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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
PCM
176
Passive Capital Management
Maryland
$3.16M
MA
177
Mutual Advisors
Nebraska
$3.13M -$178K -1,768 -5%
HFBOT
178
Home Federal Bank of Tennessee
Tennessee
$3.11M -$146K -1,453 -4%
CWM
179
Copia Wealth Management
Oregon
$3.07M +$3.08M +30,562 New
CW
180
CreativeOne Wealth
Kansas
$3.07M +$11.6K +115 +0.4%
Focus Partners Wealth
181
Focus Partners Wealth
Massachusetts
$3.07M +$178K +1,765 +6%
CCC
182
Chesapeake Capital Corp
Florida
$3.03M -$13.8K -137 -0.5%
TI
183
Tidal Investments
Wisconsin
$3.03M -$13.8K -137 -0.5%
CL
184
Choreo LLC
Illinois
$2.98M -$19.2K -190 -0.6%
MAS
185
Madden Advisory Services
Florida
$2.96M +$17.4K +173 +0.6%
JIR
186
James Investment Research
Ohio
$2.87M +$197K +1,952 +7%
CFG
187
Certior Financial Group
Pennsylvania
$2.87M +$2.87M +28,492 New
LHWM
188
Lake Hills Wealth Management
Texas
$2.86M -$410K -4,072 -13%
BAM
189
Belpointe Asset Management
Nevada
$2.84M +$523K +5,184 +22%
BCM
190
Beaumont Capital Management
Massachusetts
$2.8M +$2.81M +27,837 New
SSW
191
Stone Summit Wealth
Florida
$2.71M +$309K +3,065 +13%
SC
192
Savant Capital
Illinois
$2.68M +$1.44M +14,305 +116%
SOS
193
Silver Oak Securities
Tennessee
$2.64M -$15.2M -151,207 -85%
FA
194
Fortis Advisors
Pennsylvania
$2.52M +$15.2K +151 +0.6%
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$2.51M +$699K +6,933 +38%
BCG
196
Breakwater Capital Group
New Jersey
$2.51M +$50.2K +498 +2%
FA
197
Forefront Analytics
Pennsylvania
$2.5M +$858K +8,508 +52%
HCA
198
Heck Capital Advisors
Wisconsin
$2.49M +$5.34K +53 +0.2%
AOWM
199
Alpha Omega Wealth Management
Virginia
$2.49M -$3.93K -39 -0.2%
MWM
200
Maltin Wealth Management
New Jersey
$2.49M +$218K +2,161 +10%