPP
447
Vertex Planning Partners
Illinois
$254K -$21.7K -217 -8%
TWP
448
Tyche Wealth Partners
Texas
$254K -$32.6K -325 -11%
CCM
449
Chilton Capital Management
Texas
$251K
AWM
450
Accurate Wealth Management
Florida
$244K