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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
TWP
651
Tyche Wealth Partners
Texas
-$254K -2,502 Closed
FT
652
Fiduciary Trust
Massachusetts
-$206K -2,030 Closed
CAMG
653
CWA Asset Management Group
Florida
-$204K -2,009 Closed
NP
654
NorthRock Partners
Minnesota
-$117K -1,155 Closed
GM
655
GeoWealth Management
Illinois
-$67.2K -663 Closed
DRS
656
Deane Retirement Strategies
Louisiana
-$61.6K -608 Closed
SHIM
657
Stone House Investment Management
Pennsylvania
-$51.5K -508 Closed
CWC
658
Carolinas Wealth Consulting
North Carolina
-$47.3K -467 Closed
NS
659
NBC Securities
Alabama
-$34K -339 Closed
PG
660
Proffitt & Goodson
Tennessee
-$27.4K -270 Closed
NSIM
661
North Star Investment Management
Illinois
-$15.9K -157 Closed
MWA
662
MFA Wealth Advisors
Pennsylvania
-$14.2K -140 Closed
TSMHT
663
Thurston Springer Miller Herd & Titak
Indiana
-$10.1K -100 Closed
MSWM
664
Mowery & Schoenfeld Wealth Management
Illinois
-$9.32K -92 Closed
ADL
665
Asset Dedication LLC
California
-$8.41K -83 Closed
HGERS
666
Householder Group Estate & Retirement Specialist
Arizona
-$6K -68 Closed
RWA
667
Redmont Wealth Advisors
Illinois
-$6.69K -66 Closed
FCM
668
Fourpath Capital Management
Oklahoma
-$1.32K -13 Closed
TFGT
669
TS Financial Group (TSFG)
Illinois
-$1K -13 Closed
TC
670
Trust Company
Kansas
-$651 -6 Closed
CPA
671
Capital Performance Advisors
California
-$507 -5 Closed
CPG
672
Cornerstone Planning Group
New Jersey
-$309 -3 Closed
BWP
673
Baldwin Wealth Partners
Massachusetts
-$203 -2 Closed
S
674
Sachetta
Massachusetts
-$102 -1 Closed