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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
AA
76
Ancora Advisors
Ohio
$16.1M +$1.43M +14,169 +10%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$15.9M +$1.47M +14,585 +10%
KL
78
KWMG LLC
Kansas
$15.8M +$41.2K +409 +0.3%
Osaic Holdings
79
Osaic Holdings
Arizona
$15.5M -$3.63M -36,003 -19%
TC
80
Trilogy Capital
California
$15.2M +$11.9K +118 +0.1%
FGC
81
Financial Gravity Companies
Texas
$14.7M +$424K +4,208 +3%
TFF
82
The Family Firm
Maryland
$14.5M +$229K +2,275 +2%
SMM
83
Stadion Money Management
Georgia
$14.4M -$459K -4,550 -3%
AFG
84
Arkansas Financial Group
Arkansas
$14.3M +$2.54M +25,190 +22%
WFS
85
Walker Financial Services
Kentucky
$14.1M +$4.01M +39,770 +39%
BCM
86
Brookstone Capital Management
Illinois
$14M -$4.65M -46,083 -25%
Amundi
87
Amundi
France
$13.9M +$13.9M +138,000 New
GC
88
Guggenheim Capital
Illinois
$13.3M +$580K +5,752 +5%
National Bank of Canada
89
National Bank of Canada
Quebec, Canada
$13.3M +$13.3M +132,100 New
GGS
90
Galvin Gaustad & Stein
Arizona
$13.3M +$148K +1,470 +1%
VA
91
Valmark Advisers
Ohio
$13.2M +$4.59M +45,546 +53%
BWA
92
Burt Wealth Advisors
Maryland
$12.8M +$603K +5,987 +5%
BPA
93
Beacon Pointe Advisors
California
$12.5M -$817K -8,103 -6%
Stifel Financial
94
Stifel Financial
Missouri
$12.3M -$1.07M -10,631 -8%
MERSOM
95
Municipal Employees' Retirement System of Michigan
Michigan
$12.2M +$78K +774 +0.6%
AA
96
AJ Advisors
Tennessee
$12.1M +$289K +2,864 +2%
AMM
97
American Money Management
California
$12M +$829K +8,224 +7%
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$11.7M +$87K +863 +0.7%
CI Investments Inc
99
CI Investments Inc
Ontario, Canada
$11.6M +$11.6M +114,900 New
BW
100
BIP Wealth
Georgia
$11.4M +$973K +9,655 +9%