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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 %
OCM
551
Orion Capital Management
California
$5.67K -$1.99K -20 -26%
CT
552
Colonial Trust
South Carolina
$5.47K – – –
FDCDDQ
553
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.77K – – –
RWM
554
Ruedi Wealth Management
Illinois
$4.29K +$300 +3 +8%
MSG
555
Main Street Group
Virginia
$4.26K – – –
FWP
556
FAS Wealth Partners
Kansas
$3.98K – – –
M
557
MOTCO
Texas
$3.78K -$2.49K -25 -40%
TRCT
558
Tower Research Capital (TRC)
New York
$3.18K +$398 +4 +14%
AAP
559
Arax Advisory Partners
Colorado
$2.6K +$200 +2 +8%
FFWM
560
Future Financial Wealth Management
Ohio
$2.49K +$2.49K +25 New
BFEC
561
Benjamin F. Edwards & Company
Missouri
$2K -$20.2K -202 -91%
HCP
562
Hexagon Capital Partners
Arkansas
$1.79K – – –
IF
563
Integrity Financial
Wyoming
$1.49K – – –
BAM
564
Bellevue Asset Management
Washington
$1.29K – – –
CP
565
Castleview Partners
Texas
$1.29K – – –
TFA
566
Transamerica Financial Advisors
Florida
$1K – – –
GI
567
Gradient Investments
Minnesota
$994 +$795 +8 +400%
TC
568
Trust Company
Kansas
$639 +$639 +6 New
WWP
569
WR Wealth Planners
Missouri
$597 +$597 +6 New
KFI
570
Key Financial Inc
Pennsylvania
$497 – – –
LFG
571
Larson Financial Group
Missouri
$469 -$2.06K -22 -81%
NRG
572
Nemes Rush Group
Michigan
$299 – – –
CPG
573
Cornerstone Planning Group
New Jersey
$298 -$1.12K -15 -79%
OLVIG
574
Oliver Lagore Vanvalin Investment Group
Michigan
$25 – – –
CWM
575
Comprehensive Wealth Management
Washington
– -$9.94M -100,794 Closed
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