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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
RIA
601
Regal Investment Advisors
Michigan
-$255K -2,561 Closed
KWM
602
Kingsview Wealth Management
Oregon
-$241K -2,423 Closed
Empower Advisory Group
603
Empower Advisory Group
Colorado
-$228K -2,296 Closed
CIA
604
Concurrent Investment Advisors
Florida
-$225K -2,262 Closed
RFM
605
Royal Fund Management
Florida
-$212K -2,129 Closed
GVAG
606
Great Valley Advisor Group
Delaware
-$209K -2,101 Closed
FIA
607
Foundations Investment Advisors
Arizona
-$204K -2,052 Closed
Invesco
608
Invesco
Georgia
-$204K -2,049 Closed
QCIG
609
Quad-Cities Investment Group
Iowa
-$203K -2,042 Closed
WIA
610
Wetzel Investment Advisors
Indiana
-$99.4K -1,000 Closed
FFO
611
Fortitude Family Office
Arizona
-$69.1K -695 Closed
HR
612
Howe & Rusling
New York
-$56.8K -571 Closed
SA
613
Scarborough Advisors
Maryland
-$51.5K -517 Closed
GG
614
Gleason Group
Kentucky
-$46.2K -464 Closed
IWP
615
IAG Wealth Partners
Wisconsin
-$30.3K -305 Closed
AGWCA
616
Annis Gardner Whiting Capital Advisors
Florida
-$24.5K -246 Closed
RWMG
617
Redwood Wealth Management Group
New Jersey
-$18.4K -185 Closed
KFS
618
Kelly Financial Services
Massachusetts
-$11.8K -119 Closed
OCM
619
Orion Capital Management
California
-$5.67K -57 Closed
S
620
SignatureFD
Georgia
-$2.49K -25 Closed
GLR
621
Great Lakes Retirement
Ohio
-$2.29K -23 Closed
CP
622
Castleview Partners
Texas
-$1.29K -13 Closed
GI
623
Gradient Investments
Minnesota
-$995 -10 Closed
CFB
624
Cullen/Frost Bankers
Texas
-$59 -1 Closed