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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 %
FRA
451
Frank Rimerman Advisors
California
$257K – – –
GS
452
GTS Securities
New York
$255K +$255K +2,563 New
NG
453
Norden Group
Utah
$252K -$220M -2,210,152 -100%
OWA
454
Octavia Wealth Advisors
Ohio
$248K -$1.19M -12,005 -83%
CCM
455
Chilton Capital Management
Texas
$246K – – –
PCS
456
Private Client Services
Kentucky
$241K -$73K -734 -23%
NCM
457
Northwest Capital Management
Oregon
$240K +$50.1K +504 +26%
AWM
458
Accurate Wealth Management
Florida
$239K -$9.92K -100 -4%
ACP
459
Aviance Capital Partners
Florida
$234K – – –
GWM
460
Geneos Wealth Management
Colorado
$233K -$520K -5,234 -69%
GA
461
Greenspring Advisors
Maryland
$227K – – –
FT
462
Fiduciary Trust
Massachusetts
$227K -$67.5K -679 -23%
QCIG
463
Quad-Cities Investment Group
Iowa
$222K -$18.7K -188 -8%
UCFA
464
United Capital Financial Advisors
Texas
$217K -$89.3K -898 -29%
RSWM
465
Robertson Stephens Wealth Management
California
$217K -$26.8K -270 -11%
EWM
466
Executive Wealth Management
Michigan
$217K -$2.71M -27,288 -93%
DW
467
Dodds Wealth
Colorado
$214K -$2.72M -27,352 -93%
EFG
468
Ehrlich Financial Group
California
$214K -$78.8K -793 -27%
CAMG
469
CWA Asset Management Group
Florida
$212K -$21.1K -212 -9%
CFGS
470
Concourse Financial Group Securities
Alabama
$212K +$7.76K +78 +4%
RFM
471
Royal Fund Management
Florida
$211K -$5.67K -57 -3%
HI
472
Harbour Investments
Wisconsin
$210K +$3.18K +32 +2%
MG
473
Mather Group
Illinois
$209K -$37K -375 -15%
NP
474
NorthRock Partners
Minnesota
$209K -$21.4K -215 -9%
GVAG
475
Great Valley Advisor Group
Delaware
$208K – – –
17 18
19
20 21