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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
AF
551
Atala Financial
California
$69.8K +$70K +694 New
CAM
552
Clarity Asset Management
Iowa
$69.6K +$403 +4 +0.6%
MIFH
553
Migdal Insurance & Financial Holdings
Israel
$67K
ACA
554
American Capital Advisory
Idaho
$67K +$1.41K +14 +2%
MWM
555
Mascoma Wealth Management
New Hampshire
$64.8K -$42.5K -422 -40%
NFSG
556
Newbridge Financial Services Group
Florida
$64.3K
HT
557
Headlands Technologies
Illinois
$61.8K +$61.9K +614 New
AG
558
AmeriFlex Group
Nevada
$57.6K +$57.2K +567 New
BCPWM
559
Bradley & Co Private Wealth Management
Florida
$52.3K +$52.4K +520 New
CMBA
560
C.M. Bidwell & Associates
Hawaii
$51.8K
SWC
561
Spectrum Wealth Counsel
Indiana
$48.2K +$806 +8 +2%
PK
562
Pflug Koory
Nebraska
$47.8K +$40.4K +401 +535%
MWA
563
Medallion Wealth Advisors
Connecticut
$46.4K +$46.5K +461 New
HNB
564
Huntington National Bank
Ohio
$44.5K
SRCM
565
Signature Resources Capital Management
California
$33.4K
BWAM
566
Boyd Watterson Asset Management
Ohio
$33.1K
RPCA
567
Running Point Capital Advisors
California
$33K
CFG
568
Chapman Financial Group
Hawaii
$32.7K +$32.8K +325 New
MG
569
Mather Group
Illinois
$31.3K -$16.1K -160 -34%
AWM
570
AllSquare Wealth Management
New York
$30.7K -$10.1K -100 -25%
AIM
571
Arcadia Investment Management
Michigan
$30.2K -$4.54K -45 -13%
CIAS
572
Capital Investment Advisory Services
North Carolina
$28.7K -$2.52K -25 -8%
EPIME
573
Evelyn Partners Investment Management (Europe)
$27.1K +$27.1K +269 New
KC
574
Knuff & Co
California
$25.9K +$25.9K +257 New
T
575
Transce3nd
Texas
$25.1K +$25.2K +250 New