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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
GA
451
Greenspring Advisors
Maryland
$232K
EAM
452
Evanson Asset Management
California
$227K +$18.5K +185 +9%
FL
453
FreeGulliver LLC
Louisiana
$224K +$222K +2,212 New
UCFA
454
United Capital Financial Advisors
Texas
$221K -$3.51K -35 -2%
JSW
455
Journey Strategic Wealth
New Jersey
$220K +$9.62K +96 +5%
CFGS
456
Concourse Financial Group Securities
Alabama
$219K +$300 +3 +0.1%
Fifth Third Bancorp
457
Fifth Third Bancorp
Ohio
$219K +$126K +1,253 +138%
WAM
458
WNY Asset Management
New York
$217K -$51K -509 -19%
RFN
459
Redwood Financial Network
Ohio
$214K +$211K +2,109 New
SWP
460
Stratos Wealth Partners
Ohio
$211K -$89.2K -891 -30%
AWM
461
Aprio Wealth Management
Georgia
$208K
SGAM
462
Stephens Group Asset Management
Arkansas
$208K +$205K +2,051 New
EWA
463
EverSource Wealth Advisors
Alabama
$208K +$111K +1,110 +118%
FT
464
Fiduciary Trust
Massachusetts
$206K -$1.8K -18 -0.9%
WHCI
465
W.H. Cornerstone Investments
Massachusetts
$205K +$203K +2,027 New
CAMG
466
CWA Asset Management Group
Florida
$204K +$201K +2,009 New
WA
467
WBH Advisory
Maryland
$203K +$200K +2,000 New
FOA
468
Five Oceans Advisors
California
$201K +$198K +1,980 New
CCM
469
Coldstream Capital Management
Washington
$200K +$198K +1,975 New
AWM
470
Avior Wealth Management
Nebraska
$179K +$1.8K +18 +1%
PFG
471
Peterson Financial Group
Iowa
$177K +$175K +1,745 New
GTAM
472
Global Trust Asset Management
Florida
$172K
HI
473
Harbour Investments
Wisconsin
$169K +$12.9K +129 +8%
FUBT
474
First United Bank & Trust
Maryland
$163K -$5.51K -55 -3%
HWM
475
Horizons Wealth Management
North Carolina
$162K -$26.6K -266 -14%