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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
PP
576
PrairieView Partners
Minnesota
$25K +$907 +9 +4%
BCWM
577
Bartlett & Co Wealth Management
Ohio
$24.6K -$101 -1 -0.4%
MHR
578
Matthew Hamilton Rosenberg
$24.4K -$74.7K -741 -75%
WSFS
579
Wilmington Savings Fund Society
Delaware
$21.7K
AP
580
Atwood & Palmer
Missouri
$20.2K -$128K -1,274 -86%
SS
581
Sunbelt Securities
Texas
$19.5K
LFG
582
Larson Financial Group
Missouri
$17.3K +$101 +1 +0.6%
GWSG
583
GPS Wealth Strategies Group
Colorado
$16.6K +$101 +1 +0.6%
EDRH
584
Edmond de Rothschild Holding
Switzerland
$16.6K -$13.6K -135 -45%
HFS
585
HBC Financial Services
Washington
$14K
HCM
586
Horrell Capital Management
Arkansas
$14K
Deutsche Bank
587
Deutsche Bank
Germany
$13.2K
TF
588
Tompkins Financial
New York
$13.2K
IHWM
589
Iron Horse Wealth Management
Iowa
$13.1K
TRCT
590
Tower Research Capital (TRC)
New York
$11.9K +$8.87K +88 +293%
SIS
591
Sound Income Strategies
Florida
$11.7K +$1.21K +12 +11%
SWM
592
Sugarloaf Wealth Management
Georgia
$11K -$68.4K -679 -86%
HR
593
Howe & Rusling
New York
$10.5K +$10.5K +104 New
W
594
WealthCollab
Washington
$9.46K
AAG
595
Armstrong Advisory Group
Massachusetts
$8.35K +$8.37K +83 New
FA
596
Fedenia Advisers
Wisconsin
$7.75K +$7.76K +77 New
TAM
597
Townsend Asset Management
North Carolina
$7.24K
BFP
598
Briaud Financial Planning
Texas
$7K +$7.26K +72 New
RWM
599
Ruedi Wealth Management
Illinois
$6.6K +$302 +3 +5%
AIC
600
Archer Investment Corporation
Indiana
$5.93K