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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 %
PFM
176
Phillips Financial Management
Indiana
$3.45M +$49.6K +499 +1%
JIR
177
James Investment Research
Ohio
$3.44M -$159K -1,602 -4%
CFP
178
Cascade Financial Partners
California
$3.38M +$3.38M +34,024 New
MA
179
Mutual Advisors
Nebraska
$3.36M +$4.87K +49 +0.1%
AI
180
Atria Investments
North Carolina
$3.32M +$146K +1,470 +5%
HFBOT
181
Home Federal Bank of Tennessee
Tennessee
$3.24M – – –
CIAS
182
CFS Investment Advisory Services
New Jersey
$3.2M -$50.4K -507 -2%
Mariner
183
Mariner
Kansas
$3.16M -$11.2K -113 -0.4%
LFS
184
Lutz Financial Services
Nebraska
$3.16M +$646K +6,496 +26%
SC
185
Slow Capital
California
$3.09M +$273K +2,743 +10%
LHWM
186
Lake Hills Wealth Management
Texas
$3.03M -$3.22M -32,382 -52%
HH
187
Hilltop Holdings
Texas
$2.91M -$90.3K -908 -3%
PWA
188
Physician Wealth Advisors
Utah
$2.84M +$103K +1,043 +4%
BNP Paribas Financial Markets
189
BNP Paribas Financial Markets
France
$2.82M +$197K +1,977 +8%
CL
190
Choreo LLC
Illinois
$2.81M -$1.46M -14,642 -34%
MAS
191
Madden Advisory Services
Florida
$2.8M -$86.6K -871 -3%
BSW
192
Buckingham Strategic Wealth
Missouri
$2.74M +$224K +2,255 +9%
WT
193
Washington Trust
Rhode Island
$2.63M -$700K -7,039 -21%
FTS
194
Fifth Third Securities
Ohio
$2.6M -$39K -392 -1%
Citigroup
195
Citigroup
New York
$2.59M -$49.5K -498 -2%
AOWM
196
Alpha Omega Wealth Management
Virginia
$2.56M +$46.1K +464 +2%
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$2.5M -$1.8M -18,113 -42%
SPIA
198
Steward Partners Investment Advisory
New York
$2.49M +$887K +8,924 +55%
UWM
199
USAdvisors Wealth Management
Minnesota
$2.44M -$3.14M -31,585 -56%
GT
200
Greenleaf Trust
Michigan
$2.44M +$141K +1,415 +6%
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