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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
SAM
476
Satovsky Asset Management
New York
$281K +$1.81K +18 +0.6%
US Bancorp
477
US Bancorp
Minnesota
$276K +$1.51K +15 +0.5%
TCM
478
Tradewinds Capital Management
Washington
$275K
PB
479
Pinnacle Bancorp
Nebraska
$275K
SHWM
480
Smith & Howard Wealth Management
Georgia
$275K
RCAG
481
Rehmann Capital Advisory Group
Michigan
$275K -$9.68K -96 -3%
EWM
482
Executive Wealth Management
Michigan
$275K +$8.37K +83 +3%
PA
483
Prism Advisors
California
$272K -$53.2K -528 -16%
Lido Advisors
484
Lido Advisors
California
$269K -$55.5K -551 -17%
SAG
485
SageView Advisory Group
California
$269K +$269K +2,669 New
RW
486
Regimen Wealth
Georgia
$268K +$269K +2,667 New
BCG
487
Bravias Capital Group
New Jersey
$264K +$263K +2,605 New
MTC
488
Matrix Trust Company
Colorado
$264K +$162K +1,604 +157%
EBA
489
Eagle Bay Advisors
New York
$262K -$141K -1,400 -35%
FRA
490
Frank Rimerman Advisors
California
$260K
NCM
491
Northwest Capital Management
Oregon
$258K
HIM
492
Hanlon Investment Management
New Jersey
$257K +$257K +2,552 New
LCM
493
Liberty Capital Management
Michigan
$253K
GWM
494
Geneos Wealth Management
Colorado
$253K -$159K -1,579 -39%
SF
495
SWP Financial
California
$252K -$41.1K -408 -14%
KA
496
Kovack Advisors
Florida
$252K -$155K -1,535 -38%
FA
497
FDx Advisors
Illinois
$252K -$18.5K -184 -7%
CCM
498
Chilton Capital Management
Texas
$249K
AWM
499
Accurate Wealth Management
Florida
$243K
BP
500
BWM Planning
Texas
$240K -$534K -5,302 -69%