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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
NB
126
NBT Bank
New York
$7.17M +$654K +6,579 +10%
TB
127
Treynor Bancshares
Iowa
$7.08M +$5.47K +55 +0.1%
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$6.68M +$5.95M +59,839 +809%
SIAM
129
Sterling Investment Advisors (Missouri)
Missouri
$6.63M +$263K +2,643 +4%
HWA
130
Hillcrest Wealth Advisors
New Jersey
$6.53M +$77.1K +775 +1%
FTB
131
First Trust Bank
Bahamas
$6.5M – – –
SFM
132
Signet Financial Management
New Jersey
$6.35M -$155K -1,558 -2%
Baird Financial Group
133
Baird Financial Group
Wisconsin
$6.35M +$232K +2,330 +4%
EWA
134
Elevate Wealth Advisory
Georgia
$6.34M +$606K +6,093 +11%
William Blair & Company
135
William Blair & Company
Illinois
$6.12M -$83.9K -844 -1%
OC
136
Oppenheimer & Co
New York
$5.96M -$940K -9,451 -14%
PWP
137
Perfromance Wealth Partners
Illinois
$5.93M -$274K -2,760 -4%
PAG
138
Private Advisor Group
New Jersey
$5.85M -$1.34M -13,451 -19%
KAS
139
Kestra Advisory Services
Texas
$5.85M +$904K +9,090 +18%
IWM
140
Integris Wealth Management
California
$5.81M +$233K +2,340 +4%
FHA
141
First Horizon Advisors
Tennessee
$5.59M +$743K +7,476 +15%
CSB
142
City State Bank
Iowa
$5.58M -$47.7K -480 -0.8%
HCA
143
Heck Capital Advisors
Wisconsin
$5.56M -$51K -513 -0.9%
NAM
144
NorthCrest Asset Manangement
Minnesota
$5.48M -$195K -1,965 -3%
LG
145
Leuthold Group
Minnesota
$5.46M – – –
AWS
146
Atria Wealth Solutions
New York
$5.29M -$389K -3,910 -7%
AA
147
Ancora Advisors
Ohio
$5.19M +$363K +3,651 +8%
NYLIM
148
New York Life Investment Management
New York
$5.18M +$4.97M +49,981 +2,315%
ACM
149
Arcataur Capital Management
Wisconsin
$4.87M -$28.3K -285 -0.6%
CCC
150
Chesapeake Capital Corp
Florida
$4.85M -$2.07M -20,828 -30%
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