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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
TC
101
TownSquare Capital
Utah
$10.7M -$18.1M -181,030 -63%
EPM
102
Elm Partners Management
Pennsylvania
$10.6M -$7.73M -77,222 -42%
BW
103
BIP Wealth
Georgia
$10.5M +$1.58M +15,822 +18%
WFS
104
Walker Financial Services
Kentucky
$10.2M +$748K +7,472 +8%
Truist Financial
105
Truist Financial
North Carolina
$10.1M +$3.12M +31,100 +45%
CC
106
Courier Capital
New York
$9.98M -$335K -3,346 -3%
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$9.18M -$501K -5,006 -5%
DA
108
Drake & Associates
Wisconsin
$9.12M +$251K +2,505 +3%
EWA
109
Exencial Wealth Advisors
Oklahoma
$8.9M -$151K -1,510 -2%
VA
110
Valmark Advisers
Ohio
$8.68M -$312K -3,117 -4%
EWA
111
Elevate Wealth Advisory
Georgia
$7.64M +$248K +2,479 +3%
NB
112
NBT Bank
New York
$7.64M -$76.6K -765 -1%
SIAM
113
Sterling Investment Advisors (Missouri)
Missouri
$7.13M +$351K +3,500 +5%
BFG
114
Bleakley Financial Group
New Jersey
$6.84M -$684K -6,832 -9%
FHA
115
First Horizon Advisors
Tennessee
$6.69M -$223K -2,230 -3%
FTB
116
First Trust Bank
Bahamas
$6.63M
CM
117
Columbus Macro
Pennsylvania
$6.6M -$401K -4,004 -6%
William Blair & Company
118
William Blair & Company
Illinois
$6.58M +$68.3K +682 +1%
IWM
119
Integris Wealth Management
California
$5.9M -$313K -3,120 -5%
NAM
120
NorthCrest Asset Manangement
Minnesota
$5.88M +$82.3K +822 +1%
PWM
121
Perigon Wealth Management
California
$5.88M +$1.17M +11,712 +25%
LIM
122
Leavell Investment Management
Alabama
$5.87M +$863K +8,613 +17%
CSB
123
City State Bank
Iowa
$5.85M +$94.8K +946 +2%
SFM
124
Signet Financial Management
New Jersey
$5.75M -$220K -2,192 -4%
HWA
125
Hillcrest Wealth Advisors
New Jersey
$5.68M -$623K -6,220 -10%