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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
OCM
601
Orion Capital Management
California
$5.73K +$5.75K +57 New
CW
602
Curio Wealth
Maryland
$5.43K +$5.44K +54 New
FDCDDQ
603
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.83K
BTI
604
Blue Trust Inc
Georgia
$4.03K -$14.3K -142 -78%
TWC
605
TD Waterhouse Canada
Ontario, Canada
$4.02K -$63.6K -631 -94%
FWP
606
FAS Wealth Partners
Kansas
$4.02K
DWM
607
Darwin Wealth Management
Florida
$3.52K
SNB
608
Security National Bank
Nebraska
$3.12K +$3.13K +31 New
ME
609
McIlrath & Eck
Washington
$2.92K
FFWM
610
Future Financial Wealth Management
Ohio
$2.52K
GWANC
611
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.31K +$2.32K +23 New
HWM
612
Hemington Wealth Management
Virginia
$2K +$2.42K +24 New
HCP
613
Hexagon Capital Partners
Arkansas
$1.81K
BAM
614
Bellevue Asset Management
Washington
$1.31K
TAM
615
Tucker Asset Management
Colorado
$1.01K -$10.9K -108 -92%
TFA
616
Transamerica Financial Advisors
Florida
$1K
SIC
617
Salem Investment Counselors
North Carolina
$805
MSG
618
Main Street Group
Virginia
$503 -$2.02K -20 -80%
KFI
619
Key Financial Inc
Pennsylvania
$503
SAM
620
Smartleaf Asset Management
Massachusetts
$502 +$504 +5 New
FLP
621
Financial Life Planners
Arizona
$405 +$403 +4 New
AAP
622
Arax Advisory Partners
Colorado
$403
MCA
623
Maryland Capital Advisors
Maryland
$403 +$403 +4 New
TCG
624
Transcendent Capital Group
Oklahoma
$402
SAM
625
Synergy Asset Management
Washington
$203 +$202 +2 New