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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
PFM
201
Peak Financial Management
Massachusetts
$2.46M +$40.2K +399 +2%
SPIA
202
Steward Partners Investment Advisory
New York
$2.44M -$977K -9,693 -29%
FCIM
203
Fairview Capital Investment Management
California
$2.42M +$265K +2,625 +12%
BI
204
Beckerman Institutional
New Jersey
$2.37M +$108K +1,075 +5%
LCM
205
Lazari Capital Management
California
$2.36M +$290K +2,875 +14%
HPM
206
Hudson Portfolio Management
New York
$2.35M +$271K +2,690 +13%
EH
207
Equitable Holdings
New York
$2.35M -$1.26M -12,549 -35%
LFA
208
LifeGuide Financial Advisors
Pennsylvania
$2.34M +$278K +2,755 +13%
PFM
209
Phillips Financial Management
Indiana
$2.34M -$509K -5,050 -18%
HAS
210
HBW Advisory Services
California
$2.33M -$909K -9,022 -28%
Manulife (Manufacturers Life Insurance)
211
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.21M +$2.22M +22,000 New
CA
212
Cambridge Associates
Massachusetts
$2.2M
Envestnet Portfolio Solutions
213
Envestnet Portfolio Solutions
Illinois
$2.19M +$117K +1,165 +6%
SPC
214
Sigma Planning Corp
Michigan
$2.12M -$976K -9,687 -31%
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$2.11M -$18.9K -188 -0.9%
AWA
216
Arete Wealth Advisors
Illinois
$2.09M +$1.29M +12,829 +161%
CTA
217
Chesley Taft & Associates
Illinois
$2.08M +$905K +8,975 +77%
BIA
218
Bell Investment Advisors
California
$2.07M +$125K +1,238 +6%
MCP
219
Martin Capital Partners
Oregon
$2.05M -$922K -9,144 -31%
PFA
220
Portland Financial Advisors
New York
$2.05M +$2.06M +20,401 New
CAPTRUST Financial Advisors
221
CAPTRUST Financial Advisors
North Carolina
$2.05M +$9.37K +93 +0.5%
SWIG
222
Strategic Wealth Investment Group
Kentucky
$2.03M -$840K -8,334 -29%
Citigroup
223
Citigroup
New York
$2.01M +$58.6K +581 +3%
BFS
224
BridgePort Financial Solutions
Iowa
$2M +$1.97M +19,581 New
PWMG
225
Pinnacle Wealth Management Group
Michigan
$1.99M -$334K -3,318 -14%