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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
FDCDDQ
551
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.86K
FWP
552
FAS Wealth Partners
Kansas
$4.05K
DWM
553
Darwin Wealth Management
Florida
$3.55K +$3.51K +35 New
TRCT
554
Tower Research Capital (TRC)
New York
$3.04K +$200 +2 +7%
ME
555
McIlrath & Eck
Washington
$2.94K
MSG
556
Main Street Group
Virginia
$2.53K
FFWM
557
Future Financial Wealth Management
Ohio
$2.53K +$2.5K +25 New
HCP
558
Hexagon Capital Partners
Arkansas
$1.82K
BAM
559
Bellevue Asset Management
Washington
$1.32K
FCM
560
Fourpath Capital Management
Oklahoma
$1.32K +$1.3K +13 New
TFA
561
Transamerica Financial Advisors
Florida
$1K
TFGT
562
TS Financial Group (TSFG)
Illinois
$1K +$1.3K +13 New
SIC
563
Salem Investment Counselors
North Carolina
$811
TC
564
Trust Company
Kansas
$651
WWP
565
WR Wealth Planners
Missouri
$608
KFI
566
Key Financial Inc
Pennsylvania
$507
CPA
567
Capital Performance Advisors
California
$507 +$501 +5 New
AAP
568
Arax Advisory Partners
Colorado
$406
TCG
569
Transcendent Capital Group
Oklahoma
$405
CPG
570
Cornerstone Planning Group
New Jersey
$309 -$100 -1 -25%
BWP
571
Baldwin Wealth Partners
Massachusetts
$203 -$200 -2 -50%
IAIM
572
International Assets Investment Management
Florida
$113 +$1.14M +11,356 +10,050%
S
573
Sachetta
Massachusetts
$102 +$100 +1 New
OLVIG
574
Oliver Lagore Vanvalin Investment Group
Michigan
$27
DWM
575
Dynasty Wealth Management
Florida
-$42.2M -424,117 Closed