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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
AWS
151
Atria Wealth Solutions
New York
$4.61M -$454K -4,508 -9%
KAS
152
Kestra Advisory Services
Texas
$4.56M -$17.5M -173,832 -79%
MOS
153
MGO One Seven
Ohio
$4.44M +$1.72M +17,073 +63%
STA
154
Summit Trail Advisors
New York
$4.42M +$4.43M +43,949 New
ACA
155
Aptus Capital Advisors
Alabama
$4.41M +$523K +5,187 +13%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$4.27M -$119K -1,183 -3%
NA
157
NewEdge Advisors
Louisiana
$4.16M +$314K +3,115 +8%
FTUS
158
Flow Traders U.S.
New York
$4.09M -$72.1K -715 -2%
CIBC World Market
159
CIBC World Market
Ontario, Canada
$4.01M +$82.9K +822 +2%
FF
160
Friedenthal Financial
New Jersey
$4M +$94.6K +939 +2%
EA
161
Echo45 Advisors
California
$3.96M -$7.09M -70,379 -64%
AWAU
162
Alliance Wealth Advisors (Utah)
Utah
$3.91M +$2.68M +26,602 +218%
CFP
163
Cascade Financial Partners
California
$3.75M +$242K +2,404 +7%
FTS
164
Fifth Third Securities
Ohio
$3.67M +$1.18M +11,756 +48%
SC
165
Slow Capital
California
$3.56M +$178K +1,769 +5%
TB
166
Treynor Bancshares
Iowa
$3.54M +$327K +3,247 +10%
CIAS
167
CFS Investment Advisory Services
New Jersey
$3.5M +$247K +2,446 +8%
SIA
168
Soltis Investment Advisors
Utah
$3.45M -$269K -2,669 -7%
RL
169
Retireful LLC
Michigan
$3.42M -$34.4K -341 -1%
EW
170
Evoke Wealth
California
$3.4M +$1.4M +13,904 +70%
PWG
171
Portside Wealth Group
Utah
$3.32M +$1.69M +16,740 +103%
PWA
172
Physician Wealth Advisors
Utah
$3.26M +$281K +2,783 +9%
CIG
173
CHB Investment Group
Pennsylvania
$3.22M +$138K +1,369 +4%
NFG
174
Nations Financial Group
Iowa
$3.2M +$396K +3,926 +14%
BPAMU
175
BTG Pactual Asset Management US
New York
$3.19M +$211K +2,090 +7%