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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

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

Top Buyers

1
WCM
Wealthcare Capital Management
Virginia
+$59.7M
2
MWM
Modera Wealth Management
New Jersey
+$37M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$20.4M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$20.1M
5
Jane Street
Jane Street
New York
+$19M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$282M
2
NG
Norden Group
Utah
-$220M
3
FGAM
Financial Gravity Asset Management
Texas
-$152M
4
Morgan Stanley
Morgan Stanley
New York
-$151M
5
Ameriprise
Ameriprise
Minnesota
-$77M
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
526
Edmond de Rothschild Holding
Switzerland
$29.8K – – –
IGWM
527
ICA Group Wealth Management
Colorado
$29.5K +$4.57K +46 +18%
CIAS
528
Capital Investment Advisory Services
North Carolina
$28.3K – – –
PG
529
Proffitt & Goodson
Tennessee
$26.8K +$26.8K +270 New
PA
530
Parallel Advisors
California
$25K +$9.65K +97 +63%
AGWCA
531
Annis Gardner Whiting Capital Advisors
Florida
$24.5K – – –
SS
532
Sunbelt Securities
Texas
$23.8K +$4.47K +45 +23%
GWSG
533
GPS Wealth Strategies Group
Colorado
$23.8K -$64.6K -650 -73%
RA
534
Rise Advisors
New York
$23.1K – – –
PP
535
PrairieView Partners
Minnesota
$20K -$23.4K -232 -54%
MRCM
536
M&R Capital Management
New Jersey
$14.9K – – –
HCM
537
Horrell Capital Management
Arkansas
$14K – – –
TF
538
Tompkins Financial
New York
$13K – – –
Deutsche Bank
539
Deutsche Bank
Germany
$13K – – –
KFS
540
Kelly Financial Services
Massachusetts
$11.7K – – –
SIS
541
Sound Income Strategies
Florida
$10.4K -$25.7K -258 -71%
TAM
542
Tucker Asset Management
Colorado
$10.1K – – –
NSIM
543
North Star Investment Management
Illinois
$9.94K -$15.2K -153 -60%
CB
544
CNB Bank
Pennsylvania
$9.45K +$9.45K +95 New
ADL
545
Asset Dedication LLC
California
$8K – – –
PO
546
Private Ocean
California
$7.93K +$2.88K +29 +57%
PK
547
Pflug Koory
Nebraska
$7.46K – – –
TAM
548
Townsend Asset Management
North Carolina
$7.16K – – –
S
549
Syntrinsic
Colorado
$6.65K – – –
AIC
550
Archer Investment Corporation
Indiana
$5.87K – – –
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