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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
Betterment LLC
1
Betterment LLC
New York
$392M +$49.7M +495,889 +15%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$306M -$9.2M -91,873 -3%
BlackRock
3
BlackRock
New York
$191M +$8.16M +81,429 +5%
MWM
4
Modera Wealth Management
New Jersey
$184M +$10.2M +101,437 +6%
RWM
5
Ritholtz Wealth Management
New York
$153M +$8.46M +84,443 +6%
LPL Financial
6
LPL Financial
California
$148M +$20.2M +201,769 +16%
Bank of America
7
Bank of America
North Carolina
$124M -$35.8M -357,877 -23%
Morgan Stanley
8
Morgan Stanley
New York
$116M -$8.89M -88,719 -7%
MWM
9
Modern Wealth Management
Kansas
$107M +$1.35M +13,432 +1%
PCIG
10
Partners Capital Investment Group
Massachusetts
$97.1M +$5.83M +58,198 +6%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$84.2M +$2.32M +23,166 +3%
OSAM
12
O'Shaughnessy Asset Management
Connecticut
$81.9M +$4.91M +48,991 +6%
WCM
13
Wealthcare Capital Management
Virginia
$73.8M +$522K +5,216 +0.7%
DWM
14
Destination Wealth Management
California
$72M +$2.23M +22,251 +3%
AG
15
AlTi Global
New York
$70.1M -$2.85M -28,491 -4%
State Street
16
State Street
Massachusetts
$68.2M -$2.31M -23,109 -3%
Ameriprise
17
Ameriprise
Minnesota
$66M -$9.05M -90,312 -12%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$62.8M +$820K +8,188 +1%
HTC
19
Haverford Trust Company
Pennsylvania
$58.8M -$568K -5,673 -1%
KIC
20
Keating Investment Counselors
Florida
$53.2M +$68.2K +681 +0.1%
JP Morgan Chase
21
JP Morgan Chase
New York
$51.9M +$649K +6,480 +1%
MKA
22
M. Kulyk & Associates
Georgia
$51.6M +$1.19M +11,833 +2%
3AM
23
3EDGE Asset Management
Florida
$49.8M -$7.54M -75,280 -13%
Cerity Partners
24
Cerity Partners
New York
$48.7M +$1.37M +13,725 +3%
TIM
25
Tortoise Investment Management
New York
$47.4M +$1.71M +17,080 +4%