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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.

New
Increased
Maintained
Reduced
Closed
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
Wealthcare Capital Management
Virginia
+$59.7M
2
MWM
Modera Wealth Management
New Jersey
+$37M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$20.4M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$20.1M
5
Jane Street
Jane Street
New York
+$19M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$282M
2
NG
Norden Group
Utah
-$220M
3
FGAM
Financial Gravity Asset Management
Texas
-$152M
4
Morgan Stanley
Morgan Stanley
New York
-$151M
5
Ameriprise
Ameriprise
Minnesota
-$77M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
476
Coldstream Capital Management
Washington
$206K -$336K -3,379 -62%
EAM
477
Evanson Asset Management
California
$204K – – –
CAL
478
Capital Analysts LLC
Pennsylvania
$193K -$11.4K -114 -6%
GTAM
479
Global Trust Asset Management
Florida
$189K – – –
HWM
480
Horizons Wealth Management
North Carolina
$184K – – –
AWM
481
Avior Wealth Management
Nebraska
$175K +$6.96K +70 +4%
ACA
482
American Capital Advisory
Idaho
$173K +$108K +1,092 +167%
CG
483
Cynosure Group
Utah
$169K -$133K -30,261 -44%
CA
484
CoreCap Advisors
Michigan
$152K +$152K +1,532 New
MWM
485
Mascoma Wealth Management
New Hampshire
$134K -$29.9K -301 -18%
PCWA
486
Pacific Capital Wealth Advisors
California
$126K -$11K -111 -8%
FUBT
487
First United Bank & Trust
Maryland
$125K +$47.5K +478 +61%
MI
488
Mercer Investments
Massachusetts
$124K -$124K -1,244 -50%
MTC
489
Matrix Trust Company
Colorado
$118K +$5.87K +59 +5%
FFA
490
Farther Finance Advisors
California
$112K -$14.7K -148 -12%
BC
491
Barrett & Company
Rhode Island
$109K – – –
LB
492
Legacy Bridge
Iowa
$102K – – –
WIA
493
Wetzel Investment Advisors
Indiana
$99.2K – – –
FFA
494
Founders Financial Alliance
North Carolina
$96.6K +$3.88K +39 +4%
MIFH
495
Migdal Insurance & Financial Holdings
Israel
$96K – – –
EWA
496
EverSource Wealth Advisors
Alabama
$94.6K -$7.93K -80 -8%
Fifth Third Bancorp
497
Fifth Third Bancorp
Ohio
$93.4K – – –
JWM
498
Janiczek Wealth Management
Colorado
$87.9K – – –
AF
499
Advisornet Financial
Minnesota
$82.7K -$1.09K -11 -1%
LWANC
500
Laurel Wealth Advisors (North Carolina)
North Carolina
$79.5K +$9.94K +100 +14%
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