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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
WA
51
Wilshire Advisors
California
$21.6M +$192K +1,915 +0.9%
TPW
52
Talon Private Wealth
Florida
$21.4M +$21.1M +211,096 New
Creative Planning
53
Creative Planning
Kansas
$21.3M -$1.68M -16,763 -7%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$20.9M -$11.4M -113,473 -35%
SFPM
55
Sensible Financial Planning & Management
Massachusetts
$20.5M +$291K +2,904 +1%
IWC
56
Integrated Wealth Concepts
Massachusetts
$20.2M +$9.96M +99,455 +100%
Osaic Holdings
57
Osaic Holdings
Arizona
$19.3M -$1.35M -13,513 -7%
PA
58
Parkside Advisors
California
$19M +$1.15M +11,467 +6%
BCM
59
Brookstone Capital Management
Illinois
$18.8M +$18.2M +181,396 +4,177%
PMG
60
ProVise Management Group
Florida
$18.8M +$1.35M +13,505 +8%
JWM
61
Jeppson Wealth Management
California
$18.7M -$58.2K -581 -0.3%
BCI
62
Brinker Capital Investments
Pennsylvania
$18.6M +$1.1M +11,003 +6%
OPS
63
Orion Portfolio Solutions
Nebraska
$18.6M +$1.1M +11,003 +6%
EWM
64
Empirical Wealth Management
Washington
$18.5M -$291K -2,908 -2%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$18.3M -$981K -9,796 -5%
PCIA
66
Prime Capital Investment Advisors
Kansas
$18.2M -$193K -1,924 -1%
SCM
67
Stordahl Capital Management
Colorado
$18M -$112K -1,117 -0.6%
SOS
68
Silver Oak Securities
Tennessee
$18M +$5.89M +58,766 +49%
NYLIM
69
New York Life Investment Management
New York
$17.6M -$9.57M -95,559 -36%
Corient Private Wealth
70
Corient Private Wealth
Florida
$17.2M -$569K -5,683 -3%
PGA
71
Portland Global Advisors
Maine
$16.8M +$80.6K +805 +0.5%
KL
72
KWMG LLC
Kansas
$15.8M +$575K +5,737 +4%
TC
73
Trilogy Capital
California
$15.3M +$471K +4,700 +3%
SMM
74
Stadion Money Management
Georgia
$15M +$1.53M +15,238 +11%
DWM
75
Dogwood Wealth Management
Kansas
$14.8M -$163K -1,627 -1%