We are live on ! Find out more
STIP icon

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
BlackRock
1
BlackRock
New York
$2.51B +$2.32B +23,054,900 +1,222%
Betterment LLC
2
Betterment LLC
New York
$407M +$18.3M +181,322 +5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$333M +$29.6M +293,457 +10%
MWM
4
Modera Wealth Management
New Jersey
$191M +$8.33M +82,678 +5%
RWM
5
Ritholtz Wealth Management
New York
$158M +$5.97M +59,199 +4%
LPL Financial
6
LPL Financial
California
$155M +$7.61M +75,531 +5%
3AM
7
3EDGE Asset Management
Florida
$127M +$77.6M +770,017 +157%
Morgan Stanley
8
Morgan Stanley
New York
$122M +$6.78M +67,226 +6%
Bank of America
9
Bank of America
North Carolina
$121M -$2.01M -19,968 -2%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$90.4M +$6.89M +68,332 +8%
OSAM
11
O'Shaughnessy Asset Management
Connecticut
$84.1M +$2.59M +25,731 +3%
WCM
12
Wealthcare Capital Management
Virginia
$77.8M +$4.53M +44,924 +6%
DWM
13
Destination Wealth Management
California
$72.7M +$1.22M +12,098 +2%
FLPIM
14
F.L. Putnam Investment Management
Massachusetts
$71M +$25.4M +251,606 +55%
State Street
15
State Street
Massachusetts
$68.2M +$501K +4,967 +0.7%
PCIG
16
Partners Capital Investment Group
Massachusetts
$65.9M -$30.6M -303,939 -32%
AG
17
AlTi Global
New York
$65.5M -$4.1M -40,706 -6%
MWM
18
Modern Wealth Management
Kansas
$64.2M -$41.7M -413,595 -39%
HTC
19
Haverford Trust Company
Pennsylvania
$59.6M +$1.24M +12,326 +2%
AssetMark Inc
20
AssetMark Inc
California
$58.2M +$58.3M +578,522 +459,144%
JP Morgan Chase
21
JP Morgan Chase
New York
$53.2M +$1.65M +16,338 +3%
Ameriprise
22
Ameriprise
Minnesota
$52.9M -$12.6M -125,216 -19%
KIC
23
Keating Investment Counselors
Florida
$52.6M -$225K -2,229 -0.4%
MKA
24
M. Kulyk & Associates
Georgia
$52.4M +$1.1M +10,936 +2%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$51.9M -$10.5M -104,223 -17%