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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.

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
1
Wealthcare Capital Management
Virginia
$66.2M
2
MWM
2
Modera Wealth Management
New Jersey
$159M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$37.3M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$31.5M
5
Jane Street
5
Jane Street
New York
$21.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$56.3M
2
NG
2
Norden Group
Utah
$252K
3
FGAM
3
Financial Gravity Asset Management
Texas
$26.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$132M
5
Ameriprise
5
Ameriprise
Minnesota
$77.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
26
Cerity Partners
New York
$45.1M 455,794 -9,802 -2%
DWM
27
Dynasty Wealth Management
Florida
$44.2M 444,804 +444,804 New
QWP
28
Quotient Wealth Partners
Texas
$42.7M 429,049 +69,543 +19%
FLPIM
29
F.L. Putnam Investment Management
Massachusetts
$39.4M 396,061 +29,398 +8%
TIM
30
Tortoise Investment Management
New York
$37.5M 376,655 +36,529 +11%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$37.3M 374,766 +204,788 +120%
SL
32
Summitry LLC
California
$36.3M 364,891 +27,510 +8%
SIC
33
Sigma Investment Counselors
Michigan
$35.5M 356,966 +5,982 +2%
SCM
34
SCS Capital Management
Massachusetts
$34.4M 345,926 -19,630 -5%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$31.5M 317,130 +201,979 +175%
LA
36
LVW Advisors
New York
$31.1M 313,162 +23,670 +8%
TC
37
TownSquare Capital
Utah
$31M 311,764 +31,502 +11%
UBS Group
38
UBS Group
Switzerland
$30.4M 306,238 -11,862 -4%
PFA
39
Pure Financial Advisors
California
$30.2M 303,539 -3,529 -1%
Creative Planning
40
Creative Planning
Kansas
$27.9M 280,190 -86,865 -24%
FGAM
41
Financial Gravity Asset Management
Texas
$26.4M 266,647 -1,539,438 -85%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$25.9M 260,821 -92,595 -26%
AAM
43
Austin Asset Management
Texas
$25.8M 259,540 +801 +0.3%
PS
44
Principal Securities
Iowa
$25.5M 256,218 +31,307 +14%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$25.2M 253,287 -62,940 -20%
FCAS
46
First Command Advisory Services
Texas
$24M 241,458 -270,096 -53%
Renaissance Technologies
47
Renaissance Technologies
New York
$24M 241,100 +78,306 +48%
Victory Capital Management
48
Victory Capital Management
Texas
$23.4M 235,579 – –
LJAC
49
L.J. Altfest & Co
New York
$22.9M 229,881 -4,458 -2%
KLI
50
Kelman-Lazarov Inc
Tennessee
$22.7M 227,977 +7,954 +4%
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