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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
CM
101
Columbus Macro
Pennsylvania
$11.3M +$4.8M +47,616 +73%
IA
102
IFG Advisory
Georgia
$10.9M +$234K +2,324 +2%
NCM
103
New Capital Management
Texas
$10.7M -$263K -2,611 -2%
AA
104
Alesco Advisors
New York
$10.5M -$139K -1,377 -1%
HF
105
Holcombe Financial
Georgia
$10.4M +$10.4M +102,986 New
EWA
106
Exencial Wealth Advisors
Oklahoma
$10.1M +$1.3M +12,910 +15%
CC
107
Courier Capital
New York
$9.89M -$27.2K -270 -0.3%
BCI
108
Brinker Capital Investments
Pennsylvania
$9.62M -$8.84M -87,663 -48%
OPS
109
Orion Portfolio Solutions
Nebraska
$9.62M -$8.84M -87,663 -48%
MML Investors Services
110
MML Investors Services
Massachusetts
$8.73M -$3.4M -33,717 -28%
NB
111
NBT Bank
New York
$8.68M +$1.1M +10,928 +15%
Truist Financial
112
Truist Financial
North Carolina
$8.54M -$1.48M -14,666 -15%
EFG
113
Ethos Financial Group
Pennsylvania
$8.22M -$4.68M -46,427 -36%
LIM
114
Leavell Investment Management
Alabama
$7.65M +$1.82M +18,087 +31%
PEA
115
Park Edge Advisors
Ohio
$7.61M -$3.96M -39,275 -34%
EWA
116
Elevate Wealth Advisory
Georgia
$7.56M +$78K +774 +1%
SIAM
117
Sterling Investment Advisors (Missouri)
Missouri
$7.21M +$125K +1,242 +2%
BWS
118
Buck Wealth Strategies
Colorado
$7.19M +$2.46M +24,435 +52%
FHA
119
First Horizon Advisors
Tennessee
$7.06M +$412K +4,088 +6%
Goldman Sachs
120
Goldman Sachs
New York
$6.96M -$6.49M -64,419 -48%
William Blair & Company
121
William Blair & Company
Illinois
$6.66M +$127K +1,255 +2%
FTB
122
First Trust Bank
Bahamas
$6.58M
BFG
123
Bleakley Financial Group
New Jersey
$6.53M -$262K -2,598 -4%
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$6.4M -$2.72M -26,979 -30%
PPH
125
Pure Portfolios Holdings
Oregon
$6.18M +$857K +8,498 +16%