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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
IWM
126
Integris Wealth Management
California
$6.06M +$208K +2,061 +4%
NAM
127
NorthCrest Asset Manangement
Minnesota
$6.05M +$209K +2,070 +4%
SMAM
128
Sugar Maple Asset Management
Wisconsin
$6.04M +$6.05M +60,014 New
LFS
129
Lutz Financial Services
Nebraska
$5.98M +$544K +5,399 +10%
CSB
130
City State Bank
Iowa
$5.93M +$121K +1,200 +2%
Baird Financial Group
131
Baird Financial Group
Wisconsin
$5.75M +$125K +1,240 +2%
EFN
132
Equita Financial Network
Pennsylvania
$5.74M +$353K +3,504 +7%
WCP
133
Wealthcare Capital Partners
Pennsylvania
$5.65M +$5.67M +56,209 New
HWA
134
Hillcrest Wealth Advisors
New Jersey
$5.64M -$5.04K -50 -0.1%
Mirae Asset Global Investments
135
Mirae Asset Global Investments
South Korea
$5.53M +$1.36M +13,500 +33%
SFM
136
Signet Financial Management
New Jersey
$5.45M -$265K -2,632 -5%
PWP
137
Perfromance Wealth Partners
Illinois
$5.44M +$70.8K +702 +1%
AIM
138
Alhambra Investment Management
Florida
$5.41M +$879K +8,722 +19%
TCPG
139
Trivant Custom Portfolio Group
California
$5.39M +$142K +1,405 +3%
BRWA
140
B. Riley Wealth Advisors
Florida
$5.35M -$157K -1,553 -3%
Mackenzie Financial
141
Mackenzie Financial
Ontario, Canada
$5.33M +$685K +6,800 +15%
FFS
142
Fischer Financial Services
Pennsylvania
$5.33M +$5.34M +52,970 New
QWM
143
Quadcap Wealth Management
Texas
$5.19M +$2.4M +23,815 +86%
ATPW
144
Ashton Thomas Private Wealth
Arizona
$4.94M +$3.73M +37,021 +305%
DWM
145
Dogwood Wealth Management
Kansas
$4.91M -$9.82M -97,469 -67%
PWM
146
Perigon Wealth Management
California
$4.83M -$1.04M -10,309 -18%
CFG
147
Cornerstone Financial Group
Nebraska
$4.75M +$4.76M +47,234 New
ACM
148
Arcataur Capital Management
Wisconsin
$4.74M -$31.8K -315 -0.7%
AFG
149
Altiora Financial Group
Ohio
$4.67M +$2.02K +20 +0%
PFPT
150
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.65M +$9.27K +92 +0.2%