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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
Cerity Partners
26
Cerity Partners
New York
$51.7M +$3.38M +33,568 +7%
Renaissance Technologies
27
Renaissance Technologies
New York
$46.9M +$13.7M +135,900 +41%
TIM
28
Tortoise Investment Management
New York
$46.5M -$488K -4,841 -1%
DWM
29
Dynasty Wealth Management
Florida
$44.2M +$44.3M +439,747 New
QWP
30
Quotient Wealth Partners
Texas
$43.6M +$1.25M +12,447 +3%
CTC
31
Central Trust Company
Missouri
$42M +$4.2M +41,677 +11%
Raymond James Financial
32
Raymond James Financial
Florida
$40.4M +$40.5M +402,021 New
LA
33
LVW Advisors
New York
$38.3M +$2.66M +26,413 +7%
Wells Fargo
34
Wells Fargo
California
$37.8M -$3.42M -33,934 -8%
SL
35
Summitry LLC
California
$37.7M -$360K -3,569 -0.9%
SIC
36
Sigma Investment Counselors
Michigan
$37.7M +$1.38M +13,645 +4%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$37.4M +$62.9K +624 +0.2%
Victory Capital Management
38
Victory Capital Management
Texas
$37.2M
NYLIM
39
New York Life Investment Management
New York
$33.4M +$16M +158,818 +92%
WA
40
Wilshire Advisors
California
$30.6M +$9.12M +90,470 +42%
SCM
41
SCS Capital Management
Massachusetts
$30.4M -$458K -4,548 -1%
IWC
42
Integrated Wealth Concepts
Massachusetts
$29.7M +$9.68M +95,994 +48%
GAM
43
Gould Asset Management
California
$29.6M +$3.04M +30,158 +11%
APG
44
Abacus Planning Group
South Carolina
$28.8M +$2.37M +23,535 +9%
AAM
45
Austin Asset Management
Texas
$27.9M +$904K +8,968 +3%
EF
46
Empowered Funds
Pennsylvania
$25.6M +$2.39M +23,752 +10%
KLI
47
Kelman-Lazarov Inc
Tennessee
$25.5M +$695K +6,898 +3%
PFA
48
Pure Financial Advisors
California
$25.4M -$3.15M -31,228 -11%
RT
49
Rockland Trust
Massachusetts
$22.4M -$82.7K -820 -0.4%
MCM
50
MAI Capital Management
Ohio
$22.3M +$22.3M +221,334 New