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iShares 0-5 Year TIPS Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
HR
501
Howe & Rusling
New York
$76.7K -$27.3K -275 -26%
WIM
502
Westside Investment Management
California
$73.3K
FFO
503
Fortitude Family Office
Arizona
$69.1K -$132K -1,325 -66%
TWC
504
TD Waterhouse Canada
Ontario, Canada
$68K
NS
505
NBC Securities
Alabama
$68K -$14.9K -151 -18%
CAM
506
Clarity Asset Management
Iowa
$67K
SRCM
507
Signature Resources Capital Management
California
$64K
NFSG
508
Newbridge Financial Services Group
Florida
$63.5K +$63.5K +639 New
SA
509
Scarborough Advisors
Maryland
$63.4K +$5.86K +59 +10%
SHIM
510
Stone House Investment Management
Pennsylvania
$53.7K
BCPWM
511
Bradley & Co Private Wealth Management
Florida
$51.7K
CMBA
512
C.M. Bidwell & Associates
Hawaii
$51.2K
CFB
513
Cullen/Frost Bankers
Texas
$51.1K +$51.1K +514 New
PMFA
514
Plante Moran Financial Advisors
Michigan
$51K +$51K +513 New
SWC
515
Spectrum Wealth Counsel
Indiana
$49.9K +$5.17K +52 +12%
FCA
516
FinTrust Capital Advisors
South Carolina
$49.7K
BCWM
517
Bartlett & Co Wealth Management
Ohio
$44.2K +$19.9K +200 +82%
IHWM
518
Iron Horse Wealth Management
Iowa
$41.8K
AWM
519
AllSquare Wealth Management
New York
$40.3K
PAM
520
Palisade Asset Management
Minnesota
$35.1K +$35.1K +353 New
AIM
521
Arcadia Investment Management
Michigan
$34.3K
BWAM
522
Boyd Watterson Asset Management
Ohio
$32.7K
RPCA
523
Running Point Capital Advisors
California
$32.6K
AssetMark Inc
524
AssetMark Inc
California
$31.8K +$6.96K +70 +28%
HNB
525
Huntington National Bank
Ohio
$29.9K -$31K