We are live on ! Find out more
STIP icon

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
FUBT
526
First United Bank & Trust
Maryland
$193K +$31K +308 +19%
EWA
527
EverSource Wealth Advisors
Alabama
$187K -$19.6K -194 -9%
AWM
528
Avior Wealth Management
Nebraska
$185K +$7.36K +73 +4%
GTAM
529
Global Trust Asset Management
Florida
$171K
MSWA
530
Marshall & Sterling Wealth Advisors
New York
$158K +$158K +1,567 New
CAL
531
Capital Analysts LLC
Pennsylvania
$132K +$49K +486 +59%
HI
532
Harbour Investments
Wisconsin
$129K -$38.2K -379 -23%
CAM
533
Chesapeake Asset Management
New York
$120K +$27.1K +269 +29%
PA
534
Parallel Advisors
California
$114K +$98.3K +975 +633%
CA
535
CoreCap Advisors
Michigan
$114K
BC
536
Barrett & Company
Rhode Island
$106K -$5.04K -50 -5%
LB
537
Legacy Bridge
Iowa
$104K
TCM
538
TD Capital Management
Tennessee
$102K +$706 +7 +0.7%
HWM
539
Horizons Wealth Management
North Carolina
$101K -$59.8K -593 -37%
FFA
540
Founders Financial Alliance
North Carolina
$99.6K +$605 +6 +0.6%
MBFW
541
Morton Brown Family Wealth
Pennsylvania
$96.2K -$14.9K -148 -13%
RI
542
Ridgewood Investments
New Jersey
$82.3K +$20.5K +203 +33%
LWANC
543
Laurel Wealth Advisors (North Carolina)
North Carolina
$80.5K
KPP
544
Kings Path Partners
Texas
$76.7K
IWM
545
IMG Wealth Management
Florida
$76K +$76.1K +755 New
PFT
546
Providence First Trust
Arizona
$75.5K +$75.6K +750 New
WIM
547
Westside Investment Management
California
$74.1K
FDW
548
Fourth Dimension Wealth
Ohio
$72.6K +$72.8K +722 New
LOIP
549
Live Oak Investment Partners
Texas
$70.6K
PCWA
550
Pacific Capital Wealth Advisors
California
$70K