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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
FLPIM
26
F.L. Putnam Investment Management
Massachusetts
$46M +$3.46M +34,522 +8%
QWP
27
Quotient Wealth Partners
Texas
$42.7M +$1.12M +11,222 +3%
Wells Fargo
28
Wells Fargo
California
$41.5M -$4.03M -40,225 -9%
SL
29
Summitry LLC
California
$38.4M +$557K +5,563 +1%
CTC
30
Central Trust Company
Missouri
$38.1M -$2.45M -24,426 -6%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$37.6M +$1.65M +16,449 +5%
Victory Capital Management
32
Victory Capital Management
Texas
$37.5M +$13.5M +134,440 +57%
SIC
33
Sigma Investment Counselors
Michigan
$36.6M +$426K +4,255 +1%
LA
34
LVW Advisors
New York
$35.9M +$2.75M +27,479 +8%
Renaissance Technologies
35
Renaissance Technologies
New York
$33.5M -$1M -10,000 -3%
SCM
36
SCS Capital Management
Massachusetts
$31.1M -$1.72M -17,203 -5%
PFA
37
Pure Financial Advisors
California
$28.7M -$2.3M -22,963 -7%
AAM
38
Austin Asset Management
Texas
$27.2M +$148K +1,482 +0.6%
GAM
39
Gould Asset Management
California
$26.8M +$2.49M +24,840 +10%
APG
40
Abacus Planning Group
South Carolina
$26.6M +$1.95M +19,436 +8%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$25.3M -$959K -9,576 -4%
KLI
42
Kelman-Lazarov Inc
Tennessee
$24.9M +$777K +7,757 +3%
HighTower Advisors
43
HighTower Advisors
Illinois
$24.4M +$2.96M +29,579 +14%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$23.8M -$3.19M -31,805 -12%
UBS Group
45
UBS Group
Switzerland
$23.8M -$7.1M -70,855 -23%
EF
46
Empowered Funds
Pennsylvania
$23.3M +$667K +6,660 +3%
LJAC
47
L.J. Altfest & Co
New York
$22.7M -$409K -4,082 -2%
RT
48
Rockland Trust
Massachusetts
$22.6M +$1.35M +13,475 +6%
KAS
49
Kestra Advisory Services
Texas
$22.2M -$1.95M -19,464 -8%
GP
50
Greenline Partners
New York
$22M +$370K +3,698 +2%