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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.

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
DWM
2
Dynasty Wealth Management
Florida
$44.2M
3
MWM
3
Modera Wealth Management
New Jersey
$159M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$37.3M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$31.5M

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 Market Value Shares Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$310M 3,113,375 -108,013 -3%
BlackRock
2
BlackRock
New York
$176M 1,768,176 -274,533 -13%
Bank of America
3
Bank of America
North Carolina
$167M 1,678,116 -178,242 -10%
MWM
4
Modera Wealth Management
New Jersey
$159M 1,600,792 +372,563 +30%
RWM
5
Ritholtz Wealth Management
New York
$137M 1,376,049 +116,986 +9%
LPL Financial
6
LPL Financial
California
$134M 1,347,691 +154,588 +13%
Morgan Stanley
7
Morgan Stanley
New York
$132M 1,323,931 -1,517,519 -53%
MWM
8
Modern Wealth Management
Kansas
$108M 1,089,421 +32,204 +3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$103M 1,037,637 -23,819 -2%
AG
10
AlTi Global
New York
$84.1M 845,444 -240,866 -22%
Ameriprise
11
Ameriprise
Minnesota
$77.5M 778,311 -773,482 -50%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$75.6M 760,271 +66,903 +10%
OSAM
13
O'Shaughnessy Asset Management
Connecticut
$71.2M 716,221 +117,423 +20%
State Street
14
State Street
Massachusetts
$70.3M 706,544 +11,128 +2%
DWM
15
Destination Wealth Management
California
$67.2M 675,697 +46,510 +7%
WCM
16
Wealthcare Capital Management
Virginia
$66.2M 665,819 +600,881 +925%
HTC
17
Haverford Trust Company
Pennsylvania
$60M 603,567 +5,707 +1%
3AM
18
3EDGE Asset Management
Florida
$57.9M 582,259 -36,157 -6%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$56.3M 566,115 -2,834,476 -83%
KIC
20
Keating Investment Counselors
Florida
$55.8M 561,485 +140 +0%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$52.6M 529,384 +66,707 +14%
CTC
22
Central Trust Company
Missouri
$51M 513,164 -30,268 -6%
Wells Fargo
23
Wells Fargo
California
$50.8M 510,560 -95,936 -16%
PCIG
24
Partners Capital Investment Group
Massachusetts
$50.2M 504,886 -199,821 -28%
MKA
25
M. Kulyk & Associates
Georgia
$48M 483,108 +22,166 +5%
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