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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
ARC
426
Advisor Resource Council
Texas
$398K +$399K +3,956 New
SWP
427
Strategic Wealth Partners
Ohio
$388K -$108K -1,071 -22%
TWM
428
TSA Wealth Management
Texas
$385K -$16.1K -160 -4%
SWTS
429
Stonehaven Wealth & Tax Solutions
Wisconsin
$385K +$386K +3,826 New
FFA
430
Florida Financial Advisors
Florida
$383K -$11.7K -116 -3%
ECML
431
Eagle Capital Management (Louisiana)
Louisiana
$383K
NC
432
Napatree Capital
Rhode Island
$381K
RG
433
Rathbones Group
United Kingdom
$380K +$381K +3,782 New
WS
434
Wedbush Securities
California
$379K -$7.56K -75 -2%
AI
435
Atria Investments
North Carolina
$379K -$2.9M -28,782 -88%
TW
436
TrinityPoint Wealth
Connecticut
$378K +$379K +3,761 New
PIM
437
Penobscot Investment Management
Massachusetts
$378K
SRA
438
Secured Retirement Advisors
Minnesota
$377K -$72.3K -717 -16%
DP
439
DDD Partners
Washington
$370K +$11.1K +110 +3%
AWM
440
Adams Wealth Management
Utah
$369K +$369K +3,664 New
CI
441
CacheTech Inc
Utah
$369K +$369K +3,664 New
CSP
442
Cary Street Partners
Virginia
$367K +$368K +3,650 New
KBFS
443
Kohmann Bosshard Financial Services
Ohio
$362K
AIP
444
Ameritas Investment Partners
Nebraska
$361K -$11.8K -117 -3%
WW
445
Winnow Wealth
Texas
$360K +$364K +3,611 New
VCA
446
Verdence Capital Advisors
Maryland
$358K +$1.51K +15 +0.4%
AIM
447
Advyzon Investment Management
Illinois
$356K +$357K +3,541 New
TFA
448
Toth Financial Advisory
Virginia
$352K -$28.7K -285 -8%
FNT
449
First National Trust
Pennsylvania
$352K +$353K +3,500 New
CWP
450
Core Wealth Partners
California
$349K