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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 %
WHCI
601
W.H. Cornerstone Investments
Massachusetts
– -$262K -2,657 Closed
MRWM
602
ML&R Wealth Management
Texas
– -$261K -2,646 Closed
KOC
603
Koss-Olinger Consulting
Florida
– -$247K -2,504 Closed
DAS
604
Dynamic Advisor Solutions
Arizona
– -$241K -2,453 Closed
SA
605
Strategic Advocates
Utah
– -$232K -2,354 Closed
TCMP
606
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$232K -2,354 Closed
SWP
607
Significant Wealth Partners
Illinois
– -$223K -2,265 Closed
HFS
608
Haverford Financial Services
Pennsylvania
– -$222K -2,252 Closed
YWM
609
Yoder Wealth Management
California
– -$216K -2,188 Closed
OWM
610
Olympus Wealth Management
Utah
– -$212K -2,153 Closed
SPA
611
Sentinel Pension Advisors
Massachusetts
– -$203K -2,057 Closed
GA
612
GoalVest Advisory
New York
– -$165K -1,676 Closed
MSWM
613
Mowery & Schoenfeld Wealth Management
Illinois
– -$105K -1,061 Closed
HPC
614
HM Payson & Co
Maine
– -$73.5K -745 Closed
BONH
615
Bank of New Hampshire
New Hampshire
– -$70K -710 Closed
LFA
616
Level Financial Advisors
New York
– -$49.3K -500 Closed
CWP
617
Concord Wealth Partners
Virginia
– -$38K -385 Closed
TVAMP
618
Tennessee Valley Asset Management Partners
Tennessee
– -$29.6K -300 Closed
DWA
619
Delos Wealth Advisors
Texas
– -$29.3K -297 Closed
RCM
620
Richardson Capital Management
Wisconsin
– -$27.6K -280 Closed
YDMI
621
Y.D. More Investments
Israel
– -$26.9K -273 Closed
PPC
622
Park Place Capital
Alabama
– -$15.6K -158 Closed
OFG
623
Oxford Financial Group
Indiana
– -$13K -132 Closed
FMII
624
Farmers & Merchants Investments Inc
Nebraska
– -$11.6K -118 Closed
PCM
625
Penserra Capital Management
California
– -$7K -76 Closed
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