We are live on ! Find out more
STIP icon

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
NA
151
NewEdge Advisors
Louisiana
$3.88M +$2.66M +26,597 +228%
EW
152
Evexia Wealth
Wisconsin
$3.86M +$510K +5,088 +15%
RFN
153
RDA Financial Network
Iowa
$3.82M +$46.7K +466 +1%
SIA
154
Soltis Investment Advisors
Utah
$3.74M -$82.9K -828 -2%
EH
155
Equitable Holdings
New York
$3.64M -$1.48M -14,823 -29%
AWM
156
AE Wealth Management
Kansas
$3.61M +$188K +1,881 +6%
CFP
157
Cascade Financial Partners
California
$3.51M +$66.2K +661 +2%
KPWS
158
Kestra Private Wealth Services
Texas
$3.51M -$111K -1,113 -3%
RL
159
Retireful LLC
Michigan
$3.48M -$6.31K -63 -0.2%
Jane Street
160
Jane Street
New York
$3.46M -$1.19M -11,911 -26%
SPIA
161
Steward Partners Investment Advisory
New York
$3.44M -$74.7K -746 -2%
SC
162
Slow Capital
California
$3.41M +$83.2K +831 +3%
AI
163
Atria Investments
North Carolina
$3.3M -$69.1K -690 -2%
MA
164
Mutual Advisors
Nebraska
$3.3M -$36.2K -361 -1%
LHWM
165
Lake Hills Wealth Management
Texas
$3.29M -$2.9K -29 -0.1%
HFBOT
166
Home Federal Bank of Tennessee
Tennessee
$3.28M -$10K -100 -0.3%
CIAS
167
CFS Investment Advisory Services
New Jersey
$3.27M -$8.61K -86 -0.3%
HAS
168
HBW Advisory Services
California
$3.26M -$134K -1,340 -4%
TB
169
Treynor Bancshares
Iowa
$3.23M +$225K +2,248 +8%
Mariner
170
Mariner
Kansas
$3.19M +$5.01K +50 +0.2%
PCM
171
Passive Capital Management
Maryland
$3.19M +$1.24M +12,350 +65%
SPC
172
Sigma Planning Corp
Michigan
$3.12M -$414K -4,133 -12%
CIG
173
CHB Investment Group
Pennsylvania
$3.1M +$3.07M +30,632 New
CW
174
CreativeOne Wealth
Kansas
$3.08M +$424K +4,234 +16%
CCC
175
Chesapeake Capital Corp
Florida
$3.07M +$662K +6,610 +28%