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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
LJAC
51
L.J. Altfest & Co
New York
$22.2M -$330K -3,275 -1%
GP
52
Greenline Partners
New York
$21.7M -$127K -1,259 -0.6%
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$21.7M +$21.6M +214,117 +19,412%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$21.5M -$2.14M -21,274 -9%
SFPM
55
Sensible Financial Planning & Management
Massachusetts
$21.3M +$942K +9,345 +5%
PCIA
56
Prime Capital Investment Advisors
Kansas
$19.8M +$1.75M +17,378 +10%
HighTower Advisors
57
HighTower Advisors
Illinois
$19.8M -$4.46M -44,217 -18%
EWM
58
Empirical Wealth Management
Washington
$19.7M +$1.33M +13,179 +7%
PA
59
Parkside Advisors
California
$19.6M +$702K +6,968 +4%
UBS Group
60
UBS Group
Switzerland
$19.2M -$4.4M -43,635 -19%
NCM
61
Northland Capital Management
Minnesota
$19.1M +$5.66M +56,199 +42%
SCM
62
Stordahl Capital Management
Colorado
$19M +$1.16M +11,474 +6%
PMG
63
ProVise Management Group
Florida
$18.8M +$171K +1,694 +0.9%
Creative Planning
64
Creative Planning
Kansas
$18.6M -$2.59M -25,716 -12%
JWM
65
Jeppson Wealth Management
California
$18.5M -$19.3K -191 -0.1%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$18.4M -$2.37M -23,476 -11%
EPM
67
Elm Partners Management
Pennsylvania
$18.1M +$7.56M +74,956 +72%
TC
68
TownSquare Capital
Utah
$18.1M +$7.49M +74,263 +70%
PGA
69
Portland Global Advisors
Maine
$18.1M +$1.43M +14,194 +9%
JSA
70
Jacobson & Schmitt Advisors
Wisconsin
$17.6M +$17.6M +174,729 New
PB
71
Prime Buchholz
New Hampshire
$17.3M +$17.4M +172,463 New
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$16.9M -$1.24M -12,269 -7%
Corient Private Wealth
73
Corient Private Wealth
Florida
$16.8M -$47.9K -475 -0.3%
SA
74
SoundView Advisors
Washington
$16.8M +$16.8M +166,518 New
TPW
75
Talon Private Wealth
Florida
$16.3M -$4.96M -49,228 -23%