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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
CIA
626
Cape Investment Advisory
Georgia
$101 -$969K -9,615 -100%
WWP
627
WR Wealth Planners
Missouri
$101 -$504 -5 -83%
CWP
628
Clark Wealth Partners
Illinois
$101 +$101 +1 New
OLVIG
629
Oliver Lagore Vanvalin Investment Group
Michigan
$26
Prudential Financial
630
Prudential Financial
New Jersey
-$13.4M -132,523 Closed
DA
631
Drake & Associates
Wisconsin
-$9.12M -89,983 Closed
FA
632
Faithward Advisors
Pennsylvania
-$4.21M -41,582 Closed
Jane Street
633
Jane Street
New York
-$3.46M -34,128 Closed
TWP
634
Tower Wealth Partners
Pennsylvania
-$3.01M -29,659 Closed
Susquehanna International Group
635
Susquehanna International Group
Pennsylvania
-$2.12M -20,970 Closed
Bank of New York Mellon
636
Bank of New York Mellon
New York
-$1.17M -11,554 Closed
IAIM
637
International Assets Investment Management
Florida
-$113 -11,469 Closed
EGM
638
Engineers Gate Manager
New York
-$1.14M -11,231 Closed
EP
639
Edgestream Partners
New Jersey
-$1.05M -10,369 Closed
AWA
640
Archvest Wealth Advisors
California
-$811K -8,009 Closed
SB
641
Strategic Blueprint
Georgia
-$735K -7,256 Closed
Millennium Management
642
Millennium Management
New York
-$697K -6,884 Closed
Nisa Investment Advisors
643
Nisa Investment Advisors
Missouri
-$496K -4,900 Closed
TSS
644
Two Sigma Securities
New York
-$481K -4,748 Closed
CSPIA
645
Cary Street Partners Investment Advisory
Virginia
-$429K -4,229 Closed
HFO
646
Heritage Family Offices
Arizona
-$425K -4,190 Closed
WIA
647
World Investment Advisors
California
-$413K -4,077 Closed
GLA
648
Good Life Advisors
Pennsylvania
-$329K -3,242 Closed
TCMP
649
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$314K -3,101 Closed
TFG
650
Tilson Financial Group
New Jersey
-$254K -2,502 Closed