We are live on ! Find out more
STIP icon

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
AA
76
Ancora Advisors
Ohio
$14.8M +$1.02M +10,141 +7%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$14.5M -$2.3M -23,007 -14%
FGC
78
Financial Gravity Companies
Texas
$14.4M +$14.2M +141,694 New
TFF
79
The Family Firm
Maryland
$14.3M -$128K -1,282 -0.9%
RJA
80
Raymond James & Associates
Florida
$14M +$1.07M +10,692 +8%
NCM
81
Northland Capital Management
Minnesota
$13.6M -$29.7K -297 -0.2%
Goldman Sachs
82
Goldman Sachs
New York
$13.5M -$2.08M -20,748 -13%
BPA
83
Beacon Pointe Advisors
California
$13.4M -$223K -2,224 -2%
Prudential Financial
84
Prudential Financial
New Jersey
$13.4M +$456K +4,556 +4%
Stifel Financial
85
Stifel Financial
Missouri
$13.4M -$497K -4,959 -4%
GGS
86
Galvin Gaustad & Stein
Arizona
$13.2M +$380K +3,794 +3%
EFG
87
Ethos Financial Group
Pennsylvania
$13M +$455K +4,544 +4%
GC
88
Guggenheim Capital
Illinois
$12.8M +$670K +6,692 +6%
BWA
89
Burt Wealth Advisors
Maryland
$12.3M +$211K +2,102 +2%
MML Investors Services
90
MML Investors Services
Massachusetts
$12.2M +$2.28M +22,758 +23%
MERSOM
91
Municipal Employees' Retirement System of Michigan
Michigan
$12.2M +$1.12M +11,154 +10%
AA
92
AJ Advisors
Tennessee
$11.9M -$183K -1,828 -2%
AFG
93
Arkansas Financial Group
Arkansas
$11.9M -$31.6K -315 -0.3%
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$11.7M -$300K -2,991 -3%
PEA
95
Park Edge Advisors
Ohio
$11.6M +$930K +9,284 +9%
AMM
96
American Money Management
California
$11.3M +$224K +2,233 +2%
EA
97
Echo45 Advisors
California
$11.1M +$329K +3,286 +3%
NCM
98
New Capital Management
Texas
$11M -$333K -3,328 -3%
IA
99
IFG Advisory
Georgia
$10.8M +$49.7K +496 +0.5%
AA
100
Alesco Advisors
New York
$10.7M +$175K +1,743 +2%