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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 %
FA
201
Fortis Advisors
Pennsylvania
$2.42M +$1M +10,065 +70%
CW
202
CreativeOne Wealth
Kansas
$2.42M -$597K -6,006 -20%
IA
203
IFP Advisors
Florida
$2.31M -$62.4K -628 -3%
AAS
204
Avantax Advisory Services
Texas
$2.29M -$1.37M -13,779 -37%
FA
205
Forefront Analytics
Pennsylvania
$2.23M +$98.7K +993 +5%
BIA
206
Bell Investment Advisors
California
$2.23M -$201K -2,020 -8%
OIA
207
OneDigital Investment Advisors
Kansas
$2.22M -$75.4K -758 -3%
PWG
208
Portside Wealth Group
Utah
$2.21M -$989K -9,950 -31%
PWA
209
Prairie Wealth Advisors
Nebraska
$2.19M +$2.19M +22,002 New
CA
210
Cambridge Associates
Massachusetts
$2.18M -$205K -2,057 -9%
BCG
211
Breakwater Capital Group
New Jersey
$2.18M +$557K +5,597 +34%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$2.16M +$1.84M +18,555 +582%
EW
213
Evexia Wealth
Wisconsin
$2.12M +$185K +1,866 +10%
SSW
214
Stone Summit Wealth
Florida
$2.08M +$342K +3,440 +20%
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$2.08M +$16K +161 +0.8%
FCIM
216
Fairview Capital Investment Management
California
$2.06M -$30.8K -310 -1%
LFA
217
LifeGuide Financial Advisors
Pennsylvania
$1.93M -$5.67K -57 -0.3%
PCM
218
Passive Capital Management
Maryland
$1.88M -$169K -1,699 -8%
MFG
219
Merit Financial Group
Georgia
$1.84M -$1.36M -13,682 -42%
CFMC
220
Curbstone Financial Management Corp
New Hampshire
$1.83M -$383K -3,850 -17%
SG
221
Sharper & Granite
California
$1.82M +$127K +1,275 +8%
MWM
222
Maltin Wealth Management
New Jersey
$1.81M +$505K +5,083 +39%
EGWAG
223
Elwood & Goetz Wealth Advisory Group
Georgia
$1.81M -$2.26M -22,689 -55%
FA
224
Fermata Advisors
California
$1.81M -$81.5K -820 -4%
BF
225
Brooklyn FI
New York
$1.76M +$49.8K +501 +3%
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