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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
AM
451
Atwater Malick
Pennsylvania
$343K +$3.53K +35 +1%
PFS
452
Prospera Financial Services
Texas
$339K +$37.4K +371 +12%
HP
453
Holistic Planning
Texas
$336K +$336K +3,337 New
TNBTD
454
Trustmark National Bank Trust Department
Mississippi
$333K -$3.43K -34 -1%
AWE
455
Avidian Wealth Enterprises
Texas
$332K +$333K +3,299 New
Bank of Montreal
456
Bank of Montreal
Ontario, Canada
$330K +$35.6K +353 +12%
MSWMA
457
Market Street Wealth Management Advisors
Indiana
$330K +$4.54K +45 +1%
DLCIG
458
D.L. Carlson Investment Group
New Hampshire
$328K +$329K +3,265 New
MAWCM
459
Mine & Arao Wealth Creation & Management
California
$328K -$75.2K -746 -19%
M&T Bank
460
M&T Bank
New York
$327K +$4.94K +49 +2%
AFO
461
Aurelius Family Office
New Hampshire
$325K +$326K +3,230 New
VDI
462
Vaughan David Investments
Illinois
$322K
MCB
463
Morton Community Bank
Illinois
$322K
SOWAS
464
Silver Oak Wealth Advisors Services
California
$318K +$319K +3,165 New
SW
465
SVB Wealth
Massachusetts
$312K +$312K +3,097 New
TWM
466
TCFG Wealth Management
California
$311K -$98.6K -978 -24%
RCS
467
Retirement Capital Strategies
California
$308K
AF
468
Advisornet Financial
Minnesota
$304K +$154K +1,531 +103%
GSEP
469
Golden State Equity Partners
California
$304K +$304K +3,018 New
EWM
470
Echo Wealth Management
Minnesota
$303K -$1.11K -11 -0.4%
PI
471
PFG Investments
New York
$301K +$15.8K +157 +6%
LFAS
472
Level Four Advisory Services
Texas
$299K -$12.4K -123 -4%
BHWM
473
Beaird Harris Wealth Management
Texas
$298K -$3.93K -39 -1%
MFA
474
Mayflower Financial Advisors
Massachusetts
$297K -$9.37K -93 -3%
FFA
475
Farther Finance Advisors
California
$287K +$21.8K +216 +8%