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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
AF
476
Advisornet Financial
Minnesota
$151K +$33.2K +331 +29%
AP
477
Atwood & Palmer
Missouri
$149K -$7.11K -71 -5%
NP
478
NorthRock Partners
Minnesota
$117K -$34.3K -342 -23%
CA
479
CoreCap Advisors
Michigan
$114K -$40.4K -403 -26%
MBFW
480
Morton Brown Family Wealth
Pennsylvania
$112K -$57.9K -578 -34%
BNP Paribas Financial Markets
481
BNP Paribas Financial Markets
France
$112K -$1.58M -15,820 -93%
BC
482
Barrett & Company
Rhode Island
$112K
MWM
483
Mascoma Wealth Management
New Hampshire
$108K
LB
484
Legacy Bridge
Iowa
$104K
MTC
485
Matrix Trust Company
Colorado
$104K -$21.6K -216 -17%
TCM
486
TD Capital Management
Tennessee
$102K -$271K -2,708 -73%
FFA
487
Founders Financial Alliance
North Carolina
$99.7K +$501 +5 +0.5%
MHR
488
Matthew Hamilton Rosenberg
$99.7K -$27.4K -274 -22%
CAM
489
Chesapeake Asset Management
New York
$93.3K
CAL
490
Capital Analysts LLC
Pennsylvania
$84K -$6.51K -65 -7%
LWANC
491
Laurel Wealth Advisors (North Carolina)
North Carolina
$81.1K
SWM
492
Sugarloaf Wealth Management
Georgia
$79.8K -$95.5K -953 -55%
KPP
493
Kings Path Partners
Texas
$77.2K -$7.51K -75 -9%
WIM
494
Westside Investment Management
California
$74.7K
PCWA
495
Pacific Capital Wealth Advisors
California
$70.5K -$2.9K -29 -4%
CAM
496
Clarity Asset Management
Iowa
$69.7K +$501 +5 +0.7%
MIFH
497
Migdal Insurance & Financial Holdings
Israel
$68K
TWC
498
TD Waterhouse Canada
Ontario, Canada
$68K -$2.3K -23 -3%
GM
499
GeoWealth Management
Illinois
$67.2K +$66.4K +663 New
ACA
500
American Capital Advisory
Idaho
$66.1K