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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
Baird Financial Group
126
Baird Financial Group
Wisconsin
$5.67M +$47.7K +476 +0.9%
BRWA
127
B. Riley Wealth Advisors
Florida
$5.55M -$274K -2,737 -5%
LFS
128
Lutz Financial Services
Nebraska
$5.48M +$1.22M +12,210 +29%
EFN
129
Equita Financial Network
Pennsylvania
$5.43M +$522K +5,216 +11%
PWP
130
Perfromance Wealth Partners
Illinois
$5.41M +$5.71K +57 +0.1%
PPH
131
Pure Portfolios Holdings
Oregon
$5.36M +$5.3M +52,951 New
TCPG
132
Trivant Custom Portfolio Group
California
$5.29M +$321K +3,205 +7%
AWS
133
Atria Wealth Solutions
New York
$5.1M +$366K +3,658 +8%
ACM
134
Arcataur Capital Management
Wisconsin
$4.8M -$92.7K -925 -2%
BWS
135
Buck Wealth Strategies
Colorado
$4.77M -$386K -3,855 -8%
AFG
136
Altiora Financial Group
Ohio
$4.7M +$58.6K +585 +1%
Mackenzie Financial
137
Mackenzie Financial
Ontario, Canada
$4.68M +$541K +5,400 +13%
PFPT
138
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.67M -$223K -2,230 -5%
KA
139
Kure Advisory
Minnesota
$4.64M +$78.7K +786 +2%
AIM
140
Alhambra Investment Management
Florida
$4.56M +$904K +9,027 +25%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$4.42M -$20.2K -202 -0.5%
AAS
142
Ameritas Advisory Services
Nebraska
$4.35M -$745K -7,437 -15%
NPP
143
New Potomac Partners
Maryland
$4.29M +$4.01K +40 +0.1%
FA
144
Faithward Advisors
Pennsylvania
$4.21M +$245K +2,446 +6%
Mirae Asset Global Investments
145
Mirae Asset Global Investments
South Korea
$4.21M -$601K -6,000 -13%
FTUS
146
Flow Traders U.S.
New York
$4.19M -$4.68M -46,761 -53%
CHP
147
Cable Hill Partners
Oregon
$3.98M -$13.1M -130,866 -77%
CIBC World Market
148
CIBC World Market
Ontario, Canada
$3.95M
FF
149
Friedenthal Financial
New Jersey
$3.93M +$73.5K +734 +2%
ACA
150
Aptus Capital Advisors
Alabama
$3.92M +$153K +1,527 +4%