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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
Fifth Third Bancorp
501
Fifth Third Bancorp
Ohio
$238K +$20.8K +206 +10%
KWM
502
Kiker Wealth Management
Georgia
$231K +$231K +2,292 New
RFN
503
Redwood Financial Network
Ohio
$229K +$16.5K +164 +8%
EWP
504
Elevation Wealth Partners
California
$228K +$229K +2,270 New
WWM
505
Western Wealth Management
Colorado
$227K -$35.5K -352 -13%
KWS
506
Keystone Wealth Services
California
$226K -$28.3K -281 -11%
CFGS
507
Concourse Financial Group Securities
Alabama
$226K +$7.36K +73 +3%
EAM
508
Evanson Asset Management
California
$225K
AWA
509
Arkadios Wealth Advisors
Georgia
$223K -$60.8K -603 -21%
FL
510
FreeGulliver LLC
Louisiana
$223K
UCFA
511
United Capital Financial Advisors
Texas
$220K
JSW
512
Journey Strategic Wealth
New Jersey
$215K -$2.72K -27 -1%
WAM
513
WNY Asset Management
New York
$214K -$1.21K -12 -0.6%
MA
514
Maxele Advisors
Missouri
$213K +$213K +2,118 New
PAS
515
Park Avenue Securities
New York
$209K -$118K -1,168 -36%
FOA
516
Five Oceans Advisors
California
$208K +$9.07K +90 +5%
AWM
517
Aprio Wealth Management
Georgia
$207K +$302 +3 +0.1%
SGAM
518
Stephens Group Asset Management
Arkansas
$207K +$504 +5 +0.2%
SWP
519
Stratos Wealth Partners
Ohio
$206K -$3.33K -33 -2%
WHCI
520
W.H. Cornerstone Investments
Massachusetts
$205K +$1.31K +13 +0.6%
TWM
521
Tanager Wealth Management
United Kingdom
$204K +$205K +2,032 New
SP
522
Symmetry Partners
Connecticut
$204K +$205K +2,032 New
WA
523
WBH Advisory
Maryland
$201K
FNWA
524
Financial Network Wealth Advisors
Utah
$198K -$260K -2,576 -57%
PS
525
Principal Securities
Iowa
$197K -$65.7K -652 -25%