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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

571 hedge funds and large institutions have $4.79B invested in iShares 0-5 Year TIPS Bond ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 198 increasing their positions, 244 reducing their positions, and 59 closing their positions.

Holders
571
Holders Change
-34
Holders Change %
-5.62%
% of All Funds
8.28%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
0.74%
New
40
Increased
198
Reduced
244
Closed
59
Calls
$13.5M
Puts
$835K
Net Calls
+$12.6M
Net Calls Change
+$11.2M

Top Buyers

1
WCM
1
Wealthcare Capital Management
Virginia
$66.2M
2
MWM
2
Modera Wealth Management
New Jersey
$159M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$37.3M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$31.5M
5
Jane Street
5
Jane Street
New York
$21.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$56.3M
2
NG
2
Norden Group
Utah
$252K
3
FGAM
3
Financial Gravity Asset Management
Texas
$26.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$132M
5
Ameriprise
5
Ameriprise
Minnesota
$77.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CWP
76
Cyndeo Wealth Partners
Florida
$15.5M 155,586 +729 +0.5%
GAM
77
Gould Asset Management
California
$15M 150,732 -18,565 -11%
DWM
78
Dogwood Wealth Management
Kansas
$14.8M 149,209 +23,773 +19%
TC
79
Trilogy Capital
California
$14.7M 147,401 -1,546 -1%
Osaic Holdings
80
Osaic Holdings
Arizona
$14.5M 146,137 -117,169 -44%
BPA
81
Beacon Pointe Advisors
California
$14.1M 141,662 +4,641 +3%
KL
82
KWMG LLC
Kansas
$14.1M 141,399 +6,865 +5%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$14M 141,178 -16,455 -10%
TFF
84
The Family Firm
Maryland
$14M 140,749 +3,769 +3%
Stifel Financial
85
Stifel Financial
Missouri
$13.9M 140,260 -22,091 -14%
SOS
86
Silver Oak Securities
Tennessee
$13.4M 134,271 -37,875 -22%
NCM
87
Northland Capital Management
Minnesota
$13.3M 133,615 +1,468 +1%
Goldman Sachs
88
Goldman Sachs
New York
$13.2M 133,060 +34,941 +36%
GWM
89
GoalFusion Wealth Management
Texas
$12.8M 128,508 -55,443 -30%
GGS
90
Galvin Gaustad & Stein
Arizona
$12.7M 127,414 -3,313 -3%
Prudential Financial
91
Prudential Financial
New Jersey
$12.4M 124,982 -18,691 -13%
BWA
92
Burt Wealth Advisors
Maryland
$12.4M 124,501 +9,779 +9%
EFG
93
Ethos Financial Group
Pennsylvania
$12.1M 121,340 -815 -0.7%
AFG
94
Arkansas Financial Group
Arkansas
$11.9M 119,498 +9,437 +9%
4WM
95
49 Wealth Management
Texas
$11.6M 116,537 +10,212 +10%
FA
96
FDx Advisors
Illinois
$11.6M 116,173 -5,325 -4%
GC
97
Guggenheim Capital
Illinois
$11.5M 115,327 +11,209 +11%
CC
98
Courier Capital
New York
$11.5M 115,304 -1 -0%
MML Investors Services
99
MML Investors Services
Massachusetts
$11.4M 114,443 -44,943 -28%
AA
100
AJ Advisors
Tennessee
$11.3M 113,983 +2,513 +2%
2 3
4
5 6