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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
BTI
526
Blue Trust Inc
Georgia
$18.1K +$18.2K +182 New
LFG
527
Larson Financial Group
Missouri
$17.4K -$9.92K -99 -37%
GWSG
528
GPS Wealth Strategies Group
Colorado
$16.6K +$100 +1 +0.6%
NSIM
529
North Star Investment Management
Illinois
$15.9K +$5.71K +57 +57%
PA
530
Parallel Advisors
California
$15.7K -$8.41K -84 -35%
MRCM
531
M&R Capital Management
New Jersey
$15.2K
MWA
532
MFA Wealth Advisors
Pennsylvania
$14.2K -$145K -1,445 -91%
HCM
533
Horrell Capital Management
Arkansas
$14K
HFS
534
HBC Financial Services
Washington
$14K +$14.6K +146 New
Deutsche Bank
535
Deutsche Bank
Germany
$13.3K
TF
536
Tompkins Financial
New York
$13.3K
IHWM
537
Iron Horse Wealth Management
Iowa
$13.2K -$29K -290 -69%
AssetMark Inc
538
AssetMark Inc
California
$12.8K -$6.71K -67 -35%
TAM
539
Tucker Asset Management
Colorado
$12K +$601 +6 +5%
SIS
540
Sound Income Strategies
Florida
$10.6K -$27.8K -278 -73%
TSMHT
541
Thurston Springer Miller Herd & Titak
Indiana
$10.1K
W
542
WealthCollab
Washington
$9.53K +$9.41K +94 New
MSWM
543
Mowery & Schoenfeld Wealth Management
Illinois
$9.32K +$9.21K +92 New
ADL
544
Asset Dedication LLC
California
$8.41K
PK
545
Pflug Koory
Nebraska
$7.6K +$7.51K +75 New
TAM
546
Townsend Asset Management
North Carolina
$7.29K
RWA
547
Redmont Wealth Advisors
Illinois
$6.69K
RWM
548
Ruedi Wealth Management
Illinois
$6.37K +$1.2K +12 +24%
HGERS
549
Householder Group Estate & Retirement Specialist
Arizona
$6K +$6.81K +68 New
AIC
550
Archer Investment Corporation
Indiana
$5.98K