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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 %
PWM
151
Perigon Wealth Management
California
$4.77M +$2.29M +23,028 +92%
PFP
152
Pinnacle Financial Partners
Tennessee
$4.75M -$20.4M -204,744 -81%
Mirae Asset Global Investments
153
Mirae Asset Global Investments
South Korea
$4.67M +$398K +4,000 +9%
SPC
154
Sigma Planning Corp
Michigan
$4.65M +$2.77M +27,869 +148%
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$4.59M -$500K -5,030 -10%
EFN
156
Equita Financial Network
Pennsylvania
$4.53M +$727K +7,307 +19%
AAS
157
Ameritas Advisory Services
Nebraska
$4.45M +$2.9M +29,282 +187%
CF
158
Centaurus Financial
California
$4.4M +$1.61M +16,152 +57%
KA
159
Kure Advisory
Minnesota
$4.38M -$2.81M -28,259 -39%
KPWS
160
Kestra Private Wealth Services
Texas
$4.37M -$4.53M -45,555 -51%
TCPG
161
Trivant Custom Portfolio Group
California
$4.34M -$863K -8,678 -17%
NPP
162
New Potomac Partners
Maryland
$4.12M +$488K +4,905 +13%
LSAG
163
Lake Street Advisors Group
New Hampshire
$4.07M +$3.81M +38,360 +1,483%
RFN
164
RDA Financial Network
Iowa
$4.04M +$58.5K +588 +1%
CIBC World Market
165
CIBC World Market
Ontario, Canada
$3.87M -$14.9K -150 -0.4%
LIM
166
Leavell Investment Management
Alabama
$3.84M +$580K +5,832 +18%
SIA
167
Soltis Investment Advisors
Utah
$3.83M -$1.67M -16,838 -30%
EH
168
Equitable Holdings
New York
$3.81M -$7.55M -75,922 -66%
Mackenzie Financial
169
Mackenzie Financial
Ontario, Canada
$3.8M +$3.8M +38,200 New
TWP
170
Tower Wealth Partners
Pennsylvania
$3.67M +$89.8K +903 +3%
MOS
171
MGO One Seven
Ohio
$3.61M +$1.78M +17,860 +97%
RL
172
Retireful LLC
Michigan
$3.52M -$375K -3,773 -10%
HAS
173
HBW Advisory Services
California
$3.5M – – –
FF
174
Friedenthal Financial
New Jersey
$3.49M +$80K +805 +2%
MCP
175
Martin Capital Partners
Oregon
$3.47M -$123K -1,236 -3%
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