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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
TI
176
Tidal Investments
Wisconsin
$3.07M +$662K +6,610 +28%
CL
177
Choreo LLC
Illinois
$3.03M +$300 +3 +0%
TWP
178
Tower Wealth Partners
Pennsylvania
$3.01M -$44.4K -443 -1%
MCP
179
Martin Capital Partners
Oregon
$2.99M -$588K -5,868 -17%
PWA
180
Physician Wealth Advisors
Utah
$2.99M +$14.1K +141 +0.5%
BPAMU
181
BTG Pactual Asset Management US
New York
$2.98M +$1.1M +10,958 +56%
MAS
182
Madden Advisory Services
Florida
$2.96M +$34.7K +346 +1%
Focus Partners Wealth
183
Focus Partners Wealth
Massachusetts
$2.91M +$2.23M +22,283 +345%
SWIG
184
Strategic Wealth Investment Group
Kentucky
$2.89M -$18.7M -186,589 -87%
PFM
185
Phillips Financial Management
Indiana
$2.87M -$530K -5,294 -16%
CF
186
Centaurus Financial
California
$2.85M -$59.2K -591 -2%
NFG
187
Nations Financial Group
Iowa
$2.82M +$631K +6,302 +29%
QWM
188
Quadcap Wealth Management
Texas
$2.81M +$1.93M +19,266 +226%
MOS
189
MGO One Seven
Ohio
$2.74M -$1.56M -15,551 -36%
JIR
190
James Investment Research
Ohio
$2.7M -$49.5K -494 -2%
WI
191
WBI Investments
New Jersey
$2.67M +$2.38M +23,776 +939%
FA
192
Fortis Advisors
Pennsylvania
$2.52M +$16K +160 +0.6%
AOWM
193
Alpha Omega Wealth Management
Virginia
$2.51M -$96.8K -966 -4%
HCA
194
Heck Capital Advisors
Wisconsin
$2.5M -$32.4K -323 -1%
FTS
195
Fifth Third Securities
Ohio
$2.5M -$304K -3,036 -11%
BCG
196
Breakwater Capital Group
New Jersey
$2.47M +$165K +1,644 +7%
PFM
197
Peak Financial Management
Massachusetts
$2.43M +$401 +4 +0%
SSW
198
Stone Summit Wealth
Florida
$2.42M +$182K +1,814 +8%
UWM
199
USAdvisors Wealth Management
Minnesota
$2.37M -$59.9K -598 -2%
PWMG
200
Pinnacle Wealth Management Group
Michigan
$2.35M -$6.19M -61,846 -73%