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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 %
NCM
101
New Capital Management
Texas
$11.2M 112,638 +3,154 +3%
AMM
102
American Money Management
California
$10.9M 109,914 +12,607 +13%
MERSOM
103
Municipal Employees' Retirement System of Michigan
Michigan
$10.9M 109,359 +1,013 +0.9%
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$10.6M 106,162 +6,308 +6%
IA
105
IFG Advisory
Georgia
$10.5M 105,928 -264 -0.2%
CAN
106
Cetera Advisor Networks
California
$10.5M 105,653 +4,738 +5%
WFS
107
Walker Financial Services
Kentucky
$10.2M 102,783 -65,723 -39%
EPM
108
Elm Partners Management
Pennsylvania
$10.1M 101,956 -12,759 -11%
AA
109
Alesco Advisors
New York
$10.1M 101,314 -386 -0.4%
PEA
110
Park Edge Advisors
Ohio
$10.1M 101,209 +101,209 New
EF
111
Empowered Funds
Pennsylvania
$9.94M 100,208 +100,208 New
EA
112
Echo45 Advisors
California
$9.83M 98,825 +2,515 +3%
BW
113
BIP Wealth
Georgia
$9.29M 93,410 +10,873 +13%
EWA
114
Exencial Wealth Advisors
Oklahoma
$9.16M 92,111 -3,800 -4%
VA
115
Valmark Advisers
Ohio
$9.15M 92,049 +1,714 +2%
SF
116
SWP Financial
California
$8.65M 87,654 +6,796 +8%
DA
117
Drake & Associates
Wisconsin
$8.54M 85,840 +4,341 +5%
PWMG
118
Pinnacle Wealth Management Group
Michigan
$8.09M 81,385 -5,602 -6%
BFG
119
Bleakley Financial Group
New Jersey
$8.06M 81,018 -3,342 -4%
SW
120
Simplicity Wealth
New Jersey
$8.06M 81,018 +81,018 New
Truist Financial
121
Truist Financial
North Carolina
$7.71M 77,571 -63,114 -45%
IWC
122
Integrated Wealth Concepts
Massachusetts
$7.67M 77,100 -37,784 -33%
BRWA
123
B. Riley Wealth Advisors
Florida
$7.66M 79,042 +1,671 +2%
CM
124
Columbus Macro
Pennsylvania
$7.61M 76,562 +12,761 +20%
WCA
125
Westover Capital Advisors
Delaware
$7.22M 72,641 +13,336 +22%
3 4
5
6 7