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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
BAM
201
Belpointe Asset Management
Nevada
$2.34M +$1.19M +11,851 +105%
MWM
202
Maltin Wealth Management
New Jersey
$2.29M +$102K +1,022 +5%
BI
203
Beckerman Institutional
New Jersey
$2.28M +$2.26M +22,527 New
OIA
204
OneDigital Investment Advisors
Kansas
$2.27M -$551K -5,497 -20%
GT
205
Greenleaf Trust
Michigan
$2.25M -$138K -1,374 -6%
GIA
206
Gladstone Institutional Advisory
Florida
$2.25M +$2.22M +22,184 New
CA
207
Cambridge Associates
Massachusetts
$2.22M
FCIM
208
Fairview Capital Investment Management
California
$2.17M -$38.5K -384 -2%
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
$2.14M -$81.2K -811 -4%
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
$2.12M -$886K -8,847 -30%
HPM
211
Hudson Portfolio Management
New York
$2.1M +$2.07M +20,700 New
Envestnet Portfolio Solutions
212
Envestnet Portfolio Solutions
Illinois
$2.09M +$908K +9,065 +78%
LCM
213
Lazari Capital Management
California
$2.08M +$73.3K +732 +4%
LFA
214
LifeGuide Financial Advisors
Pennsylvania
$2.08M +$71.7K +716 +4%
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$2.05M -$71.3K -712 -3%
EW
216
Evoke Wealth
California
$2.01M +$1.99M +19,859 New
Citigroup
217
Citigroup
New York
$1.97M -$526K -5,253 -21%
BIA
218
Bell Investment Advisors
California
$1.96M -$36.2K -361 -2%
SG
219
Sharper & Granite
California
$1.94M -$46.2K -461 -2%
BF
220
Brooklyn FI
New York
$1.91M +$111K +1,104 +6%
CNBT
221
Canandaigua National Bank & Trust
New York
$1.85M +$1.83M +18,292 New
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$1.82M -$322K -3,218 -15%
AAS
223
Avantax Advisory Services
Texas
$1.81M +$7.71K +77 +0.4%
PAG
224
Private Advisor Group
New Jersey
$1.73M -$1.54M -15,326 -47%
PP
225
Prosperity Planning
Missouri
$1.7M -$1.53M -15,274 Closed