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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
LOIP
501
Live Oak Investment Partners
Texas
$65.8K
NFSG
502
Newbridge Financial Services Group
Florida
$64.7K
RI
503
Ridgewood Investments
New Jersey
$62.3K +$26.9K +269 +78%
DRS
504
Deane Retirement Strategies
Louisiana
$61.6K +$6.71K +67 +12%
WOSD
505
WFA of San Diego
California
$52.7K +$5.01K +50 +11%
CMBA
506
C.M. Bidwell & Associates
Hawaii
$52.2K
SHIM
507
Stone House Investment Management
Pennsylvania
$51.5K +$601 +6 +1%
FCA
508
FinTrust Capital Advisors
South Carolina
$50.7K
MG
509
Mather Group
Illinois
$47.7K -$283K -2,827 -86%
SWC
510
Spectrum Wealth Counsel
Indiana
$47.7K
CWC
511
Carolinas Wealth Consulting
North Carolina
$47.3K -$60.3K -602 -56%
AWM
512
AllSquare Wealth Management
New York
$41K
AIM
513
Arcadia Investment Management
Michigan
$35K
NS
514
NBC Securities
Alabama
$34K -$30.5K -305 -47%
SRCM
515
Signature Resources Capital Management
California
$33.6K -$2.1K -21 -6%
BWAM
516
Boyd Watterson Asset Management
Ohio
$33.3K
RPCA
517
Running Point Capital Advisors
California
$33.2K
CIAS
518
Capital Investment Advisory Services
North Carolina
$31.4K
HNB
519
Huntington National Bank
Ohio
$30.5K
EDRH
520
Edmond de Rothschild Holding
Switzerland
$30.4K
PG
521
Proffitt & Goodson
Tennessee
$27.4K
BCWM
522
Bartlett & Co Wealth Management
Ohio
$24.9K
PP
523
PrairieView Partners
Minnesota
$24K +$1.4K +14 +6%
WSFS
524
Wilmington Savings Fund Society
Delaware
$21.8K +$21.5K +215 New
SS
525
Sunbelt Securities
Texas
$19.7K