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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 %
QWM
576
Quaker Wealth Management
New Jersey
– -$6.54M -66,378 Closed
ACA
577
Atlas Capital Advisors
Wyoming
– -$6.13M -62,185 Closed
DI
578
DDFG Inc
California
– -$4.09M -41,439 Closed
CCG
579
Chatham Capital Group
Georgia
– -$2.15M -21,850 Closed
Manulife (Manufacturers Life Insurance)
580
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$1.99M -20,200 Closed
TRIA
581
Trail Ridge Investment Advisors
Colorado
– -$1.97M -20,009 Closed
FWA
582
FOCUS Wealth Advisors
Texas
– -$1.75M -17,707 Closed
TLFA
583
True Link Financial Advisors
California
– -$1.55M -15,712 Closed
PCM
584
Piedmont Capital Management
Montana
– -$1.49M -15,150 Closed
AWA
585
Arete Wealth Advisors
Illinois
– -$841K -8,527 Closed
WIA
586
World Investment Advisors
California
– -$838K -8,498 Closed
TFM
587
Trademark Financial Management
Minnesota
– -$678K -6,875 Closed
AWE
588
Avidian Wealth Enterprises
Texas
– -$624K -6,326 Closed
TSS
589
Two Sigma Securities
New York
– -$570K -5,785 Closed
FFS
590
Founders Financial Securities
Maryland
– -$501K -5,083 Closed
MWM
591
Meridian Wealth Management
Kentucky
– -$489K -4,961 Closed
AC
592
AlphaCore Capital
California
– -$478K -4,846 Closed
Citadel Advisors
593
Citadel Advisors
Florida
– -$424K -4,297 Closed
KP
594
Keel Point
Alabama
– -$409K -4,147 Closed
WA
595
Waddell & Associates
Tennessee
– -$365K -3,700 Closed
AIC
596
Argus Investors Counsel
New York
– -$334K -3,391 Closed
EAMA
597
EFG Asset Management (Americas)
Florida
– -$290K -2,944 Closed
KeyBank National Association
598
KeyBank National Association
Ohio
– -$290K -2,940 Closed
CWM
599
Congress Wealth Management
Massachusetts
– -$276K -2,796 Closed
OP
600
ORG Partners
Indiana
– -$266K -2,694 Closed
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