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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
SW
576
Simplicity Wealth
New Jersey
-$7.39M -74,318 Closed
Citadel Advisors
577
Citadel Advisors
Florida
-$5.27M -52,596 Closed
Manulife (Manufacturers Life Insurance)
578
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$3.01M -30,300 Closed
DLCIG
579
D.L. Carlson Investment Group
New Hampshire
-$1.78M -17,928 Closed
ASFA
580
All Season Financial Advisors
Colorado
-$1.58M -15,887 Closed
NW
581
NewEdge Wealth
Pennsylvania
-$1.4M -14,054 Closed
RFWA
582
RPg Family Wealth Advisory
Massachusetts
-$925K -9,294 Closed
CT
583
Colonial Trust
South Carolina
-$814K -8,184 Closed
ACA
584
Atlas Capital Advisors
Wyoming
-$778K -7,816 Closed
QC
585
Quadrature Capital
United Kingdom
-$767K -7,713 Closed
SFC
586
Strategic Financial Concepts
Texas
-$653K -6,566 Closed
Neuberger Berman Group
587
Neuberger Berman Group
New York
-$508K -5,110 Closed
HF
588
HRT Financial
New York
-$499K -5,022 Closed
SW
589
SVB Wealth
Massachusetts
-$440K -4,423 Closed
Belvedere Trading
590
Belvedere Trading
Illinois
-$390K -3,917 Closed
BW
591
Bison Wealth
Georgia
-$344K -3,455 Closed
MWM
592
Mattern Wealth Management
Kansas
-$315K -3,161 Closed
AWM
593
Able Wealth Management
New Jersey
-$291K -2,928 Closed
MWM
594
Maripau Wealth Management
Indiana
-$290K -2,915 Closed
GSEP
595
Golden State Equity Partners
California
-$288K -2,898 Closed
OL
596
Owen LaRue
Kentucky
-$287K -2,885 Closed
OWA
597
Octavia Wealth Advisors
Ohio
-$284K -2,852 Closed
National Bank of Canada
598
National Bank of Canada
Quebec, Canada
-$276K -2,790 Closed
ULWM
599
Upper Left Wealth Management
Florida
-$269K -2,705 Closed
RG
600
Rathbones Group
United Kingdom
-$256K -2,576 Closed